How to connect WhatsApp to Hubspot in 6 steps?

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Would you like to connect WhatsApp to HubSpot CRM and have the two work together?  In six simple steps, we will teach you how to synchronize these tools, so that the conversations your agents are having on WhatsApp Business are reflected in some way in this online CRM  . Read carefully, this post is for you! Connect Hubspot CRM to WhatsApp in simple steps There are multiple integrations on the market that make it easy to connect both sales tools; However, one of the few that has been approved by HubSpot in its marketplace is WhatsApp Sync, a free plugin that will allow you to store all WhatsApp chats in a database.

To proceed with the integration, you will only have to complete the following steps  And, of course, have previously subscribed to the HubSpot CRM and WhatsApp Business services.  Download the WhatsApp Sync extension Go to CU Leads the Chrome Web Store and type in the search engine: WhatsApp Sync: HubSpot + WhatsApp Integration. Then, click on the box that says “Add to Chrome”, this will add the extension to our browser. To activate it, go to the top corner of the Chrome bar and find the ⚙ key in the right corner. Did you see her? Click on it. All the extensions that you have downloaded to date will be displayed, look for WhatsApp Sync and activate it.



There, we look for the WhatsApp Sync app in the browser. Next, a window will open with the icon and name of the plugin, we will click on the small orange box that says: “Connect the application”.  Link your domain After connecting our online CRM with the plugin, a tab will open where your accounts linked to HubSpot will appear. Here select which account you want to connect to WhatsApp Sync . Accept the usage policies Avoid surprises  and read all the conditions and policies of use.  Fill out a form with your business information In this step, information fields about your business are filled out.