Follow the steps in our user guide to connect your HubSpot app with SyncMate. Once connected, your HubSpot app will be ready to use, giving you direct access to all HubSpot features through SyncMate.
Step 1: #
To schedule and send bulk messages, please refer to our user guide: Bulk messaging at a scheduled time using SyncMate.
Step 2: #
To enable automatic syncing and manage associations, you need to follow our user guide How to Back Up Your Contacts Data in HubSpot?
Step 3: #
To save a WhatsApp contact to HubSpot using SyncMate, please refer to our user guide: How to Save a WhatsApp Contact to HubSpot Using SyncMate?
Step 4: #
To create a Deal for a WhatsApp Contact in HubSpot using SyncMate, please refer to our user guide: How to create a Deal for a WhatsApp Contact in HubSpot via SyncMate?
Step 5: #
To create a note for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide: How to Create a Note for a WhatsApp Contact in HubSpot using SyncMate?
Step 6: #
To create a task for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide: How to Create a Task for a WhatsApp Contact in HubSpot using SyncMate?
Step 7: #
To create a ticket for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide, How to Create a Ticket for a WhatsApp Contact in HubSpot through SyncMate?
Step 8: #
To create a log for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide, How to Create a Log for a WhatsApp Contact in HubSpot through SyncMate?
