Create HubSpot Tasks

Updated 2 weeks ago by Gin Lin

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

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

  1. 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 💜

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