WhatsApp CRM Integration

Your WhatsApp chats, in your CRM , automatically.

Cooby syncs every conversation, contact, and deal from WhatsApp Web straight into HubSpot, Salesforce, and 50+ CRMs. No copy-paste. No missed follow-ups. Your pipeline stays accurate while your team stays in the chat.

The blind spot

Your CRM can't see what happens in WhatsApp.

Your reps close in WhatsApp, but your CRM never hears about it. Conversations stay trapped in personal phones, follow-ups get forgotten, and every forecast is built on data that's days out of date. Manual logging was supposed to fix it. It didn't.

71%

of WhatsApp deal activity never reaches the CRM

5hrs

lost per rep each week to manual data entry

~40%

of messages reps actually remember to log

pipeline visibility for managers until it's too late

The fix

One integration. Your whole pipeline, in sync.

Cooby runs quietly inside WhatsApp Web and pushes every conversation, contact, and deal into your CRM in real time, so the system of record finally matches what's actually happening.

Auto-sync chats to your CRM

Every WhatsApp message logs to the right contact, deal, or account the moment it's sent, no tabs, no copy-paste, no end-of-day catch-up. Cooby matches by phone number and keeps both sides current.

Real-timeTwo-wayZero manual entry

Contact & deal association

New numbers become CRM contacts automatically, and conversations link to the right open deals and accounts.

Full activity timeline

Complete chat history lands in your CRM activity feed. Managers see every touchpoint, without asking for screenshots.

Works with 50+ CRMs

HubSpot, Salesforce, Pipedrive, Zoho and more. Switch CRMs later and your WhatsApp history comes with you.

Team-wide visibility

Everyone sees the full conversation context inside the CRM, so there are no more "wait, what did we tell them?" moments when a deal changes hands. Onboard new reps with the entire relationship already in front of them.

Shared inbox contextHandoff-ready

How it works

Live in under two minutes.

No engineering, no migration project. Install the extension, connect your CRM, and keep working exactly the way you do today.

Connect your CRM

Add the Cooby extension to Chrome and link your CRM in a couple of clicks. Supports HubSpot, Salesforce, Pipedrive and more.

Chat on WhatsApp as usual

Your team keeps using WhatsApp Web the way they always have. Cooby runs in the background, capturing every message automatically.

Watch your CRM stay current

Conversations, contacts, and deals appear in your CRM in real time. Your pipeline is always accurate, with zero extra effort.

The difference

Cooby vs. logging it by hand

Cooby

Manual logging

Time per conversation

0 seconds, automatic

2–5 min of copy-paste

Data accuracy

100% of messages captured

~40%, reps forget

Pipeline visibility

Real-time, whole team

Delayed & inconsistent

Setup time

Under 2 minutes

Ongoing forever

Works across CRMs

HubSpot, Salesforce, 50+

Re-do it for each one

Questions

Frequently asked

Which CRMs does Cooby integrate with?

Cooby connects natively to HubSpot and Salesforce, with support for Pipedrive, Zoho, and 50+ more CRMs through direct integrations and Zapier. If your team switches CRMs, your synced WhatsApp history moves with you.

How long does setup take?

Most teams are live in under two minutes. Install the Chrome extension, sign in, and authorize your CRM, there's no migration, no IT ticket, and nothing to configure on the WhatsApp side.

Does Cooby sync old WhatsApp messages?

Yes. Alongside real-time syncing of new conversations, you can back-fill existing chat history to a contact or deal, so the full relationship is captured in your CRM from day one.

Can my whole team use the same integration?

Absolutely, Cooby is built for teams. Every rep's conversations sync to the shared CRM, and managers get full pipeline visibility without chasing screenshots or status updates.

Is my WhatsApp data secure?

Cooby encrypts your data end-to-end: messages flow from WhatsApp Web through Cooby's servers to your CRM over an encrypted connection. Cooby is GDPR and SOC 2 Type II compliant. You stay in control of what syncs and where.

Stop copy-pasting

Let your CRM update itself.

Connect Cooby in two minutes and keep every WhatsApp chat, contact, and deal in sync, automatically.

No credit card required · Free plan available