To create a deal, open your Hubspot sidebar and open a WhatsApp contact that is linked with a HubSpot contact.
Click on
+ Addnext to Deal.
Fill in your desired fields.
You can also attach the WhatsApp message or associate it with other HubSpot records (contacts, company, tickets) when creating a deal.
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] 💜