Create HubSpot Deals

To create a deal, open your Hubspot sidebar and open a WhatsApp contact that is linked with a HubSpot contact.

1. Click on + Add next to Deal.

2. Fill in your desired fields

3. 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