HubSpot Sidebar

The HubSpot Sidebar is a UI panel that will appear when you enable your HubSpot Integration.

Boost productivity and reduce time spent on doing administrative work by creating HubSpot tasks within WhatsApp.

You will be able to perform the following actions with the HubSpot Sidebar:

Link Contacts

Linking contacts is the process of connecting a WhatsApp contact with a HubSpot contact.

Learn more about Link Contacts

Create Contacts

You can create a new HubSpot contact directly from a WhatsApp chat.

Learn how to Create Contacts

Edit Contacts

You can edit a contact's properties directly from a WhatsApp chat.

Learn how to Edit Contacts

Create Notes

You can create a new HubSpot Note directly from a WhatsApp chat.

Learn how to Create Notes

Create Tasks

You can create a new HubSpot Task directly from a WhatsApp chat.

Learn how to Create Tasks

Create Deals

You can create a new HubSpot Deal directly from a WhatsApp chat.

Learn how to Create Deals

Create Tickets

You can create a new HubSpot Ticket directly from a WhatsApp chat.

Learn how to Create Tickets

Next: Message Syncing

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: 27/06/2025