HubSpot Sidebar
Updated 2 weeks ago
by
Albert Tseng
The HubSpot Sidebar is a UI panel that will appear when you enable your HubSpot Integration.
Boost productivity and reduce time spent on doing administrative work by creating HubSpot tasks within WhatsApp.
You will be able to perform the following actions with the HubSpot Sidebar:
Link Contacts
Linking contacts is the process of connecting a WhatsApp contact with a HubSpot contact.
Learn more about Link Contacts
Create Contacts
You can create a new HubSpot contact directly from a WhatsApp chat.
Edit Contacts
You can edit a contact's properties directly from a WhatsApp chat.
Create Notes
You can create a new HubSpot Note directly from a WhatsApp chat.
Create Tasks
You can create a new HubSpot Task directly from a WhatsApp chat.
Create Deals
You can create a new HubSpot Deal directly from a WhatsApp chat.
Create Tickets
You can create a new HubSpot Ticket directly from a WhatsApp chat.
Next: Message Syncing
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly shoot us a WhatsApp message at +14159699946 or email us at support@cooby.co 💜
