WhatsApp integration for Hubspot — Here's how! [July 2023]

What is HubSpot?

Before we dive deeper into integrating WhatsApp with HubSpot, let's take a look at the platform itself. HubSpot is a comprehensive all-in-one marketing, sales, and service platform that enables companies to optimize their business processes and work more efficiently.

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HubSpot offers a variety of features and tools that help companies make their daily work processes more efficient. Here are some of HubSpot's key features:

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Communication: HubSpot provides various means of communication, including email marketing, social media management, and chat features. These enable companies to get in touch with their customers and prospects and carry out effective marketing campaigns.

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Marketing automation: With HubSpot, companies can automate their marketing efforts to send more targeted and personalized messages to their target audience. This enables more efficient lead generation and customer loyalty.

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Customer relationship management (CRM): HubSpot offers an integrated CRM system that enables companies to manage their customer contacts, sales opportunities, and customer stories. As a result, sales teams can work more effectively and better manage the entire sales process.

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Sales hub: HubSpot's Sales Hub helps sales teams manage leads, schedule, and track sales opportunities. It enables better collaboration between marketing and sales teams.

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Service hub: With the Service Hub, companies can offer their customers excellent customer support. Customer inquiries can be managed via various channels such as email, phone, and chat, resulting in improved customer support.

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HubSpot provides a comprehensive solution for companies to improve and optimize their marketing, sales, and customer service processes. The integration of WhatsApp extends HubSpot's functionality by providing another powerful communication option that will significantly improve your customer relationships.

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WhatsApp integration for Hubspot: What are the benefits?

Integrating WhatsApp into HubSpot opens up a wide range of communication and collaboration options. You can communicate with your customers, prospects, and team members via WhatsApp right from the HubSpot platform. This means that you no longer have to switch back and forth between different applications, but can bring all communication together in one central location and also take advantage of the ever-popular WhatsApp messenger: WhatsApp as a channel for customer communication is ideal for building long-term customer relationships. The user atmosphere is significantly more personal than with emails and response times are generally shorter. You can therefore emotionally bind your customers to your company and significantly increase customer lifetime value. More about the topic “Why WhatsApp? “can be found here.

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How do you connect WhatsApp to Hubspot?

To integrate WhatsApp with Hubspot, you need direct or indirect access to the WhatsApp API interface. Recently, Hubspot itself has also been offering access to the WhatsApp API interface and thus enables WhatsApp integration. However, this is only available for Marketing Hub customers and therefore costs at least €729/month in the Professional package or at least 3,000€/month in the Enterprise package. Unfortunately, despite the high price, some important features are missing: With Hubspot's in-house WhatsApp integration, there is no WhatsApp newsletter marketing possible. In addition, with Hubspot's WhatsApp integration, you don't get a central inbox. Accordingly, you must manually manage other messaging channels, such as Facebook, Instagram, Google Business Chat, email, and SMS.

With hellomateo, on the other hand, you can use all features: You can Do WhatsApp newsletter marketing, provided that your customers have given their consent to receive messages. In addition, in hellomateo's central inbox In addition to WhatsApp, it also integrates various other message channels such as Facebook, Instagram, e-mail and SMS. You can also use the automated assessment management Significantly improve your Google ratings and get over 6,000 away from Hubspot Integrate additional apps into hellomateo's communication software. WhatsApp and Hubspot are linked to hellomateo via the Zapier software. You can find out how this works in the following paragraph!

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Here is an overview of all applications that can be linked to hellomateo using Zapier. If you have any questions, please feel free to contact us or contact us directly Book a free consultation appointment.

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Connect and use WhatsApp and Hubspot with hellomateo and Zapier

A small digression: What is Zapier and how does it work?

Zapier is a powerful software tool that enables the automation of repetitive tasks between different applications. With Zapier, you can over 6,000 apps connect with each other and create workflows without the need for extensive programming knowledge. This automation saves you time and resources as you can eliminate manual tasks and seamlessly share data between different platforms. Zapier supports a wide range of apps and services and allows you to share data between your favorite tools to make your workflows more efficient. You can automate various actions, such as sending emails, entering data into spreadsheets, sending notifications in messaging apps, or scheduling social media posts. Zapier thus enables you to focus on more important tasks by automating repetitive and time-consuming tasks. A particularly interesting feature is the ability to automates sending WhatsApp messageswhen predefined events occur in other software applications.
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Requirements to integrate WhatsApp with Hubspot

• There is access to the WhatsApp API interface, about the professional messaging tool from hellomateo
• You have a Hubspot account that is connected to your business processes
• You have access to a Zapier account with permission to edit Zaps
• You have formulated WhatsApp message templates for the intended purpose (e.g. an order confirmation), submitted to Meta and received approval

Requirements not met? We are happy to assist you! Just write to us via our web widget or arrange a free consultation.

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Instructions: Connect WhatsApp and Hubspot

Meets all requirements? Then you can start linking WhatsApp, hellomateo and Hubspot
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1. Sign in to Zapier
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2. Create a new “Zap” using the button in the left corner
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3. Select Hubspot as a “trigger” if you want to send a WhatsApp message for specific events in Hubspot, or as an “action” if you want to take action on incoming WhatsApp messages in Hubspot
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4. Accordingly, select your WhatsApp Business API provider (e.g. hellomateo) as an “action” (e.g. send a WhatsApp message template) or as a “trigger” (e.g. WhatsApp message was received)
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5. Confirm the new Zap and make it live
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6. Congratulations! Fully automated WhatsApp messages are now being sent. For example, customers receive an order confirmation and shipping information via WhatsApp with every new order, or a new customer profile is automatically created in Hubspot when new customers write to them on WhatsApp.
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More benefits of hellomateo

hellomateo has much more to offer than just the integration of WhatsApp into Hubspot. Our customers particularly appreciate the following benefits:

• ‍Central user interface: hellomateo combines WhatsApp Business Platform, email, Instagram, SMS and Facebook Messenger in one central inbox. The intuitive user interface includes various tools for efficient customer communication and saves you valuable working time.
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• integrations: With hellomateo, you can use WhatsApp in integrate over 6,000 software programs and fully automated Customer trips create with invitations, order confirmations, shipping information, invoices, and reminders.
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• Newsletter marketing: Send GDPR-compliant Newsletter via WhatsApp or SMS and benefit from opening rates of over 95%.‍
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• Assessment management: hellomateo can Automatically request online reviews from your customers, which boosts your Google ranking and trust in your company.
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• ‍Data protection: hellomateo meets all German and European Data protection requirements and offers end-to-end encryption for secure customer communication.
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• scalability: Our software is suitable for Businesses of all sizes and can be extended indefinitely depending on the package.‍
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• ‍Diverse AI features: Our AI agent can automatically answer customer inquiries in chat, answer calls, help with the formulation of messages and much more.
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Arrange a non-binding and free consultation and we'll show you how hellomateo covers your communication needs! Simply book an appointment here or write to us via our web widget.

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