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Create HubSpot Deals

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

Works with: ✅ Chrome Extension ❌ Cloud Sync ❌ WhatsApp Business API

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.

Show WhatsApp activity on a deal created in HubSpot

Cooby syncs WhatsApp messages to HubSpot contacts. If you create a deal directly in HubSpot instead, you can still show the contact's WhatsApp activity on that deal.

When creating the deal in HubSpot, select the contact and check Add timeline activity from [contacts] to this deal starting from xxx.

The contact's activity, including WhatsApp messages, will appear on the deal.

Please note:

This applies only to deals created in HubSpot. It doesn't apply to deals created from the Cooby sidebar in WhatsApp.
WhatsApp activities are associated with the contact's primary company and the five most recent associated open deals. (Read more)
Syncing WhatsApp messages directly to Company, Ticket, or Deal records is available on Cooby Growth and Custom plans. Contact our Sales Team to learn more.

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: 16/10/2026

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