There are 2 easy steps to complete your Cloud Sync connection:
Connect WhatsApp to Cooby
Go to the Workspace homepage.
Find the account whose WhatsApp you want to connect.
Click
Start connection.
Please wait a few minutes while the QR code is being prepared. We will notify you by email once it’s ready.
When the status changes to Ready to Connect, click
Connect WhatsApp.
Scan the QR code with WhatsApp phone app.
Once you see Connected, it means it was successful.
Only admins can initiate the connection for the entire team, while members can only connect their own accounts; other accounts will remain disabled.
Connect to your CRM
Choose your CRM to start the integration setup:
Disconnect with Cloud Sync
Click
the 3 dotsassociated with the account you want to disconnect.Click
Disconnect WhatsApp.
Click
Disconnectin the confirmation pop-up.
Done! You will see the status change to Not Connected, but the last sync time will still have the value.
Learn more
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Cloud Sync, kindly email us at [email protected] 💜