This glossary lists every article in the Cooby Help Center from A to Z, so you can find what you need at a glance. 🔍

A

• Add the Cooby cards to the new HubSpot layout
• Am I able to send a broadcast message with a photo?
• Apply discount coupon
• Apply Tax ID on subscription
• Auto-link Phone Number Matching Logic in Salesforce
• Auto-Sync
• Auto-Sync Status

B

• Blocking Contacts in Your Workspace
• Broadcast
• Bug Service Level Agreement

C

• Can I access team member's inboxes, tabs, or templates?
• Can I change the WhatsApp number connected to Cooby?
• Can I integrate my WhatsApp API number?
• Can I schedule message on WhatsApp via Cooby?
• Can I use Cooby on multiple devices or WhatsApp numbers?
• Can I use my regular WhatsApp number for Cooby?
• Can I use the WhatsApp Business label as a Cooby tab?
• Cancel my subscription
• Change account email
• Change the member permission
• Chat with non-contact
• Cloud Sync Setup Guide
• Common Permission Issues and How to Fix Them
• Configure HubSpot record viewability
• Connect AI Assistants to Cooby
• Connect WhatsApp to Cooby: which option is right for you?
• Contact Card
• Conversations
• Cooby Required Fields permission set explanation
• Create HubSpot Contacts
• Create HubSpot Deals
• Create HubSpot Notes
• Create HubSpot Reports
• Create HubSpot Tasks
• Create HubSpot Tickets
• Create HubSpot Workflows
• Create Salesforce Reports
• Create Salesforce Tasks
• Custom Webhook integration guide
• Customize Contact Properties

D

• Deal Win Rate Influenced by WhatsApp
• Delete account data
• Did Cooby have any certification of security?
• Disconnect HubSpot Integration
• Does Cooby support automated and bulk messages?
• Downgrade subscription plan
• Download invoices and receipts

E

• Edit HubSpot Contact
• Error handling in developer console
• Error “FillRequiredFieldsBatch” when reinstalling Cooby package
• Exceed seat limitations
• Export Contacts

G

• Getting started with Cooby
• Grant access to chats

H

• How Can a Sales Manager Track Team WhatsApp Follow-ups With AI?
• How to connect Cooby with WhatsApp Business API
• How to connect to HubSpot
• How to disconnect or remove Cooby
• How to install the Cooby Chrome Extension
• How to Protect Your Account with Cooby - Meta Verified for Business on WhatsApp
• How WhatsApp messages sync to HubSpot
• How WhatsApp messages sync to Salesforce
• HubSpot permissions
• HubSpot Sidebar

I

• Import Contacts
• Inactive Deals Report
• Inbox Zero
• Install Cooby on HubSpot
• Invite and manage team members
• Is Cooby a CRM?
• Is it possible to add more custom variables to my template message?
• Is there any difference between the Inbox Tab and the All Tab?

J

• Join another Workspace

L

• Linked Contacts

M

• Manage language preferences
• Manage tabs
• Managing Cloud Sync Connections
• Manual-Sync
• Mark all chats as closed
• Mark all chats as read
• Message Templates

N

• Notes

O

• Open WhatsApp chats from HubSpot

P

• Pay for my subscription in USD using locally issued debit/credit cards
• Payment methods
• Permission Set and Access Configuration

R

• Reminders
• Reset password
• Review Salesforce Opportunity

S

• Salesforce Auto-Sync
• Salesforce Contact
• Salesforce Customize Lead/Contact Properties
• Salesforce Manual-Sync
• Salesforce Sandbox Installation Guide
• Send a WhatsApp chat on HubSpot
• Set up the Salesforce integration (for admins)
• Start a chat from Lead/Contact page
• Start message syncing (For admin & member use)
• Switch to Daily Messages Syncing
• Synced Messages
• Syncing historical messages in Webhook integration

T

• Tabs
• Template
• The timing for making the payment
• Troubleshooting Cloud Sync Issues
• Troubleshooting: how to fix WhatsApp connecting issues with Salesforce
• Troubleshooting: how to fix WhatsApp syncing issues with HubSpot

U

• Updating your billing information
• Upgrade subscription plan
• Using Cooby contact properties as a HubSpot report's filter

V

• View all synced message in a tab
• View WhatsApp properties in Salesforce

W

• Webhook column definitions
• Webhook integration synchronization frequency
• Webhook integration syncing mechanism
• What are the technical measures in place to ensure data security?
• What Can a Sales Rep Ask an AI Assistant Connected to WhatsApp?
• What extensions conflict with Cooby?
• What file formats are supported in Conversations?
• What happens when I connect to HubSpot for the first time?
• WhatsApp Activity
• WhatsApp Message
• Where to find WhatsApp messages in Salesforce
• Why can't I connect to HubSpot?
• Why choose Cooby?
• Workspace

Z

• Zapier Integration guide

Need help?

New to Cooby? Start with Getting started with Cooby. For any other questions, reach out to support@cooby.co 💜

Updated on: 05/11/2026