What happens when I connect to HubSpot for the first time?
When you connect HubSpot for the first time, Cooby does two things in the background. It links your WhatsApp contacts to your HubSpot contacts, then it syncs your WhatsApp messages to HubSpot.
Auto-link
Cooby links each WhatsApp contact to the HubSpot contact with the exact same phone number, including the country code. After the first run, Cooby checks for new matches once a day, so contacts you add to HubSpot later are linked too. Learn more about Auto-link
Past messages
Cooby also syncs your past messages to HubSpot. How far back it goes depends on how you connect WhatsApp.
Connection method | Past messages synced |
|---|---|
WhatsApp Business API | Up to 6 months, if you allowed chat history sharing on your phone during setup |
Cloud Sync | Up to 90 days |
Chrome Extension | Messages loaded on WhatsApp Web when you connect |
New messages
After the first sync, new messages sync to HubSpot automatically for members whose HubSpot sync is set to Automatic. Admins choose this for each member on the Members page. Learn more about Auto-sync
Need help?
For any questions, email us at support@cooby.co 💜
Updated on: 27/10/2026
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