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 WhatsApp message or associate it with other HubSpot records (contacts, company, tickets) when creating a deal.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly email us at support@cooby.co 💜
Updated on: 26/05/2025
Thank you!