WhatsApp HubSpot integration
WhatsApp in HubSpot: every chat logged, every stage current
Contacts, properties, funnel stages and tasks sync both ways, and every conversation lands on the contact's HubSpot timeline with an AI summary. When the AI moves a lead to a new stage, your HubSpot workflows take it from there.
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Availability: Included on Growth and Scale, and during the free trial. HubSpot is not included on Solo.
Your CRM shouldn't be the last to know
Your team sells on WhatsApp, then copies the chat into HubSpot by hand, when they remember.
1. Every conversation is logged on the contact's HubSpot timeline with an AI summary, with nobody copying anything.
Lifecycle stages in HubSpot are out of date, so the workflows built on them never start.
2. The AI moves contacts between your HubSpot stages as they talk, and each move is written to HubSpot so a workflow can start from it.
WhatsApp lives outside the CRM, so your HubSpot lists and workflows can't reach customers there.
3. HubSpot workflows send WhatsApp templates, and broadcasts can target your HubSpot lists.
Contacts and properties, synced both ways
Import filters choose exactly which HubSpot contacts sync, by conditions on their properties. A new contact from one of your channels is created in HubSpot once it has a name or an email. In Property mapping, pick the HubSpot properties your templates and the AI may use.
- Read-only by default, or Read and write to push edits by the AI or your team back to HubSpot
- A Description for the AI on each property tells it when to fill it in, like "Set to true when the contact asks for a demo"
- The AI only sets a property from what the contact wrote
- Contacts that can't be imported are listed with the reason and a link to fix them in HubSpot
Funnel stages the AI keeps current
Pick the HubSpot dropdown property that is your funnel, such as Lifecycle stage or Lead status. Its options become your stages in Ciarem and moves sync both ways. Turn AI on for a stage and choose which agents may move contacts there, and under which conditions.
- When the AI moves a contact in a real conversation, the new stage is written to HubSpot
- A HubSpot workflow can start from that change
- The Playground shows the move without writing it, so you can test safely
Every conversation on the HubSpot timeline
Each conversation is logged on the contact's HubSpot timeline with an AI summary, so whoever opens the record knows what was said without reading the whole chat. In the Inbox, the details panel shows when the contact last synced, with View in HubSpot and Refresh from HubSpot.
- With Sync tasks on, tasks your team or the AI create in Ciarem appear in HubSpot
- Tasks created in HubSpot on a synced contact appear in Ciarem
- Completing, editing and deleting a task syncs too
Send WhatsApp from HubSpot
Your HubSpot workflows can send a WhatsApp template, and broadcasts in Ciarem can target your HubSpot lists. A card on HubSpot contact, company and deal records sends a template without leaving HubSpot. A HubSpot admin adds the card once.
- WhatsApp templates from HubSpot workflows
- Broadcasts to your HubSpot lists
- A send card on contact, company and deal records
How to get started
Connect HubSpot in three steps
- 01
Click Connect
Go to Settings, then Integrations, and click Connect on the HubSpot card.
- 02
Sign in to HubSpot
Sign in with a HubSpot user who can manage the portal, and approve access for Ciarem.
- 03
Finish the setup
Choose your import filters, your property mapping and the HubSpot property that holds your funnel stages. Nothing syncs until you finish, so your choices apply from the first contact.
Frequently asked questions
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