Install Cooby on HubSpot

Updated 2 weeks ago by Albert Tseng

The following is a guide for installing Cooby to your HubSpot account and turning on the necessary filters on HubSpot.

  1. Navigate to the HubSpot Integration page in your Workspace and click on "Connect to HubSpot"
  2. Select the HubSpot account that you wish to integration with and click "Choose Account".
  3. Confirm that you are installing Cooby into your HubSpot. You should see the successfully connected page.
  4. Head over to your HubSpot account and click on any contact.
  5. Click on the "filter activity" button.
  6. Scroll down and ensure that Cooby has been selected under the integration section for you to be able to view your synced conversations in your activity timeline.
  7. Done! You have successfully connected HubSpot!

Next: Grant Cooby access to your WhatsApp chats

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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