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Grant access to chats

The following is a guide for how to grant Cooby access to your WhatsApp chats so it can sync them to your Cooby workspace and CRM.

Works with: ✅ Chrome Extension ❌ Cloud Sync ❌ WhatsApp Business API

After you join your team's Cooby workspace and verify your email, a Grant Access to Cooby pop-up will appear automatically when you open WhatsApp Web with the Cooby extension.

Grant Access to Cooby pop-up in WhatsApp Web

This permission request allows Cooby to see your WhatsApp messages, contacts, and profile pictures so it can sync your chats. Before accepting, you can review Cooby's Terms and Conditions and Privacy Policy.

Click Accept to start syncing. Cooby will sync this WhatsApp account's chats to your Cooby workspace, and to HubSpot or Salesforce if your workspace is connected to one.

If you click Decline, Cooby will not read or sync any chats from this WhatsApp account. The pop-up will appear again when you open WhatsApp Web 24 hours later, so you can accept it then.

Next: Set up your team permissions

We hope this document helps you better understand how Cooby works. For any concerns or questions, kindly email us at support@cooby.co 💜

Updated on: 19/10/2026

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