Getting Started with UNOsync

How to get started with UNOSync

Written By Stephen van der Heijden

Last updated 6 months ago

Prerequisites

  • Google Chrome browser

  • HubSpot account with appropriate permissions

  • WhatsApp account

  • Internet connection

Installation Steps

1. Install Chrome Extension

  1. Visit the Chrome Web Store

  2. Click "Add to Chrome"

  3. Confirm the installation

2. Connect HubSpot

  1. Click the UNOsync extension icon in your Chrome toolbar

  2. Click "Connect HubSpot" button

  3. Log in to your HubSpot account if prompted

  4. Authorize the application when asked

  5. Wait for confirmation of successful connection

3. Access WhatsApp Web

  1. Open WhatsApp Web

  2. Scan the QR code with your phone's WhatsApp app

  3. Wait for WhatsApp Web to fully load

4. Sync Messages

  1. Open any chat conversation in WhatsApp Web

  2. Look for the UNOsync button (β—’) in the top bar

  3. Click the sync button to start syncing messages

  4. Watch for the confirmation toast message

  5. Synced messages will be marked with an orange timestamp

Features

  • View HubSpot contact information directly in WhatsApp

  • One-click sync of messages to HubSpot

  • Visual indicators for synced messages

  • Automatic contact creation in HubSpot

Support

If you need assistance:

  1. Click the support button in WhatsApp Web

  2. Or message us directly on WhatsApp

  3. Visit unosync.co for additional resources