HubSpot WhatsApp Integration Setup
HubSpot WhatsApp integration setup — contact sync, deal-stage automation, and a shared inbox with the CRM sidebar.
Best for B2B teams already running HubSpot marketing and sales hubs. Workflow actions can complement native stage triggers.
How It Works
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1
OAuth connect HubSpotIntegrations → HubSpot → authorize contacts and deals.
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2
Map lifecycle stagesSubscriber, lead, MQL triggers for nurture templates.
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3
Enable timeline loggingAll WhatsApp messages as activities on contact record.
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4
Configure owner routingAssign conversations to HubSpot deal owner automatically.
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5
Test deal stage triggerMove test deal to Proposal Sent; verify template fires.