HubSpot
Connect your HubSpot App with SyncMate
Last Updated: September 15, 2025To connect your HubSpot App with SyncMate, you need to follow the easy steps below: Step 1: First of all, you will need to connect you WhatsApp with SyncMate, follow the Connection guide. Step 2: Once your WhatsApp is connected, Activate the HubSpot app. Step 3: After that, click on Connect button to connect with...
How to Save a WhatsApp Contact to HubSpot Using SyncMate?
Last Updated: September 15, 2025Step 1: Open “WhatsApp Web” in your browser. Step 2: Open the chat of the contact you want to save to HubSpot. Step 3: On the right-hand sidebar, you’ll see green SyncMate icons. Click on the “Save Contacts” icon. Step 4: A form will appear; fill in the required details, and click Submit. ...
How to create a Deal for a WhatsApp Contact in HubSpot via SyncMate?
Last Updated: September 15, 2025Step 1: Open WhatsApp Web in your browser. Step 2: Select the chat of the contact for whom you want to create a deal. Step 3: In the right sidebar, locate the green icons and click on the “Create Deal” icon. Step 4: Complete the form with the required deal details, then click...
How to Create a Note for a WhatsApp Contact in HubSpot using SyncMate?
Last Updated: September 15, 2025Step 1: Open WhatsApp Web in your browser. Step 2: Select the chat of the contact for whom you’d like to create a note. Step 3: In the right-hand sidebar, locate the green icons and click the “Create Note” icon. Step 4: Fill out the form with the necessary details, then click Submit. Step 5:...
How to Create a Task for a WhatsApp Contact in HubSpot using SyncMate?
Last Updated: September 15, 2025Step 1: Open WhatsApp Web in your browser. Step 2: Open the chat of the contact for whom you want to create a task. Step 3: In the right-hand sidebar, locate the green icons and click the “Create Task” icon. Step 4: Complete the task form with the required details, then click Submit. Step...
How to Create a Ticket for a WhatsApp Contact in HubSpot through SyncMate?
Last Updated: September 15, 2025Step 1: Log in to your WhatsApp Web account. Step 2: Open the chat with the contact for whom you want to create a ticket. Step 3: In the right-hand sidebar, click the green “Create Ticket” icon. Step 4: Fill out the form with the required details, then click Submit. Step 5: Open your HubSpot...
How to Create a Log for a WhatsApp Contact in HubSpot through SyncMate?
Last Updated: September 15, 2025Step 1: Log in to your WhatsApp Web account. Step 2: Open the chat with the contact. Ensure this contact is already saved in your HubSpot account. Step 3: In the right-hand sidebar, click the green “Create Log” icon. Step 4: Complete the form with the required details and select Submit. Step 5: Sign...
How to Back Up and associate Your Contacts’ Data in HubSpot?
Last Updated: September 16, 2025To back up your contacts’ data in HubSpot, follow the steps outlined in this user guide: Once you’ve saved your contacts in HubSpot, you can also back up their chats and activities. Follow the steps below to enable automatic syncing and manage associations. Step 1: Before backing up, make sure the contact is already saved...
An Onboarding Guide for Hubspot Via SyncMate
Last Updated: September 15, 2025Follow 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...