Salesforce Message Syncing
Cooby supports 2 ways to sync WhatsApp messages into Salesforce:
This will automatically sync all chats from linked contacts into Salesforce.
Learn more about Auto-sync
You can also manually sync selected chats to Salesforce. This can be found on the Salesforce contact card for any linked contact.
Learn more about Manual-sync
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at support@cooby.co 💜
Auto-sync
This will automatically sync all chats from linked contacts into Salesforce.
Learn more about Auto-sync
Manual-sync
You can also manually sync selected chats to Salesforce. This can be found on the Salesforce contact card for any linked contact.
Learn more about Manual-sync
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at support@cooby.co 💜
Updated on: 02/06/2025
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