HubSpot+WhatsApp Integration: Features & Settings

HubSpot Contact Data

This is ideally your screen on viewing any existing contact in your account. But using the HubSpot+WhatsApp integration gives you an additional ‘HW’ icon.

This enables you to send a message to your contact via WhatsApp. For this to work however, you must have your contact’s phone number saved in your HubSpot contact database. 

Composing Messages via HubSpot

So if you click on the ‘HW’ icon, a message box opens. You can compose your message, and also upload any image/media files if you want. 

You can also choose any pre-existing template for the message. Or create a new one from your HubSpot+WhatsApp integration dashboard. 

Click ‘Send’ once you finish composing the message. A message sending confirmation will appear on the screen. You can also view the status of the message from your contact timeline.

Contact Timeline

Each WhatsApp message you send or receive, gets populated on your contact’s timeline in HubSpot, giving you a full view of all conversations at one place.

Conversation Overview

You can also view your conversations with a particular contact from here. Scroll down from the right hand section to find ‘WhatsApp Messages’.

Once you click on ‘Show Conversations’, you can view all recent conversations with the account.

HubSpot+WhatsApp Integration

Dashboard

Once your HubSpot and WhatsApp authorization is complete, you can access the tool dashboard from the chrome extension you installed earlier. 

Clicking on ‘Dashboard’, if you are logged into your authenticated HubSpot account, will open a screen showcasing the recent activities from your account. 

Having a dashboard is highly useful for marketing or sales managers to have a complete view of the conversations each sales representative has with their prospects. It gives them visibility into the progress and status of all connected accounts and allows them to manage the team efficiently. 

Composing a Message

From within the dashboard, in the ‘Recent Activities’ tab, you can view all your recent messages from the accounts you/your sales reps are talking to.

Alternatively, you could also compose a message from here itself.

Account Information

Next is the ‘Account’ tab. Clicking on it will display your purchased account details: Name, country, your HubSpot portal and number of purchased accounts (1 account for 1 phone number).

This screen will also display your WhatsApp phone snapshot in real time, but only if your phone is connected to the internet. If your phone is not online, the tool will not open. You will need to connect your phone and refresh, then you will be able to sync your messages.

Settings

You also have a Settings option where you can change your app settings:

• Enabling ‘Notifications for incoming messages’ means you will get desktop notifications for all incoming messages from your assigned contacts
• Enabling ‘Notifications for incoming messages (from Unassigned contacts)’ means you will get notifications for messages from contacts who are not assigned to you as well

The third feature ‘BlackList’ shows you a list of numbers who you may have blacklisted or blocked from further communication using WhatsApp.

Creating New Templates

You can view any existing templates, or create a new template from this tab.

Simply click on ‘Create’, and add the template name, and pattern that you desire. Once done, ‘Submit’. Your template is ready for use whenever you next send messages to your contacts.

Creating Labels

Our HubSpot WhatsApp Integration also gives you the option to create 'labels' for your WhatsApp conversations in order to tag your contacts. For instance, you could add:

• Labels based on sales agents' names to keep track of who is communicating with whom
• Labels such as 'High Priority' for deals you want to stay on top of
• Labels based on countries, industry, departments or any other segment relevant to your business

Once assigned, you can easily filter the conversations as per your required label, thus saving you a lot of time in sorting through an endless list of conversations.

The solution enables you to create a minimum of 50 labels (unlimited if you are on the $99 plan), and even assign multiple labels for any contact. 

WhatsApp Web Business Reporting

Our latest on-demand feature on this solution is the WhatsApp reports dashboard. You can access it easily from the CRM Extension on the right panel of your HubSpot contact timeline. 

Then view the different data points from your WhatsApp conversations to get a fair sense of your communication effectiveness, detect early issues of inefficiency, and analyze what can be done to avoid them.

In a nutshell, it enables you to make data-driven decisions that improve your sales or customer support efficiency. And thus drives your business towards success. Watch the complete demo.