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Overview

This guide provides step-by-step instructions on how to link your WABA API numbers to specific HubSpot users. Successfully mapping users ensures accurate data synchronization and efficient workflow management between your platforms.
Before proceeding, ensure you have Admin permissions in both Eazybe and HubSpot to manage user mappings.

Step-by-Step Guide

1

Navigate to the Integrations Page

Go to the Eazybe dashboard and navigate to the Integrations section.Navigate to Integrations Page
You can access the Integrations page from the main menu on the left sidebar.
2

Access HubSpot Integration Settings

Find the HubSpot integration card and click on it to access the integration settings.Access HubSpot Integration Settings
3

Select the User Mapping Tab

In the HubSpot integration settings, locate and click on the User Mapping tab.Select User Mapping Tab
This tab allows you to assign specific HubSpot users to manage your WABA API numbers.
4

Choose a HubSpot User to Map

Select the HubSpot user you want to map to a specific WABA API number from the available user list.Choose HubSpot User to Map
5

Select the Specific HubSpot User

Choose the specific HubSpot user from the dropdown menu that you wish to associate with your WABA API number.Select Specific HubSpot User
Ensure the selected user has the necessary permissions in HubSpot to manage API communications.
6

Verify Successful User Mapping

Confirm the mapping and verify that the user has been successfully linked to the WABA API number.Verify Successful User Mapping
You can modify or remove user mappings at any time from the User Mapping tab.

Important Notes

Data Synchronization

Proper user mapping ensures that WhatsApp messages from WABA API numbers are correctly attributed to the right HubSpot user.

Workflow Management

Assigned users can manage conversations, create tasks, and update records within their HubSpot access scope.

Troubleshooting


Account Connection

Learn how to connect your HubSpot account with Eazybe.

Invite Team

Invite team members to collaborate on your HubSpot integration.

Need Help?

Contact Support

If you have any questions or need further assistance, reach out to us at hey@eazybe.com. We’re happy to help!