Conversation
The contact provides data via WhatsApp.
HubSpot Integration
Connect qualified WhatsApp leads to HubSpot.
Whatsplaid collects and qualifies contacts in natural conversations on WhatsApp and sends the data to HubSpot, helping marketing, sales, and support work with a more complete database.
Contact destinations
Conversation origin
Connected flow
Automatic contacts
01
Support initiatedThe client chats with the agent via WhatsApp.
WhatsApp02
Qualified contactThe Whatsplaid collects properties and responses.
dados03
HubSpot updatedThe database receives the lead with conversation context.
CRMProperties
The agent organizes responses and interests.
HubSpot
The CRM receives the structured contact.
Action
Marketing and sales follow the flow.
Scope of the integration
What this connection does and what are its limits.
See how the data flows, what requirements apply, and what depends on the chosen configuration.
Direct connection with HubSpot
The published flow is for sending to HubSpot and does not announce CRM data query.
Sends the captured contact data according to the properties configured in the integration.
Whatsplaid → HubSpot.
The sending occurs after the capture and qualification configured in Whatsplaid.
Authorized HubSpot account, configured capture, and mapping of necessary properties.
Availability according to the Whatsplaid plan and the HubSpot account conditions.
Properties, objects, pipelines, duplicates, and CRM data return need to be confirmed in the project.
Step by step
How to activate the integration with HubSpot.
The integration connects the capture made on WhatsApp to the CRM, preventing qualified contacts from getting lost in conversations without a commercial record.
STEP 01Connect HubSpot
In the Whatsplaid dashboard, go to Integrations and authorize the connection with your HubSpot account.
STEP 02Configure lead capture
Define in ADMIN which questions the agent should use to collect contact, interest, profile, and qualification data.
STEP 03Map properties
Organize the data so that name, phone, email, tags, and responses reach HubSpot in a useful way for the operation.
STEP 04Validate a contact
Simulate a conversation and check if the lead appears in HubSpot with the expected data.
STEP 05Activate the flow
After validation, the captured leads follow to HubSpot according to the configured flow.
What connects
HubSpot receives contacts with service context.
The information collected by the agent helps enrich the database, segment contacts, and continue the relationship without relying on manual registration.
Essential properties
Name, phone, email, and identification data can be sent to keep the HubSpot database organized.
Service responses
The agent collects needs, interests, and criteria defined in ADMIN to enrich the contact.
Tags and interests
Data captured on WhatsApp helps separate contacts by campaign, intention, product, or relationship stage.
Business continuity
Marketing and sales better understand the reason for contact before initiating a new approach.
After connection
HubSpot now receives leads coming from WhatsApp.
Whatsplaid does not replace HubSpot. It captures, qualifies, and sends contacts so that your CRM, marketing, and sales operations work with more complete data.
Lead captured by WhatsAppThe contact arrives identified as a conversation originated in Whatsplaid.
Structured data for CRMThe responses collected become useful information within the HubSpot database.
Aligned marketing and salesThe same database receives data on lead capture, interest, and qualification.
Approach with more contextThe team understands what the lead asked before continuing the service.
Common questions about HubSpot and Whatsplaid.
What is sent to HubSpot?
Data from leads collected in the conversation, such as name, phone, email, qualification responses, tags, interests, and service context, are sent.
Does the contact need to fill out a form?
No. Whatsplaid collects information during a natural conversation on WhatsApp, with questions defined by the company.
Can I use custom properties?
Yes. The responses and configured fields can feed useful properties for segmentation, marketing, sales, and tracking in HubSpot.
Does the integration help marketing and sales?
Yes. Marketing receives a more segmented database, and sales receive leads with context, interest, and data collected before follow-up.
Does this integration replace HubSpot?
No. Whatsplaid operates in the conversation, capturing and qualifying on WhatsApp. HubSpot continues to be the CRM for contact management, journeys, and commercial operations.
CRM e Automação
Activate integration
Take leads from WhatsApp to HubSpot.
Capture contacts through Whatsplaid and automatically send qualified data to HubSpot.