How to use HubSpot Integration: your quick start guide
Updated 2 weeks ago
by
Albert Tseng
Introduction
Cooby can help connect your WhatsApp to HubSpot. With Cooby you'll be able to automatically sync your WhatsApp messages to HubSpot and save hours a day on administrative CRM work.
Connect HubSpot
The first step to getting started is connecting Cooby to your HubSpot account. This step includes installing Cooby into your HubSpot account and granting permission to read and write contents within your Hubspot account.
Permissions
As the admin, you can control which members have access to the HubSpot Integration.
Learn more about Integration permission
As the admin, you can also control which members have Auto-sync enabled.
HubSpot Sidebar
From the HubSpot Sidebar, you can access your Hubspot data in WhatsApp. When contacts are linked, you'll see their contact details on HubSpot. You'll be able to edit contact properties, create tickets, create deals, create notes and tasks.
Message Syncing
Sync WhatsApp messages into HubSpot for record keeping and visibility.
Learn more about Message Syncing
Synced Messages (on HubSpot)
Understand how Cooby syncs your messages into HubSpot, and the different methods to read messages.
Learn more about Synced Messages
Reports (on HubSpot)
You can draw meaningful insights from the synced messages by using them to generate reports on HubSpot.
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 💜
