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