How WhatsApp messages sync to HubSpot
Cooby syncs WhatsApp messages with your linked contacts to HubSpot as WhatsApp activities. Admins choose how each member syncs on the Members page.
Sync options
In Settings > Members, choose one of these options in the HubSpot Integration Permission column.
- Auto sync: syncs all interaction history with linked 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 HubSpot 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 HubSpot, Cooby can also sync past messages. How far back it goes depends on your connection method and plan. See What happens when I connect to HubSpot for the first time?
Next step
See how synced messages look in HubSpot in Synced Messages.
Need help?
For any questions, email us at support@cooby.co 💜
Updated on: 27/10/2026
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