Create HubSpot Reports
Do you want to track your team’s sales activity on WhatsApp?
One of the most powerful things with Cooby's HubSpot Integration is the ability to utilize synced messages to generate reports on HubSpot.
The following is a guide to create a simple Activity leaderboard report in HubSpot.
Go to HubSpot > Reports
Click on Create report
Search for “activity” and click on Activity leaderboard by rep with type breakdown
Choose WhatsApp in the “Activity type” dropdown
Now you can easily track how much WhatsApp activity each of your team members have! Feel free to utilize it in other reports as well.
If you want to track your team’s WhatsApp activity over time, here’s how to create a HubSpot report that will give you the visibility into how your team is performing over time.
The easiest way to generate a report is to start with one of HubSpot’s prebuilt reports, let’s get started:
Go to HubSpot > Reports
Click on Create report
Search for “call created” and click on Call created totals by day
Click on Customize
Click on Data in the top tab, we need to add some new data into the report
Click on Add Activity Property button and choose Activity assigned to
Go back to Visualization and drag and drop Activity assigned to into the displaying section.
Click on Filters and choose WhatsApp in the “Activity type” dropdown.
Optionally, add another filter to specify that the “Activity assigned to” is known
Finally, adjust the timeframe (this quarter, this year) you want to view and the buckets (daily, weekly, monthly) you want to view them in.
Congratulations! You’re one step closer to driving more success and productivity for your team!
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 💜
One of the most powerful things with Cooby's HubSpot Integration is the ability to utilize synced messages to generate reports on HubSpot.
The following is a guide to create a simple Activity leaderboard report in HubSpot.
Basic: Sales Activity report
Go to HubSpot > Reports
Click on Create report
Search for “activity” and click on Activity leaderboard by rep with type breakdown
Choose WhatsApp in the “Activity type” dropdown
Now you can easily track how much WhatsApp activity each of your team members have! Feel free to utilize it in other reports as well.
Advanced: Time-Series report
If you want to track your team’s WhatsApp activity over time, here’s how to create a HubSpot report that will give you the visibility into how your team is performing over time.
The easiest way to generate a report is to start with one of HubSpot’s prebuilt reports, let’s get started:
Go to HubSpot > Reports
Click on Create report
Search for “call created” and click on Call created totals by day
Click on Customize
Click on Data in the top tab, we need to add some new data into the report
Click on Add Activity Property button and choose Activity assigned to
Go back to Visualization and drag and drop Activity assigned to into the displaying section.
Click on Filters and choose WhatsApp in the “Activity type” dropdown.
Optionally, add another filter to specify that the “Activity assigned to” is known
Finally, adjust the timeframe (this quarter, this year) you want to view and the buckets (daily, weekly, monthly) you want to view them in.
Congratulations! You’re one step closer to driving more success and productivity for your team!
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: 28/05/2025
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