View and edit a HubSpot contact in the WhatsApp web UI
WhatHub will search your HubSpot CRM. If a contact matching the WhatsApp conversation is found, it will display the information in the right-hand panel. This allows you to view and edit the contact’s name, email , lifecycle stage, status, owner, company, deals, and tickets.
Automatically record your relevant business conversations in HubSpot
It adds a “sync” contact property. This way, you can define which contacts will have their conversations automatically recorded on the timeline.
Likewise, it is worth updating the synchronization status , honduras phone number resource either manually or with workflows. Either way, there is no risk of personal/private conversations being recorded by mistake!
Manually save relevant messages as notes or tickets
You can automatically and manually save WhatsApp messages to HubSpot. This is especially useful when you want to create a note or ticket from a specific set of messages.
In this sense, it is possible to save the note in the contact, company or offers, and even create a new ticket.
Create new contacts and link existing ones
If a contact is not automatically found by WhatsApp, it means that it does not exist in the CRM, or that it is missing its phone number, for example. Therefore, by using the “Create/Link in HubSpot” button , you can easily add the contact without leaving WhatsApp. Additionally, if the contact already exists, it will update its phone number.
Send WhatsApp messages from HubSpot and use templates
WhatHub saves you time by allowing you to use message templates , for example, including contact and user tokens. Likewise, you can edit your templates and send messages quickly, including relevant information like contact name, company, products, and more. Best of all, you can even use your custom properties!