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  • How to Create a Note for a WhatsApp Contact in HubSpot using SyncMate?

How to Create a Note for a WhatsApp Contact in HubSpot using SyncMate?

< 1 min read

Step 1: #

Open WhatsApp Web in your browser.

WhatsApp Web

Step 2: #

Select the chat of the contact for whom you’d like to create a note.

Open Chat box of that contact to whom you wanted to create any action.

Step 3: #

In the right-hand sidebar, locate the green icons and click the “Create Note” icon.

Create Note

Step 4: #

 Fill out the form with the necessary details, then click Submit.

Submitting note

Step 5: #

Log in to your HubSpot account, open the contact record, and you’ll see the note added automatically.

 

Updated on September 15, 2025

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