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.
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] 💜