What is a Linked Contact?

A Linked Contact is an established connection between your WhatsApp contact and the corresponding contact in HubSpot.

Cooby does this by “linking” WhatsApp contacts and HubSpot contacts via phone number. When contact is linked, you will be able to see their HubSpot contact card on your WhatsApp. You will be able to edit the contact’s properties like name, company, and title and create tickets, and deals associated with this contact. Any 1-1 or group chats that this contact is a part of will be eligible to be synced to HubSpot.

Open your Hubspot Sidebar and open a WhatsApp contact that isn't linked with a HubSpot contact.

Click Link and search for the name, email, or phone number of the HubSpot contact.

Choose the HubSpot contact that you want to link with, and click Link.

When you link a contact, the contact's phone number on HubSpot will be replaced by the phone number on WhatsApp. This is a necessity because there can only be 1 phone number that establishes the linkage.

To unlink a contact, simply click on the not the right contact > Confirm by clicking on the unlink.

Cooby will remember that you unlinked this contact and will not perform Auto-link on it in the future.

Cooby makes linking contacts super easy by automating the process. Cooby will attempt to automatically link any WhatsApp contacts that have the same phone number as a HubSpot contact.

There are 2 methods of Auto-linking:

This method will only link a contact when the phone numbers are exact matches, including the country code.

This type of Auto-link occurs in 3 instances:

This method will link a contact when the phone numbers are matched irrespective of the country code

This type of Auto-link occurs only in 1 instance:

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly email us at [email protected] 💜