Post by Prisila on Nov 9, 2023 3:48:55 GMT
Provide useful contact information to your agents in order to improve interactions with customers; save time without needing to repeatedly ask the same questions. Manage all sales conversations within the same platform, in an organized and time saving way. What are the main features of the integration? View and edit existing contacts from your WhatsApp UI What Hub will search your HubSpot CRM; if there is a contact conversation matching it will display the contact information for you to be able to view and edit it. You can edit the name, email, owners, deals, status, lifecycle stage etc. Log Business conversations into HubSpot Use the sync contact property to choose which contact conversations you would like to log into the timeline, you can then update this sync status manually or with workflows. Picture conversations Image source What Hub Save relevant messages as Notes or Tickets and add them to Deals.
You can save messages that are important for your business photo editing servies automatically or manually into HubSpot. Create new contacts or link existing ones In case a contact is not found by What Hub you can use the Create Link in HubSpot button to add it into your list without leaving the platform; if the contact already exists, their phone number will be updated. Send WhatsApp messages from HubSpot and use Templates Save time by using message templates, which can be personalized with the use of tokens. You can edit them and efficiently send messages from HubSpot or the WhatsApp UI, but always remember to include relevant information such as name, company, product, etc.
Picture templates Image source What Hub Get notifications for received messages and add new leads You can automatically add new leads from WhatsApp to your HubSpot and get notifications on the platform for any incoming messages Use messages to trigger Workflows on HubSpot Automate your messages with the use of Workflows, create triggers based on message content and status, enable responsive actions such as emails, tasks creations... Streamline and manage all communications from WhatsApp within HubSpot Send messages and record all conversations Picture manage Image source What Hub.
You can save messages that are important for your business photo editing servies automatically or manually into HubSpot. Create new contacts or link existing ones In case a contact is not found by What Hub you can use the Create Link in HubSpot button to add it into your list without leaving the platform; if the contact already exists, their phone number will be updated. Send WhatsApp messages from HubSpot and use Templates Save time by using message templates, which can be personalized with the use of tokens. You can edit them and efficiently send messages from HubSpot or the WhatsApp UI, but always remember to include relevant information such as name, company, product, etc.
Picture templates Image source What Hub Get notifications for received messages and add new leads You can automatically add new leads from WhatsApp to your HubSpot and get notifications on the platform for any incoming messages Use messages to trigger Workflows on HubSpot Automate your messages with the use of Workflows, create triggers based on message content and status, enable responsive actions such as emails, tasks creations... Streamline and manage all communications from WhatsApp within HubSpot Send messages and record all conversations Picture manage Image source What Hub.