How to Choose the Right HubSpot WhatsApp Integration Solution for Your Business

May 28, 2020 by Simran Sakshi

Today, businesses both large and small, have started using WhatsApp to communicate with prospects and customers. A major chunk of this can be attributed to sales conversations and customer service engagements.

But one aspect has always been a reason for concern: how can businesses keep a track of the conversations happening on WhatsApp? It’s a critical concern because these WhatsApp conversations form a significant part of the buyer’s journey and the consequent customer experience. And not tracking it means you cannot leverage it right, or improve upon it. 

Solution? Integrating WhatsApp with the best CRM platform – HubSpot!

HubSpot WhatsApp integration ensures that all WhatsApp conversations are recorded and tracked in the HubSpot CRM, helping businesses make use of the information for driving business insights and decisions. 

Keeping this requirement in mind, Niswey has developed two HubSpot WhatsApp integration solutions for different types of WhatsApp accounts:

  • HubSpot+WhatsApp Integration: This solution is for Personal and Business WhatsApp accounts. It provides users with a 360 degree view of the communication process while allowing WhatsApp to be used with multiple HubSpot tools for various functions. 

  • WhatsApp Automation: It integrates WhatsApp Business API with HubSpot, allowing users to automate WhatsApp messages and integrate functions of HubSpot with those of WhatsApp Business API. 

The tools are easy to use and offer a variety of features and benefits, and can be used even with the free HubSpot starter plan! They help businesses reach prospects and contacts directly on WhatsApp while improving brand awareness and lead generation, shortening the sales cycle, and enhancing customer support service.

Common Feature Offerings 

HubSpot+WhatsApp Integration and WhatsApp Automation are two different tools with different objectives, but they have some common offerings:

  • Send and Receive WhatsApp Messages from HubSpot: Users can send and receive WhatsApp messages from within the HubSpot portal while maintaining a record of the conversations in HubSpot.

  • WhatsApp Messages Logged in Contact’s Timeline: The tools ensure that all incoming and outgoing WhatsApp messages are logged in the contact’s timeline in HubSpot, along with the status of the messages.

  • WhatsApp Messages Based Triggers in HubSpot Workflows: The integration solutions enable users to set WhatsApp message-based triggers in HubSpot Workflows. With this feature, users can automatically create tasks, deals, set meetings, reminders, and more, all by using WhatsApp messages as triggers in Workflows. This feature can also be used to automatically update the Owner and Lifecycle Stage in HubSpot.

  • Trigger Workflows Using Keywords in WhatsApp Messages: Users can also trigger HubSpot Workflows based on keywords mentioned in WhatsApp messages.

Differentiated Feature Offerings

While there are several common aspects between the two products, there are also differences in the integration process and features offered. Take a look at the major distinctions:

 

HubSpot+WhatsApp

WhatsApp Automation

Integration Details

Set Up Duration

Hours

1-14 days – Depending on the API Provider

Limit on Outgoing Messages 

6,000 Messages / Day

Unlimited

Cost (Subscription Based)

  • $59 / Phone Number / Month (1 user. Up to 50 templates and labels)

  • $99 / Phone Number /  Month (1 user. Unlimited templates and labels) Reporting (coming soon)

$99 / Phone Number / Month 

Unlimited users

 

Number of logins to 1 phone number

Unlimited

Number of concurrent users per phone number

Unlimited

Cost Per Message

NA 

Applicable. Charges as Per API Provider

Basic Features

Automatically creates a new contact if not already in HubSpot?

Yes

Yes

Can users create message templates?

Yes. Message templates can include whatever content you want. No need for WhatsApp approval. 

Yes. 

However, all message templates have to be approved by WhatsApp before being able to use them. 

Can users send files in the message?

Yes

Yes

Can the user see all conversations in one place, within HubSpot?

Yes

Yes

Advanced Features

Automation Capabilities

Allows users to send a WhatsApp message by setting it as an action in a HubSpot Workflow?

No. Can only set incoming WhatsApp messages as triggers in HubSpot Workflow. 

Yes. Can set WhatsApp messages as triggers and actions in HubSpot Workflow.

Can users set automated WhatsApp messages as responses to incoming messages?

No

Yes – Using HubSpot Workflows

Is it possible to send automated WhatsApp responses to form submissions?

No

Yes – Using HubSpot Workflows

Can users add automated  WhatsApp messages to a sequence?

No  

Yes – Using HubSpot Workflows

Can users create WhatsApp Chatbots?

No

Yes

Notification 

Can users receive notifications for incoming WhatsApp messages?

Yes – On the Browser (Chrome)

Yes – Using HubSpot Workflows

Can users manage notification settings?

Yes

Yes – Using HubSpot Workflows

Can users receive notifications for incoming WhatsApp messages from contacts that are assigned to them?

Yes

Yes – Using HubSpot Workflows

Can users receive notifications for incoming WhatsApp messages from unassigned contacts?

Yes

Yes – Using HubSpot Workflows

As you can see, the two HubSpot WhatsApp integration solutions have varied features and functions. Hence, when making the decision about the integration tool to use, it is important to consider:

  • Your business needs

  • The exact challenge you want to solve with the integration of HubSpot and WhatsApp

  • Which type of WhatsApp account will be most apt for your business

With the right tool in hand, you can grow your business by tapping into the super-fast communication offered by WhatsApp while making use of the dynamic features offered by HubSpot!

So what are you waiting for? Integrate your WhatsApp with HubSpot today!