HubSpot Sidebar

7 articles

HubSpot Sidebar

The HubSpot Sidebar is a UI panel that will appear when you enable your HubSpot Integration. Boost productivity and reduce time spent on doing administrative work by creating HubSpot tasks within Wha…

Updated 2 weeks ago by Albert Tseng

Create HubSpot Contacts

To create a new contact, open your Hubspot Sidebar and open a WhatsApp contact that is not linked with a HubSpot contact. Click on Create and you'll see a list of contact properties you can fill in.…

Updated 2 weeks ago by Gin Lin

Edit HubSpot Contact

To edit a contact , open your Hubspot Sidebar and open a WhatsApp contact that is linked with a HubSpot contact. On the Contact Card, click on Edit. Edit your desired fields and click Save. Note: Cur…

Updated 2 weeks ago by Albert Tseng

Create HubSpot Notes

To create a note , open your Hubspot Sidebar and open a WhatsApp contact that is linked with a HubSpot contact. Click on + Add next to Notes. Fill in your note. You can optionally attach WhatsApp mes…

Updated 2 weeks ago by Gin Lin

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 + Add next to Task. Fill in your desired fields. You can also attach the WhatsA…

Updated 2 weeks ago by Gin Lin

Create HubSpot Deals

To create a deal, open your Hubspot Sidebar and open a WhatsApp contact that is linked with a HubSpot contact. Click on + Add next to Deal. Fill in your desired fields. You can also attach the WhatsA…

Updated 2 weeks ago by Gin Lin

Create HubSpot Tickets

To create a ticket, open your Hubspot Sidebar and open a WhatsApp contact that is linked with a HubSpot contact. Click on + Add next to Ticket. Fill in your desired fields. You can also attach the Wh…

Updated 2 weeks ago by Gin Lin