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Getting Started

Intro to Cooby

How to use Cooby: Your quick start guide

Cooby glossary

Setting up

Getting started for Cooby admins

Invite team members

Getting started for new users

Join another Workspace

Using Cooby

Workspace

Workspace

Inbox productivity

Inbox Zero

Tabs

Custom Tabs

Sort chats into Custom Tab

Rename Tab

Hide Tabs

Contact Card

Reminders

Schedule Events

Notes

Communicate at scale

Templates

Chat with non-contact

Broadcast

Import Contacts

Export Contacts

Share conversation

HubSpot Integration

Intro to HubSpot Integration

How to use HubSpot Integration: your quick start guide

Setting up

How to connect to HubSpot

Install Cooby on HubSpot

Grant access to chats

HubSpot permissions

Linked Contacts

Using HubSpot Integration

HubSpot Sidebar

HubSpot Sidebar

Create HubSpot Contacts

Edit HubSpot Contact

Create HubSpot Notes

Create HubSpot Tasks

Create HubSpot Deals

Create HubSpot Tickets

Message syncing

Message Syncing

Auto-Sync

Auto-Sync Status

Manual-sync

Synced Messages

WhatsApp Activity

Chat View

Report & Workflows

Create HubSpot Reports

Create HubSpot Workflows

Frequently Asked Questions

General FAQ

Is Cooby a CRM?

Why choose Cooby?

How to Remove Cooby from My WhatsApp

Can I integrate my WhatsApp API number?

Can I use my regular WhatsApp number for Cooby?

Can I change WhatsApp numbers on Cooby whenever I want to?

Can I use Cooby on multiple devices/ WhatsApp numbers?

Can Cooby support WhatsApp on mobile?

Account and Billings

Billings and Payment

Updating your billing information

Upgrade subscription plan

Downgrade subscription plan

Pay for my subscription in USD using locally issued debit/credit cards

Apply discount coupon

Payment methods

Account Settings

Subscription Plan

The timing for making the payment

Cancel my subscription

Manage your language preferences

Reset password

Change account email

Delete account data

Zapier Integration

Zapier Integration Guide

All Categories ​>​ ​Getting Started ​ > ​ ​Intro to Cooby

Intro to Cooby

2 articles

​How to use Cooby: Your quick start guide

New to Cooby? Start here.

Updated 2 weeks ago by Albert Tseng

Cooby glossary

This glossary defines common terms that you might see as you're working in Cooby, or throughout our Help Center.

Updated 2 weeks ago by Albert Tseng

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