Bi-Directional Contact Sync

◆ View complete HubSpot records beside every WhatsApp chat ◆ Update contacts, deals, and properties from either platform ◆ Support for all standard and custom HubSpot fields ◆ Historical data import from existing HubSpot contacts ◆ Real-time sync in under 1 second, both directions

Automatic Conversation Logging with AI Intelligence

◆ Every WhatsApp message auto-logs to HubSpot's activity timeline ◆ AI-generated conversation summaries for quick scanning ◆ Automatic task creation when follow-ups are mentioned in chat ◆ Support for text, voice notes, images, videos, and documents ◆ One-click access to full conversation history from HubSpot

Send WhatsApp Messages from HubSpot

◆ Native WhatsApp chat interface in HubSpot ◆ Send templates and quick replies ◆ Access to full conversation context ◆ Support for all media types ◆ Real-time message status updates

Smart Lead Routing & Ownership

◆ HubSpot lead owners automatically own WhatsApp conversations ◆ Round-robin and assignment rules work across both platforms ◆ New WhatsApp contacts follow existing HubSpot workflows ◆ Team-based routing with automatic escalation ◆ Maintain accountability with unified ownership

WhatsApp in HubSpot Workflows

◆ Native WhatsApp actions in workflows ◆ Template message triggers ◆ Conditional messaging based on properties ◆ Multi-channel campaign orchestration ◆ Full engagement tracking

Automatic WhatsApp Call Logging with AI Transcripts & Summaries

◆ Every WhatsApp call auto-logs to your contact's HubSpot timeline the moment it ends ◆ Completed or unanswered, every call syncs to HubSpot within two minutes ◆ Call duration, direction, and the operator who handled the call, captured automatically ◆ Call recording, AI transcript, and AI-generated summary included when enabled in Wati