Optimize business comms: WhatsApp HubSpot Connect. Send, log and manage messages seamlessly in HubSpot CRM. Level up your operations
With the WhatsApp HubSpot Connect, you can:
Manage your complete WhatsApp business conversations within HubSpot
- Send 1:1 WhatsApp messages to your contacts from within HubSpot
- Log and view all WhatsApp conversations with a contact, in the Contact Timeline
- Real-time sync, even when logged out of HubSpot - send a message from WhatsApp or HubSpot, and watch it appear on the contact timeline on both platforms
- Personalize WhatsApp messages with contact information stored in HubSpot
Increase sales team productivity
- Automatically create any new WhatsApp contacts in HubSpot, no manual 'save contact'
- Create unlimited WhatsApp message templates to quickly respond to your contacts
- Segment and label your WhatsApp leads for efficient follow-up
- Automatically create agent reminders and tasks with HubSpot workflows, triggered by WhatsApp messages sent or received
Get complete visibility and control of the WhatsApp sales channel
- All WhatsApp conversations history with contact is visible to all team members and managers, to ensure full context
- Retain visibility into all sales chats by a particular rep, even if they exit the organization
- View sales conversations by individual sales reps, to review performance
- View messaging metrics dashboard for individuals reps, and the overall team, to review rep and channel performance
