Cooby: WhatsApp Integration

Cooby: WhatsApp Integration with HubSpot

Fully Secure Integration

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Examples of Integration Workflow Triggers and Actions

New WhatsApp Message Received

Triggered when a new message is received from a lead or customer via WhatsApp using Cooby, enabling automatic creation of tickets or tasks in HubSpot for follow-up.

WhatsApp Message Opened

Activated when a WhatsApp message is opened by a team member in Cooby, allowing for automatic updating of contact records and activity tracking in HubSpot for customer engagement analysis.

New WhatsApp Contact Added

Triggered when a new contact is added or identified through WhatsApp using Cooby, enabling automatic creation of contact records and lead assignment in HubSpot for lead management.

WhatsApp Message Replied

Activated when a WhatsApp message is replied to by a team member in Cooby, allowing for automatic updating of conversation status and follow-up tasks in HubSpot for ongoing support and resolution.

Conversation Tagged with Specific Label

Triggered when a conversation is tagged with a specific label or category in Cooby, enabling customized workflows or notifications in HubSpot based on conversation categorization for efficient team collaboration.

Chat Transcript Generated

Activated when a chat transcript is generated for a conversation on WhatsApp through Cooby, allowing for automatic archiving and logging of communication history in HubSpot for compliance and record keeping.

New Opportunity Created in HubSpot

Triggered when a new opportunity is created or identified in HubSpot, enabling automatic enrollment in Cooby's WhatsApp communication flows for lead nurturing and sales support.

WhatsApp Message Tagged with Specific Label

Activated when a message is tagged with a specific label or category in WhatsApp through Cooby, allowing for customized workflows or notifications in HubSpot based on message categorization.

Lead Qualified Through Chatbot Interaction

riggered when a lead is qualified or progresses through a chatbot interaction on WhatsApp through Cooby, enabling automatic updating of lead properties or assignment to sales teams in HubSpot for further engagement.

Lead Opted Out of WhatsApp Communication

Activated when a lead opts out of receiving further messages on WhatsApp through Cooby, allowing for automatic updating of subscription preferences and follow-up actions in HubSpot for compliance management.

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Frequently Asked Questions

The integration enables seamless communication with leads and customers via WhatsApp using Cooby's solution, allowing for instant messaging, support interactions, and automated follow-ups directly within HubSpot.
Yes, you can engage with leads and customers instantly via WhatsApp using HubSpot with Cooby integration, providing timely support, assistance, and personalized communication throughout the customer journey.
By leveraging Cooby's WhatsApp integration with HubSpot, you can automate follow-up messages, notifications, and reminders for customer inquiries and tasks, ensuring prompt response and resolution without manual intervention.
Actions such as message receipt, message opening, contact addition, message reply, and conversation tagging can be triggered between HubSpot and Cooby: WhatsApp integration for efficient customer communication and support management.
Absolutely! You can track and analyze customer engagement metrics, support interactions, conversation statuses, and response times using HubSpot with Cooby integration for performance analysis and optimization of customer service strategies.
Customer support teams can benefit from instant messaging, automated follow-ups, and efficient task management using HubSpot with Cooby: WhatsApp integration, improving response times, customer satisfaction, and team productivity.
Yes, you can ensure consistency and collaboration in customer support efforts by tagging conversations, automating notifications, and assigning tasks based on predefined criteria using HubSpot with Cooby integration for streamlined team coordination.
Yes, you can use Cooby: WhatsApp integration with HubSpot for various use cases such as lead nurturing, customer onboarding, support inquiries, appointment scheduling, and feedback collection for personalized customer engagement and relationship building.
By integrating WhatsApp communication with HubSpot's CRM and automation capabilities, the integration supports multichannel communication and omnichannel customer experiences, allowing for seamless interactions across different touchpoints and channels.
Yes, you can measure the effectiveness of WhatsApp communication and support interactions by tracking key metrics such as response times, resolution rates, customer satisfaction scores, and conversation outcomes using HubSpot with Cooby integration for performance evaluation and improvement.