Once you’ve complet the synchronization, WhatsApp will become another extension of HubSpot from which you can have much closer and direct contact with your customers.
From within HubSpot, you can respond to messages, as incoming messages will generate a thread in the conversation inbox. These sessions expire 24 hours after the contact has sent their last message, and after this time, you will not be able to communicate with them through the same channel, but will have to open a new one.
Conversations initiat from a phone number associat with a contact with the “phone number” or “mobile number” property will be automatically associat with that contact.
Within the message inbox
messages from WhatsApp will appear with the logo at the top right. You can reassign conversations from the drop-down menu, as well as automatically assign conversations to different users.
You can also see relevant information about the contact who start the conversation, such as level of engagement, lifecycle stage, and check-ins made.
Messages can be repli to on both the HubSpot desktop version and the fusion database mobile app, and can include (just like on the native WhatsApp app) text, files, stickers, or voice messages.
Workflows to automate WhatsApp messages
After connecting WhatsApp to HubSpot , you can use workflows to send messages to contacts who first give their consent by sending one of the following keywords:
With this feature, you can send automat messages that you make your emails accessible to a wider audience have previously configur in the “message templates” section within the Facebook business manager. For example, you can configure automat welcome messages or order confirmations.
whatstapp-workflow
To complete this step, you will ne WhatsApp API development.
To configure the Workflow, you simply ne fans data to click on the “Send WhatsApp message” option, choose which phone number you want the message to be sent from and choose one of the templates you have previously configur, and that’s it!
You can now get the most out of your native WhatsApp integration in HubSpot!
If you ne more information, do not hesitate to contact mbudo , we are a HubSpot Diamond partner with experience in HubSpot project management and advanc integrations.