The right choice when
- No-shows and unanswered quotes cost you deals.
- Your sales team already chats on WhatsApp, but nothing reaches the CRM.
- You need your own rules for who is messaged, when, and by whom.
Integration · HubSpot + WhatsApp
HubSpot follow-ups on WhatsApp. Logged against the contact.
Meeting reminders, quote follow-ups and replies on WhatsApp, triggered from HubSpot and saved back to the contact's timeline, so the CRM still shows the whole conversation.
- HubSpot
A meeting is booked, a quote is sent or a deal goes quiet.
- Connector
Sends the approved template and writes the message to the contact's timeline.
- WhatsApp
The contact gets it, and their reply comes back into HubSpot.
Only contacts who agreed to WhatsApp are messaged.
01 / Is this the one
Is this the connection you need?
It suits a team whose prospects answer WhatsApp, not email.
Look elsewhere when
- HubSpot's own WhatsApp channel or a marketplace app covers what you need. Start there.
- You want bulk marketing messages. WhatsApp charges for and limits those.
- Your contacts have not agreed to WhatsApp messages.
02 / What the work covers
What the work covers.
One or two triggers to start, with replies coming back into HubSpot.
- 01
Triggers and wording
Which HubSpot events send which template, and when a person takes over.
- 02
WhatsApp number and templates
A WhatsApp Business Platform number and the templates Meta must approve.
- 03
Back into HubSpot
Each sent message and each reply written to the contact's timeline.
- 04
Opt-in, log and handover
The consent record, a log of every message, and the code and accounts handed to you.
03 / Limits and risks
Where it can go wrong.
WhatsApp sets the rules for messages you start
A message the business sends first must use a template Meta has approved, and Meta charges for most of them. Replies within 24 hours of the customer's last message are free-form.
HubSpot's plan decides what is possible
API access, call limits and some data depend on the HubSpot plan you are on. We check yours before quoting, so the limit is found on the first call and not after launch.
A personal phone is not a business number
Messages sent from a salesperson's own WhatsApp cannot be logged automatically. The connection uses one business number.
04 / What we can show
The same idea, as our own product.
ZeroDelay.si connects business software to WhatsApp, Telegram and the web, so a team asks and gets answers, and staff send updates that wait for approval. Its HubSpot connection is built and tested by our team. FocusPulse, our market-news product, already delivers its briefings on Telegram.
What this does not show
A client project. ZeroDelay.si is in early access, and we have no published client case study of this integration.
05 / What to do next
Price it or talk it through.
The first step is a free scoping call about the follow-ups your team sends by hand today. A written estimate follows.
01
Estimate the cost
02A price range for your build in four steps.
Chatbots and bots
03Answers in a conversation, on your channels.
Shopify to WhatsApp
04Order, dispatch and delivery updates on WhatsApp.
Google Sheets to WhatsApp
05A sheet's figures sent as a daily WhatsApp report.
All integrations
Every connection we build.
A little clarity
Before connecting HubSpot to WhatsApp.
Can we see it working?
Yes. This connection is built and tested by our team, and we can demo it for you on a free call before you decide anything.
Can several salespeople share one WhatsApp number?
Yes. The number belongs to the business, and replies are routed to the contact's owner in HubSpot.
What does WhatsApp charge?
Meta charges per message for most templates a business sends first, at rates that depend on the country and the kind of message. Those charges are Meta's, paid to Meta or to the provider of your number.
Is there not an app for this already?
Sometimes there is, and if a vendor's own app or a no-code tool does what you need, use it: it is cheaper. A built connection earns its place when the rules are yours, such as which records go, who sees what, what happens when the two systems disagree, or when the volume makes per-task pricing expensive.
What does it cost to build?
It depends on how many triggers you start with. First releases at NSDBytes start from $5,000. The project cost estimator gives a range, and a fixed quote follows a free scoping call. Charges from the services themselves, such as WhatsApp messages, API plans and hosting, are billed by those providers and are separate.
Who owns the connection once it is built?
You do. The code, the server it runs on and the accounts with each provider are yours once the final invoice is paid. We can run and maintain it afterwards if you want, but you are never locked in.
Start wherever you are
Bring the follow-ups you send by hand.
We'll show you which ones can go out on their own and how replies get back to HubSpot.
Want certainty before you commit? Start with a scoping project, $500