After you successfully integrate with Salesforce, we will link your WhatsApp contacts with Salesforce contacts/leads by automatically comparing phone numbers.
Please note that we only compare the Phone field in the contact/lead of Salesforce. For any other phone number field such as mobile, Home phone, etc, Cooby will not support automatic matching.
Create Salesforce contact
Click on
Salesforceicon on Cooby nav bar
Click
Create
Fill in all required information then click
Create
You will see the Salesforce contact card has been created on you Salesforce sidebar.
Link Salesforce existing contact
If the WhatsApp contact already exists in your Salesforce contact form but isn't automatically connected by the system, you can choose to connect it manually.
Click on
Salesforceicon on Cooby nav barType in some related words to search for the contact in the Link to existing lead or contact field, then select the right contact.
You will see the Salesforce contact card has been linked on you Salesforce sidebar.
Tips: If you can't find the relevant contact in the search results, try clicking the Update to refresh your Salesforce database.
Unlink Contact
To unlink a contact, simply click on the Unlink contact/lead > Confirm by clicking on the unlink.
Search-link Contacts
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 Salesforce contact.
Search-link (Fuzzy match)
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:
When you first connect to Salesforce, Cooby will perform Search-link (Fuzzy match) to link all of your WhatsApp contacts to your Salesforce contacts/leads.
After connecting to Salesforce, automatically trigger a search link for all contacts every 24 hours when WhatsApp Web is open.
When you click a chat on WhatsApp, Cooby will perform Search-link (Fuzzy match) on all of the WhatsApp numbers in the opened chat.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [email protected] 💜