A walkthrough of HubSpot's WhatsApp integration showing how to connect the channel, send messages and voice notes, use templates, and automate workflows. See how to track everything in reporting dashboards.
Friends are. WhatsApp integration is so cool. It's live now. It's available. Check this out. I'm gonna try to show you everything. So here I am in my settings. First of all, let's talk about how to connect WhatsApp. So if you go to your inbox settings and you go to your inboxes, you can add it as a channel here. So you can connect a channel, and WhatsApp is an option here. You can connect your WhatsApp business account like you're seeing here, and then when you go over to inboxes, it will be a channel you can send messages from. And if People message your WhatsApp number, it shows up here. So check this out. Here I am on WhatsApp's own, their desktop client thing. Testing, testing, 1, 2, 3. Let's just see what that does if we come back over to HubSpot. Look at that. Whoa, whoa, whoa. What's this? Whoa. Kyle Jephson sent me a message. And look, because I am already a contact in here, and my phone number, it's mapped, right? We know who we're talking to. What? Oh, hey, Kyle. How's it going? Okay. Typing is hard. And you know what? Because typing is hard, I'm just gonna do a voice message. So let's see if this works. Hey, it's going pretty well. Your software probably doesn't let you take voice messages like this, but I thought I'd give it a try. How you doing, HubSpot? All right, we'll send that, and let's see what happens over here. What? And I can just. Right here in line. It's going pretty well. I don't. Your software, it works. It's amazing. This is so cool. And it gets even better because, look, check this out. Check this out. If we. If we look at some of these other ones. Look, it's been more than 24 hours. These sessions expire after 24 hours. But I can send a template. What? We have. We have templates. What? Yes, we have templates. So if you go to the templates area, where you're probably accustomed to creating email templates, there's this new tab for WhatsApp. And you. You have WhatsApp templates. And check it out. We've got. We've got, you know, personalization tokens and buttons and things, and, I mean, these are all managed inside of your meta account, right? But they're here in HubSpot. And. And you can use them and you can send messages to people. So that's all in here. That's pretty great. And then look, that's not all. If we go to Workflows, you can do workflow stuff with WhatsApp. So if we look at this one here, look, you can have a form where people submit information and they say their preferred channel is WhatsApp or email, right? And if it's email, you're going to send an email. If they say WhatsApp, what are we going to do? Can we maybe send a WhatsApp message? Yes, we can totally send a WhatsApp message. And we're going to send it from this particular phone. Phone number and we're gonna send this particular template and we could just do that automatically. So cool. All inside of HubSpot. And the last thing I want to show you is reporting, because there's reporting too. So check out these dashboards for your chat conversations. You can see WhatsApp's doing great. It's killing Facebook messenger and live chat. You can see all these things. This is awesome. It's now live. This is available to, I believe, marketing professional and service hub professional and above. Check it out. Let me know what you think. Let me know if you're excited about this. WhatsApp is a pretty big deal and I think it's so cool the way it's integrated inside of HubSpot now.
