Example Workflow Triggers and Actions

Integrate
heading shape

New WhatsApp Message Received

Triggered when a new message is received from a lead or customer via WhatsApp using Cooby, enabling automatic creation of tickets or tasks in HubSpot for follow-up.
heading shape

WhatsApp Message Opened

Activated when a WhatsApp message is opened by a team member in Cooby, allowing for automatic updating of contact records and activity tracking in HubSpot for customer engagement analysis.
heading shape

New WhatsApp Contact Added

Triggered when a new contact is added or identified through WhatsApp using Cooby, enabling automatic creation of contact records and lead assignment in HubSpot for lead management.
heading shape

WhatsApp Message Replied

Activated when a WhatsApp message is replied to by a team member in Cooby, allowing for automatic updating of conversation status and follow-up tasks in HubSpot for ongoing support and resolution.
heading shape

Conversation Tagged with Specific Label

Triggered when a conversation is tagged with a specific label or category in Cooby, enabling customized workflows or notifications in HubSpot based on conversation categorization for efficient team collaboration.
heading shape

Chat Transcript Generated

Activated when a chat transcript is generated for a conversation on WhatsApp through Cooby, allowing for automatic archiving and logging of communication history in HubSpot for compliance and record keeping.
heading shape

New Opportunity Created in HubSpot

Triggered when a new opportunity is created or identified in HubSpot, enabling automatic enrollment in Cooby's WhatsApp communication flows for lead nurturing and sales support.
heading shape

WhatsApp Message Tagged with Specific Label

Activated when a message is tagged with a specific label or category in WhatsApp through Cooby, allowing for customized workflows or notifications in HubSpot based on message categorization.
heading shape

Lead Qualified Through Chatbot Interaction

riggered when a lead is qualified or progresses through a chatbot interaction on WhatsApp through Cooby, enabling automatic updating of lead properties or assignment to sales teams in HubSpot for further engagement.
Hubspot Platinum Partner Badge

Integrations built by experts

CMS Developers I Badge
CMS Developers I
Hubspot Certified
CMS Developers II Badge
CMS Developers II
Hubspot Certified
HubSpot CMS Implementation Badge Logo 1
CMS Implementation
Hubspot Certified
Academy SEO
Academy SEO
Hubspot Certified
Inbound
Inbound
hubspot certified
Marketing hub
Marketing Hub
hubspot certified
Client Management
Client Management
hubspot certified
Inbound Marketing Badge
Inbound Marketing
hubspot certified
Shopify_Partner 1 (1)
Certified Partner
Shopify Certified
OWASP
OWASP Contributor
Owasp Certified
CEH 1
Ethical Hacker
eu council certified
large-mcafee-institute-logo 1 (1)
Systems Security
Mcafee Certified
100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Sheets

Connect

Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

CRM Integration Logo

Slack

Connect

Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

CRM Integration Logo

QuickBooks

Connect

Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

CRM Integration Logo

Salesforce

Connect

Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

CRM Integration Logo

Wordpress

Connect

Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

CRM Integration Logo

Mailchimp

Connect

Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

CRM Integration Logo

Stripe

Connect

Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

CRM Integration Logo

Asana

Connect

Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

CRM Integration Logo

Shopify

Connect

Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

CRM Integration Logo

Zoom

Connect

Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Cooby: WhatsApp logo

Cooby: WhatsApp + HubSpot

bullet icon

Seamless WhatsApp Communication

Integrate Cooby: WhatsApp with HubSpot to establish seamless communication with your leads and customers through WhatsApp, allowing for real-time engagement and personalized interactions.

bullet icon

Enhance Lead Engagement

Improve lead engagement by incorporating WhatsApp as a communication channel within HubSpot, enabling your sales and marketing teams to connect with prospects in a preferred and convenient manner.

bullet icon

Automate WhatsApp Workflows

Automate workflows in Cooby: WhatsApp based on lead interactions recorded in HubSpot, ensuring timely responses, personalized messages, and efficient communication throughout the customer journey.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Cooby: WhatsApp Integration improve customer communication?

The integration enables seamless communication with leads and customers via WhatsApp using Cooby's solution, allowing for instant messaging, support interactions, and automated follow-ups directly within HubSpot.

Can I engage with leads and customers instantly via WhatsApp using HubSpot with Cooby integration?

Yes, you can engage with leads and customers instantly via WhatsApp using HubSpot with Cooby integration, providing timely support, assistance, and personalized communication throughout the customer journey.

How does the integration automate follow-ups and notifications for customer inquiries and tasks?

By leveraging Cooby's WhatsApp integration with HubSpot, you can automate follow-up messages, notifications, and reminders for customer inquiries and tasks, ensuring prompt response and resolution without manual intervention.

What types of actions can be triggered between HubSpot and Cooby: WhatsApp integration?

Actions such as message receipt, message opening, contact addition, message reply, and conversation tagging can be triggered between HubSpot and Cooby: WhatsApp integration for efficient customer communication and support management.

Can I track and analyze customer engagement metrics and support interactions using HubSpot with Cooby integration?

Absolutely! You can track and analyze customer engagement metrics, support interactions, conversation statuses, and response times using HubSpot with Cooby integration for performance analysis and optimization of customer service strategies.

How does HubSpot Cooby: WhatsApp Integration benefit customer support teams?

Customer support teams can benefit from instant messaging, automated follow-ups, and efficient task management using HubSpot with Cooby: WhatsApp integration, improving response times, customer satisfaction, and team productivity.

Can I ensure consistency and collaboration in customer support efforts using HubSpot and Cooby integration?

Yes, you can ensure consistency and collaboration in customer support efforts by tagging conversations, automating notifications, and assigning tasks based on predefined criteria using HubSpot with Cooby integration for streamlined team coordination.

Are there any specific use cases for Cooby: WhatsApp integration with HubSpot in lead nurturing and customer engagement?

Yes, you can use Cooby: WhatsApp integration with HubSpot for various use cases such as lead nurturing, customer onboarding, support inquiries, appointment scheduling, and feedback collection for personalized customer engagement and relationship building.

How does HubSpot Cooby: WhatsApp Integration support multichannel communication and omnichannel customer experiences?

By integrating WhatsApp communication with HubSpot's CRM and automation capabilities, the integration supports multichannel communication and omnichannel customer experiences, allowing for seamless interactions across different touchpoints and channels.

Can I measure the effectiveness of WhatsApp communication and support interactions using HubSpot with Cooby integration?

Yes, you can measure the effectiveness of WhatsApp communication and support interactions by tracking key metrics such as response times, resolution rates, customer satisfaction scores, and conversation outcomes using HubSpot with Cooby integration for performance evaluation and improvement.
The integration enables seamless communication with leads and customers via WhatsApp using Cooby's solution, allowing for instant messaging, support interactions, and automated follow-ups directly within HubSpot.
Yes, you can engage with leads and customers instantly via WhatsApp using HubSpot with Cooby integration, providing timely support, assistance, and personalized communication throughout the customer journey.
By leveraging Cooby's WhatsApp integration with HubSpot, you can automate follow-up messages, notifications, and reminders for customer inquiries and tasks, ensuring prompt response and resolution without manual intervention.
Actions such as message receipt, message opening, contact addition, message reply, and conversation tagging can be triggered between HubSpot and Cooby: WhatsApp integration for efficient customer communication and support management.
Absolutely! You can track and analyze customer engagement metrics, support interactions, conversation statuses, and response times using HubSpot with Cooby integration for performance analysis and optimization of customer service strategies.
Customer support teams can benefit from instant messaging, automated follow-ups, and efficient task management using HubSpot with Cooby: WhatsApp integration, improving response times, customer satisfaction, and team productivity.
Yes, you can ensure consistency and collaboration in customer support efforts by tagging conversations, automating notifications, and assigning tasks based on predefined criteria using HubSpot with Cooby integration for streamlined team coordination.
Yes, you can use Cooby: WhatsApp integration with HubSpot for various use cases such as lead nurturing, customer onboarding, support inquiries, appointment scheduling, and feedback collection for personalized customer engagement and relationship building.
By integrating WhatsApp communication with HubSpot's CRM and automation capabilities, the integration supports multichannel communication and omnichannel customer experiences, allowing for seamless interactions across different touchpoints and channels.
Yes, you can measure the effectiveness of WhatsApp communication and support interactions by tracking key metrics such as response times, resolution rates, customer satisfaction scores, and conversation outcomes using HubSpot with Cooby integration for performance evaluation and improvement.

Book a consultation call