Create HubSpot Deals
To create a deal, open your Hubspot Sidebar and open a WhatsApp contact that is linked with a HubSpot contact.
- Click on
+ Addnext to Deal.
- Fill in your desired fields.
- You can also attach the WhatsApp message or associate it with other HubSpot records (contacts, company, tickets) when creating a deal.
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 firstname.lastname@example.org 💜