HubSpot tells you who your leads are and where they are in the funnel. WhatsApp tells them what you need them to know — instantly, with 94% read rates. Connect the two and every HubSpot event becomes a perfectly timed WhatsApp message.
HubSpot manages your CRM, deals and contact timeline. WA.Expert adds WhatsApp as a two-way communication channel — every WhatsApp conversation logged in HubSpot, every HubSpot deal stage triggering a WhatsApp message.
| HubSpot trigger | WhatsApp action (WA.Expert) | Business impact |
|---|---|---|
| New contact created | WhatsApp within 2 min — "Hi [name], saw your interest in [product]" | −80% lead response time |
| Deal stage → Proposal Sent | WhatsApp with proposal summary + PDF link | +35% proposal read rate |
| Meeting scheduled | 24hr + 1hr WhatsApp reminder | −42% meeting no-shows |
| Deal → Closed Won | WhatsApp congratulations + onboarding next steps | Smooth handoff |
| Contact unresponsive 14 days | WhatsApp re-engagement message | 15% reactivation |
In WA.Expert, go to Integrations → HubSpot → Authorise. This uses HubSpot's OAuth — no API key copying required.
In HubSpot Workflows, add "Send WhatsApp via WA.Expert" as an action. Trigger on any contact property, deal stage, or form submission.
WA.Expert maps to HubSpot's phone number fields automatically. Ensure your HubSpot contacts have phone numbers in E.164 format or WA.Expert normalises Indian numbers for you.
Select approved WhatsApp templates for each workflow. WA.Expert's template library has pre-approved templates for lead follow-up, meeting reminders, and deal stage updates.
Turn on WhatsApp → HubSpot reply sync. Every WhatsApp message the contact sends is logged as a note on their HubSpot contact record with timestamp.
WA.Expert handles WhatsApp API authentication, template management, and message delivery — you only need to pass the trigger data from HubSpot. No WhatsApp API knowledge required.
Set up bi-directional HubSpot + WhatsApp integration in under a day. Every lead gets a WhatsApp follow-up. Every reply syncs back to HubSpot.