CRM

HibaHishi
Member

Add to Activity Whatsapp Call or Whatsapp Msg

SOLVE

Sometimes the contact with clients is neither a call nor a meeting its just WhatsApp call or Whatsapp Msg and its very important to log it in that way 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add to Activity Whatsapp Call or Whatsapp Msg

SOLVE

HI @HibaHishi,

 

This could be achieved with custom call types (by adding a specific type for WhatsApp), see here: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types This feature is however only available in Professional and Enterprise, not in Starter.

 

Having said that, I'd agree that default options and reporting by communication channel would be a valuable feature. You could suggest it in the HubSpot Ideas section of the community: The product team reviews these suggestions based on popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add to Activity Whatsapp Call or Whatsapp Msg

SOLVE

HI @HibaHishi,

 

This could be achieved with custom call types (by adding a specific type for WhatsApp), see here: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types This feature is however only available in Professional and Enterprise, not in Starter.

 

Having said that, I'd agree that default options and reporting by communication channel would be a valuable feature. You could suggest it in the HubSpot Ideas section of the community: The product team reviews these suggestions based on popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.