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HubSpot Integration

Where do I see the HubSpot notes / tasks I created on WhatsApp?

Once you've created HubSpot notes and tasks, you may find them within your activity timeline. Open your HubSpot. Select contact of choice. Activity timeline is arranged according to time saved. This…

Updated 9 months ago by Maybelline Olivan

How do I unlink a contact?

How to unlink contacts: Open your Cooby Extension . Click on the integration button on the upper right section of the screen. Open the contact that you wish to unlink. Select the 'Not the right conta…

Updated 9 months ago by Maybelline Olivan

Where can I see my synced conversations on HubSpot?

Now that you've linked a WhatsApp number to a contact and synced your conversations to HubSpot, you may always go back to them anytime for reference. To see your synced conversations on HubSpot, see…

Updated 9 months ago by Maybelline Olivan

How do I link a WhatsApp number to an existing HubSpot contact?

How to link a WhatsApp number to an existing HubSpot contact: Open your Cooby Extension . Click on the integration button on the upper right section of the screen. Search for the name, email, or phon…

Updated 9 months ago by Maybelline Olivan

How do I create a new HubSpot contact within WhatsApp?

Never lose customer contact information again by creating HubSpot contacts within WhatsApp. Simply follow the steps below Open your Cooby Extension. Select a contact. Click on the integration button…

Updated 9 months ago by Maybelline Olivan

How do I sync WhatsApp conversations to HubSpot?

There are two ways to sync your WhatsApp conversations to HubSpot: Auto Sync - every time you log into Cooby Extension with your WhatsApp account, the conversations would automatically be synced into…

Updated 9 months ago by Maybelline Olivan

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