WhatsApp + HubSpot
WhatsApp connected to HubSpot, with an AI agent that reads your CRM
Ciarem connects your WhatsApp number to your HubSpot portal. Contacts sync both ways, every conversation on WhatsApp, Instagram, Messenger or web chat lands on the timeline with a summary, and your team sends templates from the contact record or from a workflow. The AI agent answers with CRM properties, and you check it before launch.
Your team sells on WhatsApp and HubSpot never hears about it
The conversations happen on each rep's phone. In HubSpot the contact sits in the same stage, with no record of what was said, and workflows cannot message anyone on WhatsApp. When someone asks what happened with a lead, the answer is in a chat nobody else can see. With Ciarem, WhatsApp lives inside HubSpot: the contact, the conversation, the stage and every send.
How it works
01
Connect your portal
Authorize HubSpot from Settings, Integrations, in a few minutes and without code. Import filters decide which contacts sync: every contactable one, or only those matching the conditions you set.
02
Map properties and stages
Choose which HubSpot properties reach Ciarem for use in templates and in the AI's answers. Read-only by default, or read and write so changes made by the AI and your team flow back to HubSpot. Your funnel comes from the property you already use: lifecycle stage, lead status or any dropdown.
03
Send and log from HubSpot
Every conversation is logged on the contact's timeline with a summary. From the record in HubSpot you send a WhatsApp template to that person, or to everyone on a company or a deal. From a workflow you send templates automatically, and broadcasts target your HubSpot lists.
The agent answers from your CRM, and you check it before launch
Ciarem's AI agent answers on WhatsApp with the contact properties that come from HubSpot, knows which stage each person is in and, if you allow it, writes back what it learns. Before you leave it alone with real customers you check how it answers the questions your business receives, and after launch you keep watching it. Every send is attributed to the person who made it.
What the integration includes
Two-way contact sync
Contacts stay current between HubSpot and Ciarem. A new lead from WhatsApp, Instagram, Messenger or web chat reaches HubSpot with a name or email as soon as the AI or your team captures one, and the contact owner travels too.
Conversations on the timeline
Every conversation leaves events on the HubSpot timeline: when it opens, when a template is sent and when it is resolved, with a summary written by the AI. This covers every Ciarem channel: WhatsApp, Instagram, Messenger and your website chat.
Properties in templates and in the AI
Use any HubSpot property in your WhatsApp templates and in the agent's answers. Read-only by default, read and write if you want changes to flow back to the CRM.
Templates from workflows
A HubSpot workflow sends an approved WhatsApp template when the condition you set is met, without anyone having to remember.
Broadcasts to HubSpot lists
Ciarem broadcasts target your HubSpot lists, and every send is logged on each contact's timeline.
Your funnel is HubSpot's
Funnel stages in Ciarem come from the HubSpot property you choose, with a description per stage so the AI understands where each contact is.
Transparent pricing
The HubSpot integration connects from Settings, Integrations, in your Ciarem account. Plans are the same for everyone, and you can see them here. See pricing
Common questions
- How do I integrate WhatsApp with HubSpot without code?
- With Ciarem you connect your HubSpot portal from Settings, Integrations, authorize access and choose which contacts to import. Nothing to install, no code to write. If you do not have a WhatsApp Business Account (WABA) yet, Ciarem creates it and connects your number as part of setup.
- What gets logged in HubSpot?
- Every conversation leaves events on the contact's timeline: when it opens, when a template is sent, when it is resolved, and a summary of what was discussed. Broadcasts are logged too, attributed to the person who sent them.
- Can HubSpot send WhatsApp messages from a workflow?
- Yes. A HubSpot workflow can send a Meta-approved WhatsApp template when the condition you set is met, for example a stage change or a list enrollment. Outside the 24-hour window messages must be templates, and Ciarem handles their approval.
- Can the AI answer based on the pipeline stage?
- Yes. Funnel stages in Ciarem come from a HubSpot property (lifecycle stage, lead status or any dropdown), so the agent knows which stage each contact is in and the properties you map to it. With read and write enabled, what it learns flows back to HubSpot.
- Which platform is best for integrating WhatsApp with HubSpot?
- It comes down to three things: contact sync in both directions, every conversation on the timeline rather than only the first message, and being able to check how the AI answers before it talks to customers. Ask for a trial with your own contacts and your own questions, and compare what ends up logged in HubSpot.
- Does it also log Instagram, Messenger and web chat?
- Yes. Contacts and conversations from every Ciarem channel reach HubSpot: WhatsApp, Instagram, Messenger and your website chat, each on the timeline with its channel and summary. Templates are WhatsApp only: sends from the record, from workflows and broadcasts use Meta-approved WhatsApp templates.
- Is it available now?
- Yes. Create your Ciarem account and connect your HubSpot portal from Settings, Integrations.
Reviewed by Esteban Wesson, product lead at Ciarem. Last reviewed: September 9, 2026.