How WhatsApp messages sync to Salesforce
Cooby syncs WhatsApp messages with your linked leads and contacts to Salesforce. Admins choose how each member syncs on the Members page.
Works with: ✅ Chrome Extension ✅ Cloud Sync ✅ WhatsApp Business APIOnly Cooby Custom plan users can integrate Cooby with Salesforce. If you're interested, please contact the Cooby Sales Team.Sync options
In Settings > Members, choose one of these options in the Salesforce Integration Permission column.
- Auto sync: syncs all interaction history with linked leads and contacts automatically. Learn more about Auto-sync
- Manual sync: syncs only the conversations the member selects from the Cooby sidebar on WhatsApp Web. Learn more about Manual-sync
- Not enabled: nothing syncs to Salesforce for this member.
How syncing works with each connection method
Connection method | Auto sync | Manual sync |
|---|---|---|
WhatsApp Business API | Syncs in the cloud. WhatsApp Web doesn't need to be open. | Not available |
Cloud Sync | Syncs in the cloud. WhatsApp Web doesn't need to be open. | Not available |
Chrome Extension | Syncs while WhatsApp Web is open, and continues from where it left off when you open it again. | From the Cooby sidebar on WhatsApp Web |
Past messages
When you first connect Salesforce on the Custom plan, Cooby also syncs your past WhatsApp messages. Past messages don't sync during a trial.
Before messages sync
Each member needs the Cooby Member and Cooby Required Fields permission sets in Salesforce, and needs to authorize Salesforce. See Set up the Salesforce integration (for admins).
Next step
Synced messages appear in the WhatsApp Chats by Cooby panel on lead and contact pages. To show them on accounts, opportunities and tasks too, see WhatsApp Message in Task/Account/Opportunity Page.
Need help?
For any questions, email us at support@cooby.co 💜
Updated on: 30/10/2026
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