Cooby supports syncing four contact properties to your HubSpot, which are:
Last message sent by contact
Last message sent by team
Last WhatsApp properties sync time
Last WhatsApp messages sync time
You can use these four different contact properties as filters to generate reports based on your use case.
Implementation
1. Go to your HubSpot report page.
2. Click Create report and select Custom Report Builder.
3. Select Contact as the data source and choose any CRM object you want to include in the report.
4. Then, select Activities in the Sales field and click Next.
5. Click Filters and search for the Cooby properties mentioned above to use as your filter.
6. You can also apply additional filters to these contact properties.
7. Once done, click Save report. Name it and click Save & add.
Example: the relationship between WhatsApp messages and the deal amount
Before:
After:
After filtering out messages that did not receive a reply from the customer, we discovered a significant difference that helped us clarify the relationship between agents' use of WhatsApp messages and transaction amounts. This isn't just a change in numbers; it also provides more useful insights into WhatsApp messaging.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding communicating at scale, kindly email us at [email protected] 💜