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.
4. Authorize Your Phone Number
Now enter the phone number for which you want to integrate HubSpot with WhatsApp.
Once the phone number is entered, click “Authorize WhatsApp”. Ensure that you have your phone/handset with you when you do this.
Now scan the QR code that appears, using your WhatsApp application on the phone.
5. Authorize HubSpot Portal
The next step is to authorize your HubSpot account.
Select the HubSpot portal that you want to use for HubChat.
Once both your HubSpot and WhatsApp accounts are authenticated, your HubChat chrome extension will show you a settings option.
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.
The message box opens. Compose your message, and if you want, you can upload images/media files too.
Click “Send” once you finish composing the message. A message sending confirmation will appear on the screen.
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.
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