HubSpot and WhatsApp Business

Connect qualified WhatsApp Business leads to HubSpot.

Whatsplaid collects and qualifies contacts from natural conversations on WhatsApp and sends the data to HubSpot, helping marketing, sales, and support work with a more complete dataset.

Enable integration See step-by-step

Contact destination

Conversation source

Connected flow Automatic contacts

Service startedThe customer chats with the agent via WhatsApp.

Qualified contactWhatsplaid collects properties and responses.

dados

HubSpot updatedThe base receives the lead with the conversation context.

CRM

Conversation

The contact provides information via WhatsApp.

Properties

The agent organizes responses and interests.

HubSpot

The CRM receives the structured contact.

Action

Marketing and sales follow the flow.

Integration scope

What this connection does and what its limits are.

See how data flows, which requirements apply, and what depends on the configuration you choose.

Mode

Direct connection to HubSpot

Data retrieved

The published flow is for sending to HubSpot and does not announce retrieval of CRM data.

Records created or updated

Sends the contact's captured data according to the properties configured in the integration.

Direction

Whatsplaid → HubSpot.

Trigger and frequency

The submission occurs after the capture and qualification configured in Whatsplaid.

Prerequisites

Authorized HubSpot account, capture configured, and required properties mapped.

Plan required

Availability according to the Whatsplaid plan and the terms of the HubSpot account.

Limitações

Properties, objects, pipelines, duplicates, and CRM data returns need to be confirmed in the project.

Step by step

How to enable the HubSpot integration.

The integration connects captures made on WhatsApp to the CRM, preventing qualified contacts from getting lost in unrecorded conversations.

STEP 01

Connect HubSpot

In the Whatsplaid dashboard, go to Integrations and authorize the connection to your HubSpot account.

conexão

STEP 02

Set up lead capture

Set in ADMIN which questions the agent should use to collect contact, interest, profile and qualification data.

questions

STEP 03

Map properties

Organize the data so that name, phone, email, tags, and responses are sent to HubSpot in a way that’s useful for operations.

campos

STEP 04

Validate a contact

Simulate a conversation and verify that the lead appears in HubSpot with the expected data.

validation

STEP 05

Activate the flow

After validation, captured leads are sent to HubSpot according to the configured flow.

operação

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.

Contact

Essential properties

Name, phone, email and identification data may be submitted to keep the HubSpot database organized.

Qualification

Support responses

The agent collects needs, interests, and criteria defined in ADMIN to enrich the contact.

Segmentation

Tags and interests

Data captured on WhatsApp helps segment contacts by campaign, intent, product, or relationship stage.

Context

Business continuity

Marketing and sales better understand the reason for contact before initiating a new outreach.

After connection

HubSpot now receives leads from WhatsApp.

Whatsplaid does not replace HubSpot. It captures, qualifies, and sends contacts so your CRM, marketing, and sales operations can work with more complete data.

Origem

Lead captured via WhatsAppThe contact appears identified as a conversation originating from Whatsplaid.

Properties

Structured data for CRMThe responses collected become useful information within the HubSpot database.

Times

Marketing and sales alignedThe same database receives lead capture, interest, and qualification data.

Follow-up

Approach with more contextThe team understands what the lead requested before proceeding with support.

Common questions about HubSpot and Whatsplaid.

What is sent to HubSpot?

Lead data collected during the conversation is sent, such as name, phone number, email, qualification answers, tags, interests, and support context.

Does the contact need to fill out a form?

No. Whatsplaid collects the information during a natural conversation on WhatsApp, using questions set by the company.

Can I use custom properties?

Yes. Configured answers and fields can feed useful properties for segmentation, marketing, sales, and follow-up in HubSpot.

Does the integration help marketing and sales?

Yes. Marketing receives a more segmented database and Sales receives leads with context, interests, and data collected before follow-up.

Does this integration replace HubSpot?

No. Whatsplaid operates in conversation, capture and qualification on WhatsApp. HubSpot remains the CRM for managing contacts, journeys and commercial operations.

CRM e Automação

Bring leads from WhatsApp Business into HubSpot.

Capture contacts via Whatsplaid and send qualified data to HubSpot automatically.

Enable integration