Create HubSpot Deals

Updated 2 weeks ago by Gin Lin

To create a deal, open your Hubspot Sidebar and open a WhatsApp contact that is linked with a HubSpot contact.

  1. Click on + Add next to Deal.
  1. Fill in your desired fields.
  1. 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 💜

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