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Integrate WhatsApp with HubSpot

Written by Ohad Peter | Nov 18, 2022 4:54:34 PM

Easily connect your WhatsApp Business account to HubSpot to seamlessly communicate with your customers, track conversations, and build stronger relationships — all from HubSpot.

This feature is available in the Professional and Enterprise editions of Marketing Hub and Service Hub. Please reach out to your HubSpot representative for more information.

 

Meet your customers right where they are.

Customers want to connect with brands the way they do with their friends and family: with ease and without friction. 

With HubSpot’s WhatsApp integration, you can track all your customer conversations from one place, so your customer service and marketing teams never miss an incoming message.

Connect with customers on the world's most popular messaging app.

With over two billion monthly active users, WhatsApp has become the world's most popular messaging platform — and customers want to communicate with businesses on the channels they’re already using.

Whether responding to an inquiry or following up about a purchase, you can communicate with them via WhatsApp using text, images, or videos, all from within HubSpot.Browse your computer's hard drive for files to upload. Select your files and click OpenYou can also drag and drop files in the open file manager window to upload them to the folder you're in.

 

Create delightful customer service experiences.

Tracking customer conversations across channels can be difficult, time-consuming, and lead to poor customer experiences. With WhatsApp connected to HubSpot’s shared inbox, your team gets 360° context on each customer’s conversation history, helping you deliver a seamless service experience every time.


 
Automate and personalize messages to build long-lasting customer relationships.

Customers expect personalized messages and timely communication from brands. Using WhatsApp with your HubSpot CRM allows you to send welcome messages, automate abandoned cart texts, and even send messages based on purchases.

Customers can respond to those messages, so you can have a two-way conversation with them and build a more human connection with customers at scale.

 

How do customers opt in for messages through this WhatsApp integration?

The official stance of WhatsApp is: “Businesses are required to obtain opt-in before sending proactive business-initiated messages to customers. Businesses can obtain opt-in in a multitude of ways, both on and off WhatsApp. Ultimately, we want to help people receive useful, expected information from businesses they want to hear from.”

HubSpot will record customer opt-ins in your contact subscription preferences, and check opt-in status before sending outbound messages. 

 

How secure are WhatsApp integration conversations?

All WhatsApp messages and conversations are secure and between the business and the customer. This means that messages and conversations are secure and between only the business and the customer.

 

What are popular WhatsApp integration features?

Popular features of HubSpot's WhatsApp integration include:

  • Manage incoming WhatsApp messages in the shared inbox.
  • Seamlessly track customer information through the HubSpot CRM.
  • Personalize WhatsApp templates with data from the HubSpot CRM.
  • Automatically send business-initiated WhatsApp messages following workflow templates. 

Credit to HubSpot Knowledge Base