HubSpot and WhatsApp, ready to switch on
Every WhatsApp dialogue is written onto the contact timeline in HubSpot and associated with the deal, your team replies from the record they already have open, and a first-time number gets an owner and a lifecycle stage instead of sitting in a shared inbox. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all HubSpot integrations · all WhatsApp integrations
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 known number gets the message on its contact timeline; an unknown one becomes a contact and is associated with a deal in the pipeline you choose |
| Reply from the contact record | HubSpot to WhatsApp | Within seconds | Sent from the record your team already has open, from your own number, so the client sees one thread |
| Owner and lifecycle stage | WhatsApp to HubSpot | On the first message | A new contact is set to the lifecycle stage you choose and given an owner by rotation, so nothing lands unassigned |
| Photos, files and voice notes | Both ways | Within seconds | Attached to the timeline entry; a voice note arrives as an audio file that plays in the browser |
| Template after a day of silence | HubSpot to WhatsApp | When your team writes | Outside the day WhatsApp allows free replies we send the approved template you picked, and the thread opens again as soon as the client answers |
| Duplicate check | Both ways | Every message | Matched on the phone property in international format, so one person stays one contact even when they write from a second number you have listed |
How to set up HubSpot and WhatsApp
A few minutes of your time, then it's ours.
- Choose HubSpot and WhatsAppPress Connect. This pair is already selected on the checkout page at $49 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the HubSpot private app token and the WhatsApp Business key
- HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
- WhatsApp Business key: open Meta for Developers, your app, then WhatsApp, then API setup. Full WhatsApp guide
Each screen carries the full guide with the exact menu names, about ten minutes for both. - We check both keysEach key is checked against HubSpot's and WhatsApp's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Send one test message, then we switch it onA minute or two. Write to your number from WhatsApp and watch it land on the contact timeline. A person checks the setup and switches it on, within a working day.
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, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect HubSpot and WhatsApp
Two ways people connect these two, and what each one asks of you.
Before you decide
Which WhatsApp does this need?
The official WhatsApp Business API from Meta, on a number you own. The 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 walk you through it.
HubSpot sells a WhatsApp channel of its own. Why this one?
The built-in channel comes with the higher Marketing and Service plans. This works with any HubSpot account, the free CRM included, and writes every dialogue onto the timeline where sales already looks.
Will our workflows fire on these messages?
Yes. Messages land as timeline activity on the contact, and a first message also sets the property you nominate, so a workflow waiting on either will run the way it does today.
What about the day WhatsApp gives you to reply?
Inside it your team writes whatever they like. After it, only approved templates go through, so we send the one you chose and the conversation opens up again the moment they answer.
Which CRM is best for integrating with WhatsApp?
We don't rank CRMs. Ready-made on Dovetly, WhatsApp pairs with HubSpot, Pipedrive, Calendly, Stripe, Kommo, Slack, amoCRM, Bitrix24 and YCLIENTS. With HubSpot, every dialogue lands on the contact timeline, your team replies from the record, and a first-time number gets an owner and a lifecycle stage. The free HubSpot CRM is enough for the token.
Is WhatsApp API integration free?
Meta charges for the WhatsApp Business API on its own price list, paid to Meta, on a number you own. Our price for this pair is $49 a month, flat, with no per-message charge from us. The WhatsApp app on a phone has no API, so it can't be connected at any price.
How can I integrate WhatsApp with my CRM?
Get the WhatsApp Business API on your number (we walk you through it if you don't have it yet), then paste two keys in your Dovetly account: the WhatsApp phone number ID with a permanent access token from Meta for Developers, and a HubSpot private app token. We check both the moment you paste, you send one test message, and a person switches it on within a working day.
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 within a working day and build into the same account.
