One of the new features introduc for this year 2023 in HubSpot is the native integration with the instant messaging platform WhatsApp , which has more than 2 billion active users per day.
This integration marks the latest development in HubSpot’s commitment to building a platform that helps businesses create more connect customer experiences, and because it’s native, it’s easy to use and performant.
WhatsApp enables a complete customer service experience , leveraging the HubSpot inbox that allows teams to gain a complete view of the conversation history with each customer.
What do you ne to connect WhatsApp with HubSpot?
The first thing you ne to be able to connect WhatsApp with HubSpot is a WhatsApp business account, since you won’t be able to sync a personal account. In addition, you must be certifi as a Business Manager within the Meta platform, which will allow you to have access to more than 50 conversations with clients per day.
Once you have obtain your certificate, to connect it with architect database HubSpot, you must have the following:
Your company’s legal name ( the name under which it is legally register) and the name you want to appear in your conversations with customers.
The URL of your business website .
You will ne to provide your business email address
You will ne access to the company phone number from which you want to send messages. It is essential that this phone number is able to receive calls and that it does not belong to an interactive response system .
For the integration to work properly, the phone number you why I always work in long pants in the summer too want to connect must not be connect to another WhatsApp account , WhatsApp Business, or another integration with another platform.
You should also keep in mind
That once you connect your business account to HubSpot, messages fans data will not appear in the WhatsApp app or on its desktop version . Also, only new conversations will be sync to HubSpot, old conversation history will not be sync.
How to connect WhatsApp as a channel in HubSpot?
To start setting up your WhatsApp business account in HubSpot, the first thing you ne to do is go to the settings icon locat at the top right of the navigation bar. Once there, in the menu on the left of the screen you ne to click on Tools – Inbox – Inboxes .