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.
- Navigate to the HubSpot Integration page in your Workspace and click on "Connect to HubSpot"
- Select the HubSpot account that you wish to integration with and click "Choose Account".
- Confirm that you are installing Cooby into your HubSpot. You should see the successfully connected page.
- Head over to your HubSpot account and click on any contact.
- Click on the "filter activity" button.
- 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.
- 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 support@cooby.co 💜
