Blog - Digital Marketing Agency, Niswey

Integrate WhatsApp and Hubspot - Here's How | Niswey

Written by Dhiraj Pandey | Jul 5, 2023 10:41:00 AM

You want to interact with your prospects & customers on WhatsApp. And you want the communication to be integrated and managed within your marketing automation platform HubSpot. Let us see how the HubSpot + WhatsApp Integration can achieve this for you.

In order to enable this, a functionality similar to HubSpot's email marketing module is needed, that allows

  • Sending one-to-one messages
  • Send messages in the form of text/photos/videos/links
  • Message templates to be created & stored for reuse
  • Engagement history to be captured
  • Interactions to appear in the contacts’ timeline along with other communication

While HubSpot currently does have a WhatsApp integration in-built, it has a few constraints at the moment:

  • It is only available on the Pro and Enterprise plans
  • Can only send out WhatsApp-approved message templates
  • Cannot send out regular one-to-one WhatsApp messages to contacts
  • Requires you to have a WhatsApp Business Account and a Facebook-approved number

Given these constraints, Niswey's HubSpot + WhatsApp integration is a great app for sales teams that want to manage their WhatsApp sales engine in sync with HubSpot. 

This involves installing a HubSpot+WhatsApp Integration Google Chrome extension with all the functionalities required, so it works as a layer over HubSpot, pulling the info from and sending info back into HubSpot to enable full tracking of interactions happening via WhatsApp.

How does this WhatsApp HubSpot integration work?

Some prerequisites before you get started:

  • WhatsApp Account
  • HubSpot Subscription (Free, Starter, Pro or Enterprise)

Once you’ve integrated HubSpot with WhatsApp, you will be able to do the following, within HubSpot.

  1. Send WhatsApp message from HubSpot

2. Track WhatsApp messages and their send status on the HubSpot contact timeline

3. Manage the integration on a separate dashboard

4. Automatically capture every new WhatsApp lead in your HubSpot CRM

5. Create and store multiple message templates in your dashboard

6. Create labels to organize and segment your WhatsApp contacts in the dashboard

7. Trigger automated actions in HubSpot based on WhatsApp messages sent or received

8. View WhatsApp messaging reports and analytics in your dashboard

Will this WhatsApp HubSpot integration work for my business?

If you have a sales team that is closing deals on WhatsApp, then this WhatsApp HubSpot integration is for you. 

Key sales conversations and business context currently exists on your salesperson's individual WhatsApp accounts. And if they exit the organization, this data leaves with them! Hence, it is key to capture this valuable sales data in your HubSpot CRM, so your business has access and visibility at all times. 

This WhatsApp HubSpot integration is also designed to increase your sales team's productivity by allowing them to focus on the sales conversations. Adding contacts to CRM, copy-pasting responses, setting up demo reminders - all that and more can be taken care of by the app. 

And that's just the tip of the iceberg. Take a look at these 12 ways that WhatsApp Hubspot integration can optimize your sales process.

 

Ready to integrate WhatsApp with HubSpot, but still got some questions? We have a range of WhatsApp HubSpot integration products based on how organizations and teams operate.

Our solutions expert, Utkarsh, can guide you in choosing the right solution based on your business goals with WhatsApp.
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