Cooby supports syncing messages not only with contacts but also with all associated accounts and opportunities.
Adding Cooby component to Task page
Please note that the Task object only supports manual sync; it cannot auto-sync messages to tasks.
Click one of Task you have.
Click
settingand selectEdit Page.
Drag WhatsApp Conversations to wherever you want to add the component.
Click on
SavethenActivate, choose App Default then selectSales.
Click
Saveand return to the previous page, you should see the new component.
Adding Cooby component to Account page
Click one of Accounts you have.
Click
settingand selectEdit Page.Drag WhatsApp Conversations to wherever you want to add the component. For example, it can be under the Activity section.
Click on
SavethenActivate, choose App Default then selectSales.Click
Saveand return to the previous page, you should see the new component.
Only chats from associated Contacts will appear under an Account. Once the Contacts are disassociated, their chats will no longer be visible.
Adding Cooby component to Opportunity page
Click one of Opportunity you have.
Click
settingand selectEdit Page.Drag WhatsApp Conversations to wherever you want to add the component. For example, it can be under the Activity section.
Click on
SavethenActivate, choose App Default then selectSales.Click
Saveand return to the previous page, you should see the new component.
Only chats from associated Contact Roles will appear under an Opportunity. Once the Contact Roles are disassociated, their chats will no longer be visible.
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] 💜