HubSpot Diamond Solutions Partner
Meet Your Customers Where They Are: HubSpot & WhatsApp Integration
Stop scattering your sales conversations. This integration syncs WhatsApp directly with your HubSpot shared inbox and CRM, logging every chat on the contact timeline for a true 360-degree customer view.
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Empower Your WhatsApp Chats with HubSpot's CRM Power
Stop messaging your customers without context. This integration pushes critical HubSpot CRM data into your WhatsApp conversations, allowing you to personalize messages, automate follow-ups, and manage your sales pipeline directly from your chat.
Personalize Message Templates: Use HubSpot contact properties (like name, company, or last purchase) to personalize pre-approved WhatsApp message templates.
Send Automated Messages from Workflows: Use HubSpot workflows to automatically send WhatsApp messages, such as welcome messages for new leads, abandoned cart reminders, or appointment follow-ups.
Get Full Customer Context: View a contact's HubSpot record, including deal stages and past tickets, directly within your WhatsApp interface so you have full context for every chat.
Stop messaging your customers without context. This integration pushes critical HubSpot CRM data into your WhatsApp conversations, allowing you to personalize messages, automate follow-ups, and manage your sales pipeline directly from your chat.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn WhatsApp Conversations into Actionable Revenue Data
Stop letting valuable sales intelligence get lost in your team's phones. This integration automatically logs all WhatsApp messages, call logs, and attachments back to the HubSpot contact record, creating a single source of truth for your entire GTM team.
Log Every Conversation: Automatically sync all incoming and outgoing WhatsApp messages to the correct HubSpot contact's activity timeline.
Manage Chats in the Shared Inbox: Allow your entire sales and service team to view, reply to, and assign WhatsApp conversations from the HubSpot shared inbox, eliminating guesswork.
Create Deals & Tasks from Chats: Convert WhatsApp messages directly into HubSpot tasks, tickets, or deals, ensuring every opportunity is captured and tracked.
Improve Reporting & Lead Scoring: Use WhatsApp conversation data to build more accurate reports and add high-intent engagement (like a reply to a sales outreach) to your lead scoring models.
Stop letting valuable sales intelligence get lost in your team's phones. This integration automatically logs all WhatsApp messages, call logs, and attachments back to the HubSpot contact record, creating a single source of truth for your entire GTM team.
A Flexible Sync for Real-Time Communication
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard integrations are often all-or-nothing, forcing your team into a locked inbox. Our architecture is built using the WhatsApp Business API and custom webhooks to work with your team, syncing multiple numbers and preserving the features you rely on.
- Bi-Directional & Uni-Directional Sync: You get a true two-way flow. Reply from the HubSpot inbox, and the message appears on your WhatsApp app (and vice-versa). We sync all messages and read-receipts across all connected platforms in real-time.
- Real-time & Scheduled Syncs: All conversations are synced instantly to the HubSpot timeline and shared inbox, ensuring your team has immediate context and can respond without delay.
- Custom Sync Logic & Triggers: We build rules for your specific needs: "When a new, unknown number messages us, automatically create a new HubSpot contact." Or, "If a message contains 'help' or 'support,' automatically create a new service ticket."
- High-Volume Data Handling: Our architecture is built to handle thousands of concurrent conversations across multiple agents and numbers, ensuring reliable delivery and syncing without hitting API limits.
Comprehensive Object & Field Mapping
We connect your conversations directly to your CRM records, ensuring every chat, file, and contact detail is logged.
HubSpot
- Contacts
- Shared Inbox / Help Desk
- Activity Timeline
- Deals (Associated with Contact Chats)
- Tickets / Tasks (Created from Messages)
- Notes (Created from Messages)
- Files
- WhatsApp Contacts
- WhatsApp Business Account
- WhatsApp Messages (Incoming & Outgoing)
- Deals from Chats
- Tickets from Messages
- Notes from Messages
- WhatsApp Attachments (Images, Videos, Docs)
- Contacts WhatsApp Contacts
- Shared Inbox / Help Desk WhatsApp Business Account
- Activity Timeline WhatsApp Messages (Incoming & Outgoing)
- Deals (Associated with Contact Chats) Deals from Chats
- Tickets / Tasks (Created from Messages) Tickets from Messages
- Notes (Created from Messages) Notes from Messages
- Files WhatsApp Attachments (Images, Videos, Docs)
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
The native integration forces all messages into the HubSpot inbox and disables your WhatsApp mobile/web apps. It also lacks features like emoji reactions and threaded replies. Our custom solution can sync both your phone and HubSpot, giving you flexibility.
The native integration will not sync any historical chats. Our custom solution is designed to perform a one-time back-sync of your existing chat history to the correct HubSpot contact records.
While some third-party tools allow this, the official and most stable integrations require the WhatsApp Business API. We help you get set up with the API, which gives you access to automation and team features.
Our solution can connect multiple WhatsApp numbers (including individual rep numbers) and sync all those conversations to the correct HubSpot contact. This ensures that even "shadow" sales conversations are captured in the CRM.
Capture Every Conversation in Your CRM
Stop letting sales opportunities get lost in un-tracked WhatsApp chats. Schedule a free consultation, and we'll show you how to build a seamless, powerful integration between WhatsApp and HubSpot.
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