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WhatsApp Automations, Conversations by SyncMate

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App

WhatsApp Automations, Conversations by SyncMate

Store WhatsApp conversations in HubSpot & Manage HubSpot Operations

Built by
Assistro Co
Installs
100+ installs
Rating

4.5(4)

Sign in to installRequires WhatsApp Automations, Conversations by SyncMate subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
WhatsApp Automations, Conversations by SyncMate Subscription
Professional or Business plans

Overview

SyncMate is your all-in-one Chrome extension that enhances your workflow and productivity. With a range of amazing features, SyncMate simplifies and streamlines your communication and contact management, making it easier than ever to connect with your contacts, automate messaging, and maximize your efficiency. Let's delve into the fantastic features that SyncMate offers.

1.) Two Way Sync:

SyncMate's HubSpot integration takes your CRM to the next level, providing seamless communication and contact management. Here's what you can achieve:

a.) Save Contacts:

  • Easily store new contacts acquired through WhatsApp in your HubSpot CRM.
  • Automatically capture contact information, including names, phone numbers.
  • Eliminate manual entry and reduce the risk of data entry errors.
  • Quickly access contact details for future interactions and follow-ups.

b.) Save Companies:

  • Seamlessly create new company records in HubSpot when engaging with business contacts via WhatsApp.
  • Effortlessly link company profiles to associated contacts for a comprehensive overview.
  • Streamline B2B communications and lead management.

c.) Save Deals:

  • Accelerate your sales pipeline by saving potential deals directly from WhatsApp conversations.
  • Automatically populate deal records with relevant information, such as deal names, amounts, and stages.
  • Enhance your sales tracking and forecasting capabilities in HubSpot.
  • Simplify deal creation and management for sales teams.

d.) Save Notes:

  • Keep detailed notes and insights from WhatsApp discussions directly within HubSpot.
  • Record important information, such as meeting summaries, client preferences, and key takeaways .
  • Easily access and store the notes in .pdf file.

e.) Save Tickets:

  • Streamline customer support processes by creating support tickets in HubSpot from WhatsApp conversations.
  • Automatically generate tickets with relevant details, such as ticket titles, descriptions, and priorities.
  • Efficiently manage and track customer issues and inquiries.
  • Ensure timely resolution and customer satisfaction.

f.) Save Tasks:

  • Stay organized by creating tasks in HubSpot based on WhatsApp conversations.
  • Automatically assign tasks to team members with due dates and priorities.
  • Enhance task tracking and collaboration among your team.
  • Never miss important follow-ups or action items.

a.) Messaging Automation via HubSpot Workflow:

  • Streamline your communication processes by setting up HubSpot workflows for messaging automation. This feature allows you to engage with your leads and customers in a more efficient and personalized way.
  • SyncMate empowers you with the ability to supercharge your communication strategies by integrating WhatsApp with HubSpot workflows. This powerful feature enables you to create automated messaging sequences, trigger messages based on specific criteria, and personalize your interactions like never before.

2.) Schedule and Send Messages:

  • 📅 Scheduled Messaging Made Effortless: Easily schedule messages for any date and time you desire. Never forget to send a birthday wish or an important reminder again.

  • 📂 Upload Contacts from CSV: Effortlessly import your contacts from a CSV file, simplifying mass messaging to multiple recipients.

  • 📝 Message Templates for Quick Communication: Save your frequently sent messages as templates for lightning-fast messaging. No more typing out the same information repeatedly.

  • 🔄 Reschedule with Ease: Life can be unpredictable, but that won't disrupt your plans. Effortlessly reschedule failed messages, ensuring your important messages are always delivered.

  • 📑 Comprehensive Reports and History: Stay in the know with detailed reports and a comprehensive message history. Track your sent messages and see their status at a glance.

  • Duplicate Schedules for Convenience: Don't waste time recreating schedules from scratch. Duplicate existing schedules with a single click and make minor adjustments as needed.

  • 👥 Send Messages to Unsaved Contacts: Reach out to anyone on WhatsApp, whether they're in your contacts or not. Expand your network without the need to clutter your address book.

  • 📦 Bulk Messaging/Scheduling: Manage large lists of contacts effortlessly. Send messages to multiple recipients at once, saving you time and effort.

SyncMate message scheduler empowers you to manage your WhatsApp messaging like never before. Whether you're a professional needing to send personalized reminders to clients with dynamic variables like {name}, a social butterfly with a busy calendar, or simply want to streamline your personal messaging, our scheduler has you covered.

Pros of using SyncMate:

👍 You are always eligible. Checks not required.

🏢 WhatsApp Business Solution Provider (BSP) is not required.

🪪 Free from KYC.

🖥️ Facebook Business Account is not required.

📝 Template size/characters restriction free.

📃 Documentation not required.

⌛ Zero waiting time, start sending messages in less than 5 minutes.

Your Business is verified, verification not required.

By installing SyncMate, you'll be able to save time and increase productivity by keeping all your sales and support conversations in one place. Plus, with its advanced integration features, you'll be able to automate your sales process like never before.

Features

Save contacts

Save Contacts

With SyncMate, you can easily save important contact information, including a contact's name, phone number, and company details - all from your WhatsApp chats.

Save chats as notes

Save Chats as Notes

You can also save important chats as notes within HubSpot, making it easy to keep track of all your conversations in one place.

whatsApp automation via Workflows

Create Workflow to automate WhatsApp Messaging.

Create a WhatsApp Messaging automation that keeps your Customers aware and connected, resulting in improved Customer Relationship and increase in Lead Conversion rate.

Sync realtime chats

Sync Realtime WhatsApp Chats to HubSpot

Sync WhatsApp chat directly to HubSpot in order to create a Chat backup in form of Notes or PDF, so you don't have to worrry about loosing important chats in near future.

Schedule messages

Send Scheduled Messages

Easily schedule messages for any date and time you desire. Never forget to send a birthday wish or an important reminder again.

Send WhatsApp Messages Instantly from HubSpot

Send WhatsApp messages directly from your HubSpot CRM without opening WhatsApp. Communicate with your leads and customers instantly from your contact's page.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Contacts

Contacts

Contacts

Deals

Deals

Deals

Notes

Notes

Notes

Ticket

Tickets

Tickets

Reviews

Average rating

4.5

Based on 4 ratings


Total reviews

4

Number of reviews all-time


5
50% complete
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4
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3
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Average rating

4.5

Based on 4 ratings

Total reviews

4

Number of reviews all-time

5
50% complete
50%
4
50% complete
50%
3
0% complete
0%
2
0% complete
0%
1
0% complete
0%

Filter reviews:

Sort:


4/5
    Jun 30, 2025

Time-Saving Integration Tool That Actually Works!

Very helpful tool! It made WhatsApp and HubSpot integration smooth and easy. Saves time, keeps conversations organized, and support is great. Highly recommend!

  • Kumawat, S.


4/5
    Jun 30, 2025

Solid App, Just Needs Some Tweaks

SyncMate gets the job done, but there are a few hiccups. It's easy to use and integrates well with HubSpot, but we’ve faced occasional delays in message sync.

What do you like?

Easy to install and connect

What do you dislike?

Limited formatting in WhatsApp replies

  • panchal, M.


This app requires one of the following WhatsApp Automations, Conversations by SyncMate subscription plans.

Professional

$20

/month

Get started on the right foot with our affordable pricing plan

  • Access to API

  • 2000 messages/month

  • Attachments / Media Support

  • Max size - 4MB

  • Unlimited Templates

  • Single user

  • Single Application

  • Advance Scheduler for Messaging

  • Unlimited Contacts

  • Unlimited Deals

  • Unlimited Ticket

  • Unlimited Notes

  • Unlimited Tasks

  • Dashboard & Analytics

  • Log Retention (180 days)

  • Login with Google

  • Save Media/Files to HubSpot

  • Support : 12 hours, Email, Live chat (GMT + 5:30 hrs)

Professional

$20

/month

Get started on the right foot with our affordable pricing plan

  • Access to API

  • 2000 messages/month

  • Attachments / Media Support

  • Max size - 4MB

  • Unlimited Templates

  • Single user

  • Single Application

  • Advance Scheduler for Messaging

  • Unlimited Contacts

  • Unlimited Deals

  • Unlimited Ticket

  • Unlimited Notes

  • Unlimited Tasks

  • Dashboard & Analytics

  • Log Retention (180 days)

  • Login with Google

  • Save Media/Files to HubSpot

  • Support : 12 hours, Email, Live chat (GMT + 5:30 hrs)

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025

More info

Built by
Assistro Co
Installs
100+ installs
Categories
Languages this app is available in
English, French, and Spanish

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