HubSpot and WhatsApp, ready to switch on
Every WhatsApp dialogue lands on the contact's timeline in HubSpot, your team replies from the CRM, and the client keeps writing to the one number they already know. You paste two keys in your account and it runs, in about ten minutes.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Client message onto the timeline | WhatsApp to HubSpot | Within seconds | A new number creates a contact and a deal in the pipeline you choose; a known one gets the message on its timeline |
| Team reply | HubSpot to WhatsApp | Within seconds | Sent from the contact record in HubSpot, from the number the client wrote to |
| Photos, files and voice notes | Both ways | Within seconds | Attached to the message on the timeline; voice notes arrive as audio files |
| Template after a day of silence | HubSpot to WhatsApp | When the team writes | If the client hasn't written for a day, WhatsApp only accepts an approved template, so we send the one you choose |
| Duplicate check | Both ways | Every message | Matched by phone number, never a second contact |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the HubSpot private app token and the WhatsApp Business keyEach has a short guide. About ten minutes. If one doesn't work, a person joins the chat.
- Send one test messageA minute or two. Write to your number from WhatsApp and watch it land on the contact timeline. From then on we watch it for you.
When HubSpot or WhatsApp changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
Before you decide
Which WhatsApp does this need?
The official WhatsApp Business API from Meta, on a number you own. The WhatsApp app on a phone has no API, so it can't be connected. If you don't have the API yet, tell us and we'll walk you through getting it.
HubSpot has its own WhatsApp channel. Why this one?
HubSpot's built-in channel comes with the higher Marketing and Service plans. This one works with any HubSpot account, including the free CRM, and writes every dialogue onto the contact timeline where sales sees it.
What about the 24-hour rule?
WhatsApp lets you reply freely for a day after the client's last message. After that only approved templates go through. We send the template you choose, and the chat opens up again as soon as the client answers.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.
