Create HubSpot Tasks

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

1. Click on + Add next to Task.
   

2. Fill in your desired fields
   
3. You can also attach the WhatsApp message or associate it with other HubSpot records (contacts, company, tickets, deals) when creating a task.

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