To create a new contact, open your Hubspot sidebar and open a WhatsApp contact that is not linked with a HubSpot contact.
Click on
Createand you'll see a list of contact properties you can fill in.
Fill in your desired fields and click
Create.You can view the contact's HubSpot page by clicking on the
HubSpot iconnext to their name.
Phone numbers will be automatically filled and won't be editable (this is to establish a linked contact).
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] 💜