How to create new Note in Hubspot from WhatsApp using SyncMate

Learn how to create a new note in SyncMate. Our user guide provides easy-to-follow instructions, perfect for beginners or those needing a quick refresher. Get started now!

Step 1 :

Step 2 :

Step 3:

Click this button. To select messages.

 

Step 4:

Checkbox will appear. Click this checkbox for the messages you want to select.

Then click on Update.

 

Step 5:

Selected messages will be updated in notes.

Step 6:

Fill in the required fields and click Submit button.

Note will be created successfully.