Unlock the possibilities of a seamless HubSpot CRM WhatsApp Integration.
Note: HubSpot Integration can be unlocked in the Growth Version.
The WAPlus CRM integrates WhatsApp leads and accounts with HubSpot contacts and companies, enabling users to:
Open a chat, and click on the HubSpot, you can link or create contacts with 1 click;
After linking or creating, contacts info can viewedor updated in one place without switching back and forth;
Create notes, tasks, deals and tickets on WhatsApp; always keep your CRM up to date.
How to install and use HubSpot Integration?
Step1: click link to install chrome extension
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Step2: Click Link to Login or Sign up
Step3: Click Link Finish WorkSpace Create
If you click the link below, the page below will not appear, but the page of Step 4. Then you can skip Step 3 directly to prove that your account has already created a workspace before.
Step4: Click Link open HubSpot Integration
Step5: Click Link begin HubSpot Integration Authorize
Step6: How to Use HubSpot Integration
After the overall authorization is completed, there will be a jump to the whatsapp page. The page link is web.whatsapp.com
1.Click the HubSpot icon in the upper right corner to open any chat window, and the following style will appear.
2.You can click link or create.
(1) The meaning of link is to associate the current chat with a contact in hubspot.
(2) The meaning of create is to add a new contact to the current chat in hubspot and associate it.
3.This is the style after creating a contact click.
4.Fill in the content you want to note.
5.Click to create the completed style.
6.Examples of other operations, such as creating a Task are as follows:
7.After saving, the corresponding Task list will appear and be associated with the current contact. Other Notes, Tasks, Deals, and Tickets are similar and will not be described again.
How to disconnect and uninstall HubSpot Integration?
Click Link to disconnect HubSpot Integration
Click Link to uninstall extension
