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Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Are your WhatsApp conversations not syncing with HubSpot? You’re moving your conversations forward, but the backup isn’t getting stored on HubSpot. This guide will help you resolve common syncing issues.

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1. Grant Access

Eazybe requires specific permissions to integrate with HubSpot properly.
Ensure your super-admin grants the following permissions:
  • File permission
  • App Marketplace permission
Grant Access

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2. WhatsApp Activity Enabled in HubSpot

Make sure WhatsApp Activity is enabled in your HubSpot contact timeline.
1

Open a Contact

Navigate to any HubSpot contact page.
2

Expand Filter Activity

Click on Filter activity to expand the filtering options.Filter Activity
3

Enable WhatsApp Activity

Under the Communication section, check the WhatsApp Activity checkbox.WhatsApp Activity Checkbox

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3. HubSpot Permissions

Verify that you have the necessary permissions in HubSpot.
1

Access Settings

Go to your HubSpot Settings.
2

Navigate to Users & Teams

Click on Users & Teams in the left sidebar.Users & Teams
3

Edit Permissions

Click Edit permissions for your user account.
4

Request Required Permissions

Ensure you have App marketplace and Files permissions. If not, request these from your super-admin.Permission Settings
A super-admin has access to all permissions and can grant these to other users.

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4. Label Sync Permissions

If your conversations aren’t backing up even though labels are being created, check your label sync settings.
1

Check Label Settings

Navigate to your label settings in the Eazybe extension.Label Settings
2

Verify Sync Status

Ensure the label is set to Sync and not Don’t Sync.Sync vs Don't Sync
Labels set to “Don’t Sync” will not back up conversations to HubSpot. Change them to “Sync” to enable backup.

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Need Help?

Contact Support

If you’re still experiencing syncing issues after following these steps, reach out to us at hey@eazybe.com. We’re happy to help!