Integrations / WhatsApp
WhatsApp to HubSpot automation
WhatsApp conversations are logged in HubSpot against the right contact, and new enquiries become contacts and deals automatically.
The problem
Why connect WhatsApp and HubSpot?
Your team sells on WhatsApp but reports in HubSpot. Chats never make it into the CRM, so managers can't see the pipeline and nobody knows who last spoke to a customer.
How it works
Step by step.
- 01
Messages to your WhatsApp Business API number are sent to the workflow as they arrive.
- 02
HubSpot is searched by phone number. A known contact gets the message logged on their timeline; a new number creates a new contact.
- 03
AI summarises each conversation and picks out buying signals, such as a product, quantity or request for a quote.
- 04
When a chat looks like a real opportunity, a deal is created in your HubSpot pipeline and assigned to the contact's owner.
- 05
The owner gets a HubSpot task or notification to follow up, with the summary attached.
Who it's for
Teams that use HubSpot as their CRM but do most customer conversations on WhatsApp.
Typical setup time
4–5 working days
FAQ
Questions
Does it log every message?
You choose. Most teams log a summary per conversation rather than every single message, which keeps the timeline readable.
Which HubSpot plan do we need?
Contact, note and deal creation work through HubSpot's API on its free and paid plans. Some automation features in HubSpot itself need a paid plan; we check yours first.
Want us to set it up? Book a free call.
30 minutes. Fixed quote after. No obligation.
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