Cloud Sync Guide

• Cloud Sync Setup Guide

  Cloud Sync lets your team sync WhatsApp messages directly to your CRM without keeping WhatsApp Web open. Once a member's WhatsApp is connected to your workspace, messages sync automatically even when they are sent or received on mobile. Setup takes two steps. First connect your team members' WhatsApp accounts, then connect your CRM in the Integration Center. Cloud Sync is available on the Starter, Growth, and Custom plans. Historical message sync is available on the Growth and Custom plans oFew readers

• Managing Cloud Sync Connections

  Once Cloud Sync is set up, you can monitor and manage your team's WhatsApp connections from the WhatsApp connections page. This guide covers how to check connection status, disconnect an account, and keep your syncs running smoothly. Check your connections In your Cooby workspace, go to WhatsApp connections in the sidebar. Each row shows a team member and how they are connected. API Connection shows the member's WhatsApp Business API connection, if they use one. **Extension / ClFew readers

• Troubleshooting Cloud Sync Issues

  Having trouble with Cloud Sync? Don't fret! This guide covers the most common issues and how to resolve them. Follow the self-diagnostic steps below before reaching out to our team. My WhatsApp connection is not working Make sure you are using an updated version of WhatsApp on your device Check that you have granted Cooby all necessary permissions Try disconnecting and reconnecting the WhatsApp account Messages are not syncing to my CRM Verify that your CRM integration is propeFew readers