One of the new features introduced for HubSpot in 2023 is native integration with the instant messaging platform WhatsApp , which has more than 2 billion active users per day.
complete service experience by leveraging HubSpot’s inbox, which gives teams a complete view of each customer’s conversation history.
What do you need to connect WhatsApp to HubSpot?
The first thing you need to connect WhatsApp with HubSpot is a WhatsApp business account, as you can’t sync a personal account. Additionally, you must be certified as a Business Manager within the Meta platform, which will allow you access to more than 50 customer conversations per day.
Once you’ve earned your certificate, to connect it to HubSpot, you’ll need the following:
- Your company’s legal name ( the name it’s legally registered under) and the name you want to appear in your conversations with customers.
- The URL of your business website .
- You will need to provide your business email address .
- You’ll need access to the business phone number from which you want to send messages. This phone number must be able to receive calls and not be part of an interactive response system .
For the integration to work properly, the phone number you want to connect must not be connected to another WhatsApp account , WhatsApp Business, or any other integration with another platform.
You should also keep in mind that once you connect your business account to HubSpot, messages won’t appear in the WhatsApp app or on its desktop version . Additionally, only new conversations will be synced to HubSpot; old conversation history won’t .
How to connect WhatsApp as a channel in HubSpot?
Once there, in the menu on the left side of the screen, click Tools – Inbox – Inboxes .
What to do after connecting WhatsApp to HubSpot?
Once you’ve completed the sync, WhatsApp will db to data become another HubSpot extension, allowing you to have much closer and more direct contact with your customers.
From HubSpot itself, you can reply to messages, as incoming messages will generate a thread in your conversations inbox. These sessions expire 24 hours after the contact sends their last message.
Within the message inbox, messages from WhatsApp will appear with the logo in the top right corner. You can reassign conversations from the drop-down menu, as well as automatically assign conversations to different users.
Messages can be replied to on both the HubSpot insluitend ab toetsing en desktop and mobile app, and can include (just like the native WhatsApp app) text, files, stickers, or voice messages.
Workflows to automate WhatsApp messages
After connecting WhatsApp to HubSpot , you can use workflows to send messages to contacts who first provide their consent by sending one of the following keywords:
- Yeah
- Begin
- Subscribe
For example, you can set up automated welcome messages or order confirmations.
To complete this step, you will need WhatsApp API development
To configure the Workflow, simply tap the “Send germany business directory WhatsApp message” option, choose the phone number you want to send the message from, and select one of the templates you’ve previously configured. That’s it!
You can now get the most out of your native WhatsApp integration in HubSpot!
If you need more information, don’t hesitate to contact mbudo . We are a HubSpot Diamond Partner with experience in HubSpot project management and advanced integrations.
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