Our WhatsApp HubSpot integration service starts with the moment a colleague takes over an enquiry. We work out which contact they should open, what the previous adviser has agreed and how the next action will be recorded. The channel setup follows those decisions.
A new message should not automatically erase an established sales relationship. We distinguish a first enquiry from a returning contact and define who should receive each. Your team reviews the proposed assignment rules before we configure the functions supported by your subscription.
We separate the customer details needed for a decision from the rest of the conversation. For example, a requested service and a preferred meeting date may be useful fields; an entire message copied into a property usually is not. We agree field names, allowed values and who may update them.
An adviser needs to know whether to prepare a proposal, request missing information or call back. We describe that next action and its owner explicitly. Where your plan supports an automated task, we test it; otherwise, the handover states the manual step the team must complete.
In this example, a contact who received a proposal last week asks to include a second office.
The proposed workflow identifies the contact and makes the existing owner and relevant proposal context available, subject to the account’s capabilities.
The adviser confirms what changed and records who will revise the proposal. A second message should not create an unrelated sales handover.
We review these points before defining the scope, budget and launch.
We first identify the HubSpot hubs and subscription levels in use. The native WhatsApp channel requires Marketing Hub or Service Hub Professional or Enterprise. That eligibility check is separate from checking whether the desired assignment and follow-up functions are available.
Before planning activation, we record where the number is currently used and which team relies on it. Any coexistence route must be checked against the account and number requirements. We agree a transition sequence only after confirming how the current working arrangement would be affected.
We document the contact fields involved, the owner of each field and the expected result when a value is missing. Earlier conversations are a separate question: the connection method determines what history can be brought across, so we verify it before including a migration.
We start with one workflow, validate it with your team and document how to maintain it. The scope follows your configuration.
Discuss my integrationWe review how enquiries arrive, who handles them and what information they need. Together, we choose a first use case and how to measure it.
We check licences, the number, permissions and fields. We define templates, assignment rules and how to handle failed operations.
We validate messages, records and follow-up with test cases. We refine the workflow before using it with customers.
We document the configuration and train the people responsible. We agree on support and how to review results.
We check the subscription before presenting a channel configuration. The free CRM does not include the native WhatsApp route described here. If that is your setup, the assessment compares a compatible alternative with the cost and practical consequences of changing plans.
We prepare examples for a new enquiry, a recognised contact and a contact without an assigned owner. Your team checks who receives each one and what information appears. We also test a repeated message so a retry does not silently produce a second task or leave the enquiry unassigned.
Each follow-up needs a defined trigger, an exclusion rule and a person responsible for exceptions. We check what the selected channel and HubSpot plan permit, including WhatsApp template requirements. A message is automated only after the team has approved when it should and should not be sent.
The handover lists the fields used, assignment decisions, configured actions and the tests completed. We also identify the person who can change each part. Licence fees, message usage and any ongoing support are separate items in the proposal, so the administrator can see what the project covers.
Tell us your CRM or ERP, its plan or version and the process you want to connect with WhatsApp. We will review your setup and the next steps.