Before you start syncing messages to Salesforce, please ensure you meet the following requirements:
You have accepted the Cooby invitation sent by your Workspace admin.
You have installed the Cooby extension on your WhatsApp Web.
You have a Salesforce account.
Your Salesforce system administrator has assigned you the Cooby member permission set and the required Cooby fields permission set.
If you are missing any of the above requirements, you won’t be able to sync your WhatsApp messages to Salesforce. Please contact your admin for assistance in granting the necessary permissions.
I. Start WhatsApp Message Syncing
Grant sync access to Cooby
Go to your WhatsApp Web, refresh the page, and you will see the Salesforce icon on the Cooby nav bar as well as the Salesforce right-side panel. Click
Authorize.
Once authorized, manually check this step to mark it as done!
Auto-link contacts
Click on a WhatsApp contact. If a phone number matches one of your Salesforce contacts, a contact card will be displayed on your WhatsApp Web side panel.
Once completed, manually check this step to mark it as done!
Start syncing messages
Once the contact is created/ linked, you can start syncing messages! With Auto-sync permission, your messages with this contact will automatically sync to Salesforce. If you use manual sync, you’ll need to select the messages to sync to Salesforce.
If you would like to manage your sync permission settings, please contact your workspace admin to make changes.
If you are using auto-sync, you can also click the
Sync nowto manually trigger syncing.
Once completed, manually check this step to mark it as done!
II. View WhatsApp Messages in Salesforce
Open Lead/Contact profile
On WhatsApp Web, find a linked Lead/Contact and click the Salesforce icon next to their name to open their profile in Salesforce.
View WhatsApp messages
The initial message sync may take up to 15 minutes. Once syncing is complete, WhatsApp messages will appear in the WhatsApp Chats by Cooby panel.
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] 💜