Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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Unlock the full potential of marketing automation by integrating ActiveCampaign with HubSpot, empowering you to engage leads and nurture relationships effectively.

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Discover the power of SMS marketing by integrating SMS for HubSpot, enabling you to reach your audience directly and drive engagement through personalized messaging.

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Elevate your video marketing strategy by integrating Vimeo with HubSpot, enabling you to create, publish, and track video content seamlessly to drive engagement and conversions.

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Enhance your email marketing efforts and drive engagement by integrating MailerLite with HubSpot, enabling you to create personalized email campaigns, segment contacts, and track performance metrics effectively.

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Harness the power of video marketing with Wistia integrated into HubSpot. Create engaging content, capture leads, and measure performance effectively.

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Discover how integrating Vidyard with HubSpot can enhance your video marketing strategy, enabling you to create, personalize, and analyze video content to drive engagement and conversions.

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Supercharge your growth marketing efforts by integrating LaGrowthMachine with HubSpot, enabling you to execute targeted campaigns, generate leads, and drive revenue growth effectively.

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Optimize your marketing campaigns and improve conversion rates by integrating Split Test Automation with HubSpot, enabling you to conduct A/B tests seamlessly.

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"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

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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

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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

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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

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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.

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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.

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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.

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