HubSpot
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HubSpot with WhatsApp

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How to integrate HubSpot with WhatsApp?

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Connecting WhatsApp to HubSpot can supercharge your customer communication and sales efforts. By integrating these two powerful platforms, you can centralize conversations, personalize interactions, and automate messages based on customer data. But how exactly do you set it up?

In this simple step-by-step guide, we'll walk you through the process of integrating WhatsApp with HubSpot. You'll learn the requirements, best practices, and tips to get the most out of this integration. Plus, we'll introduce AI-powered tools like Bardeen that can handle repetitive tasks for you.

Ready to take your WhatsApp-HubSpot game to the next level? Let's dive in and unlock the full potential of these platforms together!

Key Benefits of Integrating WhatsApp with HubSpot

Integrating WhatsApp with HubSpot provides several advantages for businesses looking to improve customer communication and engagement. By centralizing customer interactions in one platform, personalizing messages using HubSpot contact data, automating WhatsApp messages based on customer properties and events, and gaining full context and reporting on conversations, companies can deliver exceptional customer experiences at scale.

1. Unified Customer Communication

When you connect your WhatsApp Business account to HubSpot, all customer messages and conversations are centralized in HubSpot's shared inbox. This means your customer service and marketing teams have a single view of all interactions, ensuring no message goes unnoticed. For example, if a customer reaches out via WhatsApp about an order issue, your support team can quickly access their conversation history and order details in HubSpot to provide a timely resolution.

2. Personalized Interactions

HubSpot's CRM stores valuable customer data such as contact details, purchase history, and preferences. By integrating WhatsApp with HubSpot, you can leverage this information to personalize your WhatsApp messages. For instance, you can address customers by name, reference their recent purchases, or tailor recommendations based on their interests. This level of personalization helps build stronger relationships and increases customer loyalty.

3. Automated WhatsApp Messages

With the WhatsApp-HubSpot integration, you can set up automated messages triggered by specific customer properties or events in HubSpot. This allows you to send timely, relevant communications at scale. For example, you can automatically send a welcome message when a new contact is added to HubSpot, or send an abandoned cart reminder if a customer leaves items in their online shopping cart. Automated messages keep customers engaged and informed without requiring manual effort from your team.

4. Comprehensive Reporting and Context

HubSpot provides detailed reporting and analytics on all customer interactions, including WhatsApp conversations. You can track key metrics such as response times, resolution rates, and customer satisfaction scores. Additionally, HubSpot's CRM gives your team full context on each customer's journey, including their conversation history across channels. This 360-degree view empowers your team to deliver personalized, efficient support and identify opportunities for improvement.

By integrating WhatsApp with HubSpot, businesses can streamline customer communication, personalize interactions, automate messages, and gain valuable insights to drive better customer experiences. In the next section, we'll explore the requirements and limitations of setting up the WhatsApp-HubSpot integration to ensure a smooth implementation.

What You Need to Know Before Integrating WhatsApp with HubSpot

Before connecting your WhatsApp Business account to HubSpot, it's important to understand the requirements and limitations. While integrating WhatsApp with HubSpot can provide a seamless customer communication experience, there are a few key considerations to keep in mind, such as the need for a WhatsApp Business account, specific HubSpot subscription levels, conversation limits, and the use of message templates for business-initiated interactions.

1. WhatsApp Business Account Required

To integrate WhatsApp with HubSpot, you must have a WhatsApp Business account, not a personal account. If you currently use a personal WhatsApp account for your business, you'll need to convert it to a Business account before proceeding with the integration. This requirement is due to Meta's policies for using the WhatsApp API, which HubSpot leverages for the integration.

2. HubSpot Subscription Level Considerations

The WhatsApp-HubSpot integration is available for HubSpot Marketing Hub and Service Hub Professional and Enterprise subscriptions. If you have a Starter or free HubSpot account, you'll need to upgrade to one of these higher-tier plans to access the WhatsApp integration features. This ensures you have access to the necessary tools and capabilities to effectively manage your WhatsApp communications within HubSpot.

3. Monthly Conversation Limits

HubSpot's WhatsApp integration includes a monthly limit of 1,000 conversations across all connected WhatsApp numbers. This limit resets each month based on your HubSpot subscription billing cycle. If you anticipate needing more than 1,000 conversations per month, you may need to purchase additional conversation capacity or explore sales prospecting tools for high-volume interactions.

4. Message Templates for Business-Initiated Messages

When sending business-initiated messages to WhatsApp users, you must use pre-approved message templates. These templates are created and managed within your WhatsApp Business account and then synced with HubSpot. Message templates help ensure compliance with WhatsApp's policies and maintain a consistent brand voice. Keep in mind that you'll need to plan and create these templates before using them in your HubSpot workflows and communications.

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Understanding these requirements and limitations will help you plan and execute a successful WhatsApp-HubSpot integration. In the next section, we'll walk through the step-by-step process of connecting your WhatsApp Business account to HubSpot and configuring your settings for optimal use. For more on how to build a prospect list, check out our guide.

How to Connect WhatsApp and HubSpot Step-by-Step

Integrating your WhatsApp Business account with HubSpot is a straightforward process that can be completed in just a few steps. By connecting these two powerful platforms, you can centralize your customer communications, compose and respond to messages directly from HubSpot, automate personalized interactions, and gain valuable insights into your WhatsApp conversations.

1. Connect Your WhatsApp Business Account

To get started, navigate to your HubSpot account settings and locate the "Inbox" section. From there, click on "Connect a channel" and select WhatsApp. You'll be prompted to log in to your Facebook account and grant the necessary permissions for HubSpot to access your WhatsApp Business account. If you don't have a WhatsApp Business account, you can create one during this process.

2. Set Up WhatsApp Message Templates

WhatsApp requires businesses to use pre-approved message templates for initiating conversations with customers. In HubSpot, you can create and manage these templates to ensure compliance and maintain a consistent brand voice. Navigate to the "Conversations" settings and select "WhatsApp templates" to create and customize your message templates, which can be personalized with HubSpot contact properties.

3. Initiate WhatsApp Messages from HubSpot

Once your WhatsApp Business account is connected and your templates are set up, you can start composing messages directly from HubSpot. From a contact, company, deal, or ticket record, simply click the WhatsApp icon to open the message composer. Select the appropriate template, personalize the message, and hit send. HubSpot will automatically associate the conversation with the relevant record.

4. Manage Incoming WhatsApp Conversations

Incoming WhatsApp messages will appear in your HubSpot conversations inbox, alongside your other communication channels. You can view and reply to these messages just as you would with email or live chat. HubSpot's conversation inbox provides a centralized platform for managing all your customer interactions, making it easy to provide timely and contextual responses.

5. Customize Your WhatsApp Inbox View

To help you stay organized and focused, create a custom view in your conversations inbox specifically for WhatsApp messages. This view will filter out other channels and allow you to prioritize your WhatsApp conversations. You can also use HubSpot's automation tools to route incoming WhatsApp messages to the appropriate team members based on specific criteria, ensuring efficient and effective communication with your customers.

By following these steps, you can successfully integrate your WhatsApp Business account with HubSpot and start leveraging the power of this integration to improve your customer communication and support. Thanks for sticking with us through this guide! While we can't promise you'll become a WhatsApp-HubSpot guru overnight, you're well on your way to mastering this powerful combination. For more advanced features, consider using AI to generate messages and enhance your communication.

Conclusions

Integrating WhatsApp with HubSpot is crucial for businesses looking to improve customer communication and support.

In this guide, you discovered:

  • The benefits of connecting WhatsApp to HubSpot, including centralized communication, personalized interactions, and automated messages
  • The requirements and limitations of WhatsApp-HubSpot integration, such as needing a WhatsApp Business account and HubSpot subscription
  • A step-by-step process for connecting WhatsApp and HubSpot, from setting up templates to managing conversations

By mastering the integration of WhatsApp with HubSpot, you'll be well-equipped to provide exceptional customer experiences. Don't miss out on this opportunity to automate sales prospecting and level up your customer communication game!

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Available actions & triggers

Create HubSpot Company
Action
Create task in HubSpot
Action
Delete HubSpot Deal
Action
Delete HubSpot Company
Action
Update a note in HubSpot
Action
Get HubSpot Product
Action
Get HubSpot Company
Action
Get HubSpot Ticket
Action
Delete ticket record
Action
When HubSpot Company is created
Trigger

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FAQs

How does Bardeen integrate WhatsApp with HubSpot?

Bardeen makes it simple to connect WhatsApp with HubSpot through its automation platform. You can automate tasks like saving WhatsApp conversations as notes in HubSpot or creating new contacts from WhatsApp messages. This ensures you won't miss any important information and can manage leads more effectively.

What kind of tasks can I automate between WhatsApp and HubSpot?

With Bardeen, you can automate several tasks between WhatsApp and HubSpot. For example, you can export WhatsApp chat summaries to HubSpot, create new HubSpot contacts from WhatsApp conversations, and even set up reminders in HubSpot based on WhatsApp messages. These automations help you stay organized and improve your follow-up process.

Is it secure to use Bardeen for integrating WhatsApp with HubSpot?

Yes, Bardeen prioritizes your data security. You can run automations locally, keeping your data within your browser's storage. If you need cloud-based automation, Bardeen follows best practices for security, making sure your data is safe while running in the cloud.

How much does it cost to use Bardeen for WhatsApp and HubSpot integration?

Bardeen offers a free plan that covers non-premium automations. For premium features, including always-on cloud automations, the paid plan costs $20/month. This gives you full access to all premium integrations and automations, ensuring you get the most out of your WhatsApp and HubSpot integration.