Salesforce Message Syncing

Cooby supports 2 ways to sync WhatsApp messages into Salesforce:

Auto-sync

This will automatically sync all chats from linked contacts into Salesforce.

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: 11/07/2025

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