---
title: An Onboarding Guide for HubSpot Via SyncMate
description: "Follow the steps in our user guide to [connect your HubSpot app with SyncMate](https://assistro.co/user-guide/hubspot/connect-your-hubspot-app-with-syncmate/). Once connected, your HubSpot app will be ready to use, giving you direct access to all HubSpot features through SyncMate. #### Step 1: To schedule and…"
url: "https://www.assistro.co/user-guide/hubspot/an-onboarding-guide-for-hubspot-via-syncmate/"
updated: "2025-10-05"
category: HubSpot
---

# An Onboarding Guide for HubSpot Via SyncMate

Follow the steps in our user guide to [connect your HubSpot app with SyncMate](https://assistro.co/user-guide/hubspot/connect-your-hubspot-app-with-syncmate/). Once connected, your HubSpot app will be ready to use, giving you direct access to all HubSpot features through SyncMate.

#### Step 1:

To schedule and send bulk messages, please refer to our user guide: [Bulk messaging at a scheduled time using SyncMate. ](https://assistro.co/user-guide/extension/bulk-messaging-at-a-scheduled-time-using-syncmate-2/)

#### Step 2:

To enable automatic syncing and manage associations, you need to follow our user guide [How to Back Up Your Contacts Data in HubSpot?](https://assistro.co/user-guide/hubspot/how-to-back-up-your-contacts-data-in-hubspot/)

#### Step 3:

To save a WhatsApp contact to HubSpot using SyncMate, please refer to our user guide: [How to Save a WhatsApp Contact to HubSpot Using SyncMate?](https://assistro.co/user-guide/hubspot/how-to-save-a-whatsapp-contact-to-hubspot-using-syncmate/)

#### Step 4:

To create a Deal for a WhatsApp Contact in HubSpot using SyncMate, please refer to our user guide: [How to create a Deal for a WhatsApp Contact in HubSpot via SyncMate?](https://assistro.co/user-guide/hubspot/how-to-create-a-deal-for-a-whatsapp-contact-in-hubspot-via-syncmate/)

#### Step 5:

To create a note for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide: [How to Create a Note for a WhatsApp Contact in HubSpot using SyncMate?](https://assistro.co/user-guide/hubspot/how-to-create-a-task-for-a-whatsapp-contact-in-hubspot-using-syncmate/)

#### Step 6:

To create a task for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide:[How to Create a Task for a WhatsApp Contact in HubSpot using SyncMate?](https://assistro.co/user-guide/hubspot/how-to-create-a-task-for-a-whatsapp-contact-in-hubspot-using-syncmate/)

#### Step 7:

To create a ticket for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide, [How to Create a Ticket for a WhatsApp Contact in HubSpot through SyncMate?](https://assistro.co/user-guide/hubspot/how-to-create-a-ticket-for-a-whatsapp-contact-in-hubspot-through-syncmate/)

#### Step 8:

To create a log for a WhatsApp contact in HubSpot using SyncMate, please refer to our user guide, [How to Create a Log for a WhatsApp Contact in HubSpot through SyncMate?](https://assistro.co/user-guide/hubspot/how-to-create-a-log-for-a-whatsapp-contact-in-hubspot-through-syncmate/)