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.

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A WhatsApp conversation in the Ciarem Inbox with a photo, a transcribed voice note and an AI reply

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.

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.

How it works

  1. 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.

  2. 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.

  3. 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.

WhatsApp + HubSpot

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.

HubSpot

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.

AI agents

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.

WhatsApp broadcasts

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.

Funnel stages

Common questions

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.

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.

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.

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.

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.

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.

Yes. Create your Ciarem account and connect your HubSpot portal from Settings, Integrations.

Related features

Keep reading

Connect WhatsApp to HubSpot and test the agent with your own contacts before launch.

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