When connected to your HubSpot account, Cooby supports the creation of HubSpot objects directly from your WhatsApp Web interface. Furthermore, it supports the view of these records on WhatsApp Web without the need to switch back to your HubSpot account.
How to configure HubSpot record viewability
Only the Admin role can edit this permission
Go to your HubSpot Integration Setting page
Click
Enabled records
On this page, you can use the toggle switch to select the records that members are allowed to review. All records are enabled by default when the HubSpot integration is connected.
After completing these steps, return to your WhatsApp Web and REFRESH the page. The changes will then be reflected on your HubSpot sidebar.
Each change applies solely to the members who have refreshed the page.
Notices
Currently, Cooby offers the option to either review all records or none when the toggle switch is on or off.
For objects with multiple records, sorting is applied based on the following rules:
Notes are sorted by creation date in descending order.
Tasks are sorted by due date in ascending order.
Tickets are sorted by creation date in descending order.
Deals are sorted by deal ID.
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] 💜