Integration · CRM
WhatsApp chats, in HubSpot
Keep the leads you get on WhatsApp and Instagram in HubSpot CRM, so sales and marketing work from the same contact record.
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What syncs
What moves between aimonkbot and HubSpot CRM
| Data | Direction | Notes |
|---|---|---|
| New contacts from WhatsApp and Instagram chatsCreated in HubSpot | To HubSpot CRM | Created in HubSpot |
| Name, phone and emailKept up to date on the contact | To HubSpot CRM | Kept up to date on the contact |
| Lead source (WhatsApp or Instagram)So you can report on it | To HubSpot CRM | So you can report on it |
How it works
How to connect HubSpot CRM
- 01
Open Integrations in the panel
Go to Integrations and choose HubSpot.
- 02
Connect your HubSpot account
Sign in to HubSpot and allow access.
- 03
Choose what to sync
Pick the fields and turn the sync on.
Use cases
What teams use it for
Every WhatsApp lead in HubSpot
Leads from ads, your website widget and Instagram land in HubSpot automatically.
One record for the whole team
Sales sees WhatsApp leads in the CRM they already use.
Report on WhatsApp as a channel
See how many leads WhatsApp and Instagram bring in.
Which way does data flow?
Contacts and conversations from aimonkbot are sent to HubSpot, so sales sees WhatsApp leads in the CRM they already use.
How do I connect HubSpot?
Connect your HubSpot account from the integrations section of the panel. We can set it up with you during onboarding.