The following is a guide for installing Cooby to your HubSpot account and turning on the necessary filters on HubSpot.
Navigate to the HubSpot Integration page in your Workspace and click on
Connect to HubSpot
Select the HubSpot account that you wish to integrate with and click
Choose Account.
Confirm that you are installing Cooby into your HubSpot. You should see the successfully connected page.
Head over to your HubSpot account and click on any contact.
Click on the
filter activity.
Scroll down and ensure that
WhatsApp activityhas been selected under the integration section for you to be able to view your synced conversations in your activity timeline.
Done! You have successfully connected to HubSpot!
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly email us at [email protected] 💜