Integrating WhatsApp with HubSpot could be the game-changer your business needs.
This powerful combination allows you to enhance customer communication, streamline operations, and maintain comprehensive records in your CRM.
In this guide, we’ll walk you through the process of integrating WhatsApp and HubSpot, highlight the benefits, and provide solutions to common challenges. Let’s get started!
Why Integrate WhatsApp with HubSpot?
Integrating these platforms offers numerous advantages for your business, including:
- Scalability: Expand your customer communication capabilities with a widely used messaging app.
- Data Preservation: Keep all conversations logged in your CRM for better tracking and insights.
- Automation: Automate repetitive tasks and focus your team’s efforts on meaningful interactions.
How Does Integration Work Between These Two Platforms?
At treble.ai/, we seamlessly connect your business's WhatsApp account with HubSpot, ensuring consistent and efficient communication. Our solution guarantees that every lead interaction on WhatsApp is instantly captured and accurately stored in HubSpot, eliminating manual work and reducing the risk of data loss.
With real-time updates and automated workflows, HubSpot sends personalized WhatsApp messages at the right moments—keeping follow-ups timely, nurturing meaningful relationships, and driving conversions efficiently.
What Options does Your Business Have to Integrate HubSpot with WhatsApp?
You can integrate HubSpot with WhatsApp in two significant ways:
- WhatsApp Business Integration via Trebot
Trebot is an assistant that allows you to integrate WhatsApp Business with HubSpot seamlessly, so you can:
- Save Contacts and conversations in HubSpot
- Create Tasks and Receive Reminders
Explore Trebot at no cost—click here to get started!
- WhatsApp API Integration with treble.ai/
With treble.ai/ as a verified Meta partner, you can integrate HubSpot with the WhatsApp API to unlock powerful features that drive better results, including:
- A/B Testing: Experiment with different messaging strategies to identify what resonates best with your audience.
- Mobile App: Empower your agents to manage customer interactions on the go, directly from your company’s WhatsApp account.
- Double-HSM: Send a second message at no additional cost to increase your conversion opportunities.
- AI-Powered Features: Leverage artificial intelligence to enhance your team’s productivity.
These are just a few examples—our integration offers many more features, and we continuously release new improvements every month to keep your business ahead of the curve.
Getting Started: Key Requirements
Before diving into the full integration, ensure you meet the following requirements:
- Industry/Vertical Eligibility for WhatsApp Business API: Confirm that your business industry or vertical is approved for using the WhatsApp Business API.
- Admin Access in HubSpot: You need administrative access to your HubSpot account to facilitate the integration.
- Business Verification: Your business must be verified by Facebook to ensure trustworthiness and compliance with their policies.
Tip: If you’re unsure about the approval process for the WhatsApp API, consider partnering with treble.ai/. We can help manage your application and guide you through the onboarding process for a smoother experience.
Step-by-Step Process for Integrating HubSpot with WhatsApp
Here’s a detailed breakdown of how to integrate WhatsApp with HubSpot effectively:
Step 1: Access treble.ai/
- Log In: Begin by logging into the treble.ai/ platform with your credentials. This is where you will manage your WhatsApp integration.
Step 2: Create a New Conversation
- Click on “New Conversation”: Locate this button in the upper right corner of your interface to initiate the integration process.
Step 3: Choose HubSpot Agents
- Access the Chat Editor: In treble.ai/'s chat editor, click the pencil icon in the upper left.
- Select “Chat with Human”: Choose the HubSpot Agents option to set up the agent capabilities.
Step 4: Fill in Required Information
- A pop-up window will prompt you to install the treble.ai/ app within HubSpot.
- Enter Details: Provide the HubSpot property where your contact numbers are stored, your company ID, and the email associated with your HubSpot account.
Step 5: Install the Application
- Select Your Account: Choose the HubSpot account you wish to integrate with treble.ai/ and click “Choose Account.”
- Copy Your Company Number: This number is essential for the next steps, so make sure to have it handy.
Step 6: Copy the Integration Code
- Find the Code: Log into your HubSpot account and retrieve the necessary code from your profile settings.
Step 7: Enter the Code in treble.ai/
- Return to treble.ai/: Paste the copied code in the designated field within the pop-up window in treble.ai/.
Step 8: Add Your HubSpot Email Account
- Enter the email used for HubSpot login and click “Connect” to proceed with the integration.
Step 9: Finalize the Installation
- Confirm Installation: A confirmation message will appear, prompting you to navigate to treble.ai/ Settings. Click on it.
Step 10: Verify Integration Success
- Check HubSpot Contacts: Go to the “Contacts” tab in HubSpot and select a contact. You should see the “WhatsApp Conversation” option, indicating that the integration was successful.
Create Your First HSMs (Highly Structured Messages)
After successfully integrating, you’ll want to set up your message templates (HSMs) for effective communication on WhatsApp. These templates are essential for initiating conversations with your customers.
Tip: Personalize your HSMs by incorporating variables and conditionals to engage users more effectively.
Maximizing the Potential of treble.ai/'s Integration
With your WhatsApp and HubSpot integration complete, you can leverage it in various ways:
- Marketing: Use automated conversations to boost lead generation, streamline nurturing, and improve qualification to drive higher conversion rates.
- Sales: Manage WhatsApp conversations directly from HubSpot, improving response times and customer engagement.
- Operations: Streamline internal processes by automating tasks such as order confirmations, appointment reminders, and status updates.
Frequently Asked Questions
- Do I need the WhatsApp Business API to connect with HubSpot?
It depends on your needs. If you only require basic integration with WhatsApp Business, Trebot is an excellent option. However, for full integration capabilities, you'll need the WhatsApp Business API, which treble.ai/ offers as a no-code solution. - Can I transfer a line from one integration to another?
Yes, it is possible to migrate a line from one integration to another. This flexibility allows you to adapt your communication strategy as your business needs evolve. - Why is there a daily message limit?
This limit is established by WhatsApp and increases as your account builds a positive reputation. This ensures a balanced messaging experience for all users. - How can I ensure my messages comply with WhatsApp policies?
To ensure compliance, familiarize yourself with WhatsApp’s messaging guidelines and best practices. Following these can help maintain a good standing and improve your account’s reputation. - Can I track the performance of my WhatsApp messages in HubSpot?
Yes, integrating WhatsApp with HubSpot allows you to track message performance, customer interactions, and other valuable metrics to optimize your communication strategy.
Unlock the Power of WhatsApp Business API and HubSpot with treble.ai/
Elevate your customer engagement by integrating WhatsApp Business API with HubSpot.
With treble.ai/, you can build automated workflows that boost efficiency and ensure lightning-fast responses—so every interaction counts.
Ready to scale your sales and strengthen customer relationships? Book your demo today and discover how!