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
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
How to connect to HubSpot
Install Cooby on HubSpot
Grant access to chats
HubSpot permissions
Linked Contacts
Using HubSpot Integration
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 > Using Cooby > Communicate at scale
6 articles
From now on, you may send recurring messages in a single click. Best part? You can make them personalized with variables so your customers would not even suspect that they're actually templates! How…
Updated 2 weeks ago
Discover the simple steps to initiate a chat with unsaved contacts effortlessly. Learn how to effectively engage with individuals who are not yet added to your contact list, expanding your communicat…
Updated 2 weeks ago by Gin Lin
Say good bye to sending a message one by one to a list of contacts. You may now safely bulk send messages through Cooby's Broadcast Message feature without the fear of getting your account blocked by…
Gone are the days when you'd have to save contacts to your mobile one by one first for them to be accessible in WhatsApp Web. You may bulk import unsaved contacts in a simple click! Look for the impo…
Have a backup of your entire WhatsApp contact list in just a click with the Export Contacts as CSV feature! To export your contacts, simply follow the steps below: Hover over the tab of your choice.…
Sharing conversations is an excellent way to acquire knowledge and insights collectively. With the ability to extract paragraphs, you can consciously and selectively share your conversations with others.
Updated 23 hours ago by Gin Lin
