Improving customer experience
Customers want to communicate with businesses in the easiest and fastest way possible. They will appreciate it if they can contact and communicate with your business through an app they already have on their phone and are familiar with .
Whatsapp integration creates a more connected and seamless customer experience . And that's exactly what companies should be striving for. Kyle Jenke, Director of Partnerships at Meta, also adds on this topic: "Messaging is the way people and businesses want to communicate and do business. Businesses of all sizes are embracing this shift and finding new ways to better communicate with customers, offer them support, and increase sales."
Efficient, unified and faster communication
The integration allows you to connect your app with HubSpot, so you can communicate with customers via WhatsApp using text, images, or videos directly from HubSpot CRM .
Source: HubSpot
Until now, you could connect email, chat, forms, and Facebook Messenger with HubSpot CRM . Now you can connect another communication channel, WhatsApp, for even more efficient communication in one place in a shared inbox.
Tracking all your customer conversations across channels can be difficult, bahrain phone number data time-consuming, and can lead to you not delivering a top-notch customer experience. With HubSpot CRM, you manage all your communications in one place, so your marketing and service teams never miss an incoming message .
Source: HubSpot
Automated and personalized messages
Personalization is a trend that will become more important every year. Customers expect personalized experiences and messaging is no exception. That's exactly what WhatsApp integration delivers. With the integration, you can send welcome messages, automate messages when a customer abandons a product in their cart, or send messages based on purchases .
Source: HubSpot
WhatsApp integration settings
We'll get into all the technicalities in the following paragraphs, but before you get started, make sure you have the Professional or Enterprise version of either Marketing Hub or Service Hub.
You can't connect a personal WhatsApp account to HubSpot CRM, you must connect a business account. Learn how to convert a personal account to a WhatsApp Business account here .Integration limitations
Each WhatsApp business account can have up to 25 phone numbers associated with it.
Once you connect your WhatsApp business account, only new messages will sync to HubSpot. Historical conversations will not sync.
Once connected to HubSpot, messages will no longer appear in the WhatsApp mobile app or web app, and will only appear in your HubSpot account's conversation inbox.
Step-by-step: how to connect a WhatsApp business account to your HubSpot CRM
You can either connect an existing company account to HubSpot or you can create a completely new company account as you go.
In your HubSpot account, click the settings icon in the main navigation bar.
In the left sidebar menu, go to Inbox > Inboxes.
Click Connect a channel .
Select WhatsApp .
Click the Continue with Whatsapp button.
In the pop-up window, log in to your Facebook account and click Continue as [name].
Click Get started.
Source: HubSpot
Review the permissions that HubSpot will need access to in order to connect and click Continue.
Source: HubSpot
Select an existing Meta Business account to connect to your WhatsApp business account, or create a new Meta Business account . If you are creating a new Meta Business account:
Enter your business's legal name , phone number , website, and email address and click Continue .
Select the country and time zone in which your business is located.