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 options for tracking communication paths with existing customers — even without a WhatsApp integration. The ability to integrate WhatsApp messages into the sales process is enabled by our unique WhatsApp and Hubspot integration.

What is HubSpot in general?

As a CRM system, HubSpot has established itself as a versatile tool that connects several business departments. The platform offers a wide range of features and integrations — both with and without WhatsApp connectivity.

Key Features of HubSpot

  • Front-office system: Directs customers straight to the right sales representatives.
  • Marketing tools: Allow for targeted data filtering and segmentation based on specific criteria.
  • Sales support: Leverages customer data to build meaningful relationships and create added value.
  • Service functions: Facilitate cross-department communication and optimize the management of recurring billing.

Integrating HubSpot with WhatsApp significantly improves data management by enabling seamless synchronization.

What does CRM mean and what information does HubSpot provide?

A CRM system primarily serves customer retention and provides all relevant customer data centrally for teams. Businesses can extract lists that support customer service, sales, and support teams in a targeted way.

In the past, CRM systems were only as good as the quality of the data recorded. HubSpot stands out with intelligent data processing and synchronization, making usage even more efficient for businesses.

What can the WhatsApp integration with HubSpot do?

CRM systems like Hubspot have always made the customer journey transparent to document communication paths for later use cases and to replicate success.

The integration of WhatsApp and HubSpot with Chatarmin can shorten internal workflows and communication with your customers by opening up an additional channel to interact with leads, promote your brand, or drive collaboration with customers toward contract closure.

In bullet points, the integration of WhatsApp Business with HubSpot means:

  • shorter paths from company to customer
  • synchronization of the customer journey across your CRM system
  • a single platform as the central hub for your customer service functionality
  • treating email addresses and phone numbers equally and identifying the best communication channels
  • saving the preferred contact method in your customer’s account alongside conventional data — a core CRM functionality
  • using WhatsApp integration with your CRM platform to better identify and segment your target groups for future marketing efforts

The Benefits of Chatarmin’s WhatsApp HubSpot Integration

  • Efficient customer communication: WhatsApp is a part of everyday life for both companies and customers – the integration with HubSpot optimizes business engagement and simplifies management of a business account.
  • Maximum reachability: Messages sent via WhatsApp reach customers wherever they are — at the office or on the go — offering a clear advantage over emails.
  • Higher open rates & faster responses: WhatsApp messages have significantly better open and response rates, increasing the effectiveness of marketing and social media platforms.
  • Seamless synchronization: Chatarmin links WhatsApp and HubSpot with CRM integration, allowing messages to be automatically documented and saved for future use.
  • Targeted customer approach: Marketing teams can accurately segment audiences and run personalized WhatsApp campaigns for effective customer engagement.
  • Data reactivation: The WhatsApp integration helps reactivate inactive contacts in HubSpot, so valuable leads don’t get lost in email inboxes.
  • Cross-platform storage: Customer communication is centrally documented in the CRM integration — whether it happens via WhatsApp or other channels.
  • Optimized lead synchronization: Connecting HubSpot and WhatsApp through Chatarmin enables automated data enrichment to analyze valuable elements like customer interests and buying behavior.
  • Automated customer communication: WhatsApp integrations with HubSpot allow CRM-driven messaging around the clock, with videos and personalized content enhancing the customer experience.
  • Cross-departmental benefits: In addition to the marketing team, sales and support also benefit, as events and inquiries are centrally recorded and routed to the most suitable team for handling.

How to Integrate WhatsApp with HubSpot in Your CRM System Using Chatarmin

You can also check out our video guide here:

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Navigate to the Hubspot Integration page on Chatarmin.

There, you can now click on the "Connect now" button and you will be redirected to Hubspot. Select your account and confirm the installation:

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Use Cases After Successfully Integrating Hubspot and WhatsApp

Your customer's inbox is overflowing with reminder messages about your company's offers? Yet you're not receiving any replies? The integration of WhatsApp might be your solution to close the deal and relieve your customer's email inbox.

A software with diverse functionalities, together with WhatsApp integration, ensures improved deal-closing rates in the future – while keeping all related details centralized on one platform.

Here are the use cases in detail:

Automatic Sync of WhatsApp Opt-In

After integrating Hubspot, you can also specify a property (default is chatarmin_whatsapp) to automatically sync the WhatsApp opt-in status to your Hubspot contacts. This way, you don't have to handle it manually in every flow.

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Update Hubspot Contact in Flow

We can automatically add properties to a Hubspot contact based on user behavior. Depending on which branch of the workflow the user follows, we can update the Hubspot contact with a predefined property.

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Automatic Synchronization of Chatarmin Events with HubSpot

You can now track Chatarmin events/activities directly within your Hubspot contacts:

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If/Else Split by Hubspot Properties

You can also use if/else splits within flows based on Hubspot properties:

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Marketing

After the WhatsApp integration, all the criteria your marketing team needs to reactivate old leads and keep existing customers up to date with new developments are consolidated in the CRM.

There's no need to switch accounts anymore to get a complete view of the customer journey.

Sales

Your CRM will hold all the information your sales team needs to finally close long-standing offers.

The WhatsApp Business account becomes one of the most powerful tools after integration, especially when even the third reminder email goes unanswered.

This doesn’t mean you should exclude email from your communication strategy. It simply means that some customers will prefer WhatsApp as their contact channel in the CRM moving forward.

Is this WhatsApp Message Integration Right for You?

WhatsApp, with all its potential, is particularly suitable if you're sitting on a large volume of cold contacts in your CRM platform.

Dormant contacts or data records are dead capital – and WhatsApp, as a new communication channel, can help you reactivate them if you have their phone numbers.

At Chatarmin, we're happy to advise you and give you a quick overview of the potential costs involved. This allows you to assess whether dormant revenue potential is worth retrieving through our integrations.

Example Costs of the Hubspot WhatsApp Integration with Our "Genius" Support Package:

  • €2,790 one-time setup fee
  • €299 monthly support package
  • €25 per 1,000 contacts per month

Expect that variable costs may also be incurred, and the WhatsApp Business API is not included in this calculation.

Streamline Workflows with WhatsApp Integration in Hubspot

Still not convinced? Here are a few unbeatable arguments for the interaction between Hubspot and WhatsApp:

  • Once created, contact data is automatically synchronized or imported — and will also be created in the future if generated via WhatsApp
  • Potential customer interest is turned into closed deals and no longer lost in the depths of your CRM
  • Deals can be segmented and personalized based on demand — pushing your sales conversion rates to new heights

Benefits of the Hubspot and WhatsApp Integration by Chatarmin

Chatarmin offers companies seamless WhatsApp-CRM integration that automates and streamlines customer communication. By connecting with HubSpot, companies can synchronize customer data, optimize lead generation, and run personalized WhatsApp campaigns.

Customers benefit from higher open rates, faster response times, and automated workflows that ease the burden on support and sales teams. The platform provides tailored solutions for retargeting, post-purchase automation, and onboarding.

With GDPR-compliant data storage, personalized messages, and cross-platform usability, Chatarmin is the best choice for companies looking to use WhatsApp as a powerful sales channel.

However, the best CRM system has long only been as good as the information stored in its customer records.

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