WhatsApp HubSpot Integration: HubChat Documentation

hubchat_doc

Take a look at this WhatsApp HubSpot integration documentation for a step-by-step guide on how to integrate HubSpot with WhatsApp:

1. Are You a HubSpot User?

You must be a HubSpot user in order to avail the HubChat tool, and proceed with the further steps.

2. Buy HubChat

Purchase the HubChat tool if you want to enhance HubSpot to give you a 360 degree view of your communication.

3. Install Free Chrome Extension

Download and install the free HubChat chrome extension.

WhatsApp HubSpot Chrome Extension

4. Authorize Your Phone Number

Now enter the phone number for which you want to integrate HubSpot with WhatsApp.

WhatsApp HubSpot - Enter number

Once the phone number is entered, click “Authorize WhatsApp”. Ensure that you have your phone/handset with you when you do this.

WhatsApp HubSpot Authorise WhatsApp

Now scan the QR code that appears, using your WhatsApp application on the phone.

WhatsApp HubSpot - Authorize WhatsApp

5. Authorize HubSpot Portal

The next step is to authorize your HubSpot account.

WhatsApp HubSpot - Authorize HubSpot

Select the HubSpot portal that you want to use for HubChat.

WhatsApp HubSpot - Select HubSpot Portal

Once both your HubSpot and WhatsApp accounts are authenticated, your HubChat chrome extension will show you a settings option.

WhatsApp HubSpot - HubChat Authorised

6. Start Using

Following this, you can start using your HubChat tool. Start by trying to send a message. You should have your contact’s phone number saved in order to send the message.

Click on “HC” to compose a message.

WhatsApp HubSpot Send WhatsApp integration

The message box opens. Compose your message, and if you want, you can upload images/media files too.

WhatsApp HubSpot Compose message

Click “Send” once you finish composing the message. A message sending confirmation will appear on the screen.

WhatsApp HubSpot Message sent

Similarly, you can compose other messages as well. And each of these WhatsApp messages you send or receive, gets populated on your contact’s timeline in HubSpot.

WhatsApp HubSpot - Contact timeline update

You cannot send messages through a HubSpot Workflow. However, you can use WhatsApp message as a Trigger in the HubSpot Workflow.

We hope the WhatsApp HubSpot integration documentation succeeded in guiding you how to use the HubChat tool.

For more info, you can write to hubchat [at] niswey [dot] com