Integrationen / Hubspot

HubSpot WhatsApp integration: Installation Guide

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Hubspot

☝️ The most important facts in brief

  • Hubspot as a central CRM synchronizes your sales processes with WhatsApp, through this integration of Hubspot with WhatsApp, the most popular messaging app in our language area.
  • WhatsApp messages help to boost the efficiency of traditional communication. They do not mean that a complete switch to WhatsApp is necessary.
  • The integration of WhatsApp and Hubspot by Chatarmin is characterized by central analysis and GDPR compliance.

Hubspot already offers numerous ways to track communication channels with existing customers without integrating WhatsApp. Our unique integration of WhatsApp and Hubspot also offers the option of integrating WhatsApp messages into the sales process.

What can the WhatsApp integration with Hubspot do?

CRM systems like Hubspot have always made the customer journey transparent in order to record communication channels for later use cases and to make them repeatable in the event of success.

The integration of WhatsApp and Hubspot via Chatarmin can shorten the paths within the company itself and in communication with your customers, because an additional channel is opened to contact your leads and promote your brands or to lead the cooperation with customers to a contract conclusion.

In short, the integration of WhatsApp Business with Hubspot means:

  • shorter paths from the company to the customer

  • synchronization of the customer journey via your customer relationship management system

  • a platform as a hub for the functionality in your customer service

  • to treat the email address and phone number of the prospect equally and to identify the best ways of communication.

  • to store the favored way of contact in the account of your customers in addition to the conventional data for future marketing - a basic function in the CRM system

  • WhatsApp integration with your CRM platform helps you to identify your target groups more clearly and to segment them for future marketing measures

The advantages of the Hubspot WhatsApp integration from Chatarmin

WhatsApp has become an integral part of the everyday lives of customers and companies. It makes sense to use this tool for efficient engagement with customers as an integration into your CRM in the area that is most obvious and will simplify your administration in the long term.

  • Companies use their WhatsApp Business Account in conjunction with Hubspot to communicate with the most popular channel of all contacts who have a WhatsApp account, regardless of whether the end customer has registered it privately or for their company

  • WhatsApp messages reach the customer in any situation, which can still be location-dependent for emails

  • The advantages of messages via WhatsApp Business Messages are higher open rates and quick response times

  • Messages sent via this channel are received and, thanks to the integration of Hubspot and Chatarmin, are synchronized directly and displayed in a comprehensible way for future projects for your team.

  • Even if the messages are not answered immediately via WhatsApp, you can assume that they were read minutes later, which can take not only hours but even days for an offer via email.

Marketing teams can receive the target group according to precisely defined criteria and open up a variety of communication channels with the customer

For a successful business transaction, it is not only important to send the best offer in your messages to the prospective customer, but also to provide convenient options and functions for the response.

The data stored in Hubspot and automatically synchronized by integrations, including services such as WhatsApp, reveals which service your customer prefers to use for their messages.

This customer care platform can use the functions of your CRM system together with the functionality of your integrations to provide customized responses for the next segmentations of your marketing campaigns.

Your Hubspot is sure to contain contact data that your company can reactivate through the WhatsApp integration and that will end up directly in WhatsApp instead of being forgotten in the email inbox.

Customer communication is possible offline and online, but stored in one tool

Customer communication takes place in several departments, because it is not always a support employee who can answer specific customer inquiries.

A CRM like Hubspot stores all the ways in which you have been contacted, so that neither your “source of truth” nor the changed ways of notification can be forgotten.

Without data loss, the integrations of WhatsApp and Hubspot via Chatarmin ensure data enrichment of your leads and synchronization with cross-platform information.

Hubspot in collaboration with WhatsApp and the ability to send personalized messages to customers works at any time. Automation is the magic word that accompanies every WhatsApp integration from Chatarmin.

Insights into the requests to your support are collected in the same place as events in your shop

As the world's only fully functional integration of WhatsApp with Hubspot, Chatarmin offers you advantages not only in improving your sales efficiency. As a CRM, Hubspot is a system in your company that is used across departments.

In addition to marketing, your support will also benefit from the functions of this CRM integration and will provide new information back to your marketing team.

Cost efficiency and time efficiency play a major role in today's fast-paced world in order to keep sales high and customers satisfied. Keeping the CRM functions updated and accessible offers you this opportunity.

Instructions for WhatsApp Hubspot integration with Chatarmin

You can also watch our video guide here:

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Navigate to the Hubspot integration page of Chatarmin.

There you can now click on the “Connect now” button and you will be redirected to Hubspot. There you select your account and confirm the installation:

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Use cases after the successful integration of Hubspot and WhatsApp

Is your customer's inbox overflowing with messages reminding them of your company's offers? But you still don't get any response? The integration of WhatsApp can be the solution for you to close the deal and relieve your customer's inbox.

A software with a wide range of functionalities ensures improved future deal closure rates with WhatsApp integration, while still keeping all the details collected on one platform.

Here are the use cases in detail:

Automatic sync of WhatsApp opt-in

After you have integrated Hubspot, you can also specify a property (default is “chatarmin_whatsapp”) to automatically synchronize the WhatsApp opt-in status with your Hubspot contacts. This means that you do not have to do this manually in every flow:

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Update Hubspot contact in Flow

We can automatically add properties to a Hubspot contact based on the user's behavior. Depending on which branch of the workflow the user goes through, we can update the Hubspot contact with a property we have defined.

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Automatic synchronization of Chatarmin events with HubSpot

In your Hubspot contacts, you can now also track Chatarmin events/activity:

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If/else split by Hubspot properties

Likewise, you can filter by Hubspot properties in an if/else split in the flow:

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Marketing

After the WhatsApp integration, the CRM contains all the criteria that your advertising department needs to reactivate old prospects and keep existing customers up to date on new developments.

No more switching from account to account is necessary to get an overview of the entire customer journey.

Sales

Your CRM contains all the information your sales team needs to bring long-open offers to a successful conclusion.

After integration, the business account on WhatsApp is one of the best tools for when the third email to remind the customer has fallen on deaf ears.

This does not mean that you should exclude email from your customer communication. It just means that there are customers who will have WhatsApp as a contact channel in their CRM instead of the classic email in the future.

Is this WhatsApp integration right for you?

WhatsApp, with all the opportunities it offers, is particularly suitable for you if you have a large number of cold contacts in your CRM platform.

Cold contacts or data records are dead capital and WhatsApp as a new communication channel can help you to reactivate them if you have the corresponding phone numbers.

We at Chatarmin will be happy to advise you accordingly and offer you a small insight into the costs that may be incurred. This will enable you to assess for yourself whether idle, potential sales are worth retrieving through our integrations.

An example of the costs of the Hubspot WhatsApp integration

€ 1,500 for the one-time setup

€199 for our Chatarmin “Smarter” support package

€20 per 1,000 opt-ins per month

Please note that there may also be variable costs and that the WhatsApp Business API is not included in this calculation.

Optimize workflows with WhatsApp integration in Hubspot

Not convinced yet? We have a few more unbeatable arguments for the interaction between Hubspot and WhatsApp:

  • Once created, contact data is automatically synchronized or imported, and in the future it will also be created when it is generated from WhatsApp

  • Potential customer interest is converted into sales and no longer disappears into the depths of the CRM

  • Deals can be segmented and personalized exactly as needed and sent, the sales closing rate will reach new heights

Who or what is Hubspot in general?

As a CRM system, Hubspot has developed a place as a versatile tool that spans multiple departments in companies.

This special platform as a CRM system boasts a wide range of possibilities and integrations, even without or with WhatsApp integration:

  • Front-office system to direct customers directly to the place in the company where the customer will find the best answers to their questions from sales.

  • Tools for your marketing in the company that provide all the elements to filter customer data according to specific criteria

  • Tools to build sustainable relationships from customer data, wherever it comes from, that your sales teams can use to build added value

  • Features to improve your service across multiple departments and visible to your management, which in turn brings advantages for recurring billing

The integration of Hubsport and WhatsApp simplifies, to a not inconsiderable extent, the maintenance of data in this CRM platform. The key word here is seamless integration and synchronization.

What does CRM mean and what information does Hubspot provide your team?

A CRM system was originally designed to improve customer loyalty and to provide information about each customer to all teams as a cross-functional tool within the company. A CRM system can extract a variety of lists that support the support for an online shop as well as sales teams with a focus on social media platforms or hotel service staff.

For a long time, however, the best CRM system was only as good as the information stored in the customer files of this tool.

Check out our other WhatsApp integrations:

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