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HubSpot + WhatsApp

The WhatsPilot-HubSpot integration bridges your CRM and WhatsApp, ensuring every customer conversation is tied to a complete contact record. When a contact is created or updated in HubSpot, WhatsPilot syncs the data and can trigger personalized WhatsApp messages based on lifecycle stages, deal values, or custom properties. For sales teams, this means automated follow-ups — when a deal moves to 'Closed Won', send a welcome message. When a deal is stuck in 'Negotiation', send a check-in. For marketing, contacts added to a specific list or form submission can trigger onboarding sequences or promotional broadcasts. Inbound WhatsApp messages from known contacts show their full HubSpot profile — deal stage, recent interactions, and custom properties — directly in the WhatsPilot inbox. The two-way sync keeps engagement data current in both platforms. This integration is built for businesses that rely on HubSpot as their source of truth and want WhatsApp to be a natural extension of their CRM-driven processes.

HubSpot

Included in Professional (₹3,999/mo) and Enterprise plans. Starter plan includes 1 app integration — HubSpot can use that slot.

Send automated WhatsApp follow-ups when deal stages change in HubSpot. Trigger welcome sequences for new HubSpot contacts via WhatsApp.

See all use cases
Setup Guide

Set Up the HubSpot Integration in 5 Steps

Follow this guide to connect HubSpot with WhatsPilot. No coding required.

1

Connect HubSpot to WhatsPilot

In your WhatsPilot dashboard, go to Integrations and click 'Connect' on the HubSpot card. Log in to your HubSpot account and authorize the connection. WhatsPilot will request access to contacts, deals, companies, and engagements. Select the specific object types you want to sync.

2

Map Contact Fields

Map HubSpot contact properties to WhatsPilot contact fields. Common mappings include First Name, Last Name, Phone Number, Email, and Lifecycle Stage. You can also map custom HubSpot properties. Enable deduplication to prevent duplicate contacts — matching is done by phone number.

3

Configure Sync Rules

Set up sync rules to control which contacts are synced. You can filter by lifecycle stage (e.g., only sync contacts in 'Lead' or 'Opportunity' stage), by HubSpot list membership, or by custom property values. Choose between one-way (HubSpot to WhatsPilot) or two-way sync.

4

Create CRM-Triggered Workflows

In the Workflows section, create automations triggered by HubSpot events. For example: when a contact reaches 'Marketing Qualified Lead', send a WhatsApp intro message. When a deal closes, trigger a thank-you message. Use HubSpot property values as dynamic variables in your WhatsApp templates.

5

Enable Inbox Integration

In the Shared Inbox settings, enable the HubSpot side panel. When a WhatsApp conversation arrives from a known HubSpot contact, the side panel will display their contact details, deal information, and recent interactions. Your team can update HubSpot properties directly from the chat interface.

Use Cases

Key Use Cases & Automations

Here is how businesses use the HubSpot + WhatsApp integration

Send automated WhatsApp follow-ups when deal stages change in HubSpot

Trigger welcome sequences for new HubSpot contacts via WhatsApp

Display full HubSpot contact profiles in the WhatsApp shared inbox

Log WhatsApp conversations as HubSpot engagement activities

Send bulk WhatsApp campaigns to HubSpot contact lists and segments

Automate lead qualification by scoring WhatsApp engagement in HubSpot

Pricing

Which Plan Includes This Integration?

Included in Professional (₹3,999/mo) and Enterprise plans. Starter plan includes 1 app integration — HubSpot can use that slot.

₹1,599

Starter /mo

₹3,999

Professional /mo

Custom

Enterprise

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