HubSpot and WhatsApp Business integration
HubSpot is a CRM that brings together contacts, deals, tickets and automated workflows. trtWhats links your HubSpot account to WhatsApp through an app installed from the HubSpot marketplace: WhatsApp conversations become part of the contact record, and your workflows can send a WhatsApp message the same way they send an email.
Available from the growth plan
What syncs
Two-way contact sync
Any new WhatsApp number that messages you becomes a HubSpot contact; any HubSpot contact with a phone number shows up in trtWhats with its properties and tags.
Conversations on the timeline
Inbound and outbound WhatsApp messages are logged as activities on the contact timeline, so sales sees the whole history in one place.
Send WhatsApp from a workflow
Add a 'Send WhatsApp message' action to any HubSpot workflow: when a deal changes stage, a form is submitted, or a ticket sits unanswered past a set time.
Create deals from the conversation
From the shared inbox, an agent creates a HubSpot deal or ticket attached to the contact without leaving the chat.
Automatic property updates
trtWhats AI flows can write values into HubSpot properties (city, interest, budget) based on what the customer answers in the conversation.
Setup steps
- 1
Install the trtWhats app from the HubSpot marketplace
In your HubSpot account, open connected apps, search for trtWhats and grant access to contacts, deals and activities.
- 2
Choose sync direction and matching rule
Decide between one-way and two-way sync, and pick which HubSpot property is used to match the phone number.
- 3
Map custom properties
Link trtWhats tags to the HubSpot properties you want updated from conversations or used to personalise messages.
- 4
Add the WhatsApp action to a workflow
Open an existing workflow or create one, add the trtWhats action, choose the approved template and the variables filled from contact properties.
- 5
Test on an internal contact
Create a contact with your team's number, enrol it in the workflow manually and confirm the message arrives and is logged on the timeline.
Questions about this integration
Features you unlock
trtWhats
Let's build your next growth channel.
- Free 20-minute consultation with a WhatsApp specialist
- Number live in 24–72 hours once documents are ready
- Official Meta API with opt-in messaging and approved templates