Having trouble with syncing WhatsApp messages into HubSpot?
Don't fret! Our comprehensive guide addresses common user concerns such as "My message did not sync!" or "I can't see any chats on my HubSpot." Discover effective self-diagnostic techniques to resolve these issues effortlessly. Learn how to troubleshoot and ensure seamless communication within HubSpot. Follow our step-by-step instructions below.
Grant access
After you join the team and connect with HubSpot, you will need to grant your access to allow Cooby to sync messages to HubSpot.
Every time your sync permission changes, you will need to accept it again.
Sync now
If your sync permission is set to auto-sync, you will see your sync status in the corner of the contact page on WhatsApp Web, click it.
You may notice that the last sync time is not recent compared to your latest message.
Click the
Sync nowbutton to manually trigger the syncing process.
A popup will appear, select
Sync.
You will notice the sync status changing to Syncing...
Once the process is complete, the sync status will be displayed as Sync completed, and you will notice a change in your last sync time. Please go to your HubSpot account to verify if the message has been successfully synced.
Reach the Synced limitation
If you reach your monthly message sync limit, your syncing status will be automatically changed from Synced to Paused. You can verify this change on your WhatsApp Web.
Turned on the auto-sync permission
Click here and click on your Auto-sync Setting and ensure that the contact's auto-sync permission is turned on.
Enabled Cooby in your "Filter activity" settings
Open HubSpot and click on any contact
Click and expand
filter activity
Ensure that
WhatsAppare enabled under the Integrations section.
Your HubSpot permission
Go to the
setting pageon HubSpot
Click
Users & Teams
Hover over your name field and click
Actionsto access theEdit Permissionsoption.
Go to Narrow access with Permissions and make sure that all your permissions in CRM access are set to Everything can view.
If not, please ask your admin/super admin to enable your permission.
Authorizer permissions
Who is responsible for connecting HubSpot with Cooby?
We recommend that the person responsible for connecting Cooby with HubSpot be super admin in HubSpot. This will ensure that everyone can see all messages in HubSpot once the setup is completed.
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] 💜