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Effective marketing automation is vital for businesses to reach their target audience and drive growth. HubSpot offers robust tools and features to manage marketing campaigns, sales pipelines, and customer interactions.

You can integrate Rasayel with HubSpot to further enhance its capabilities. This integration allows for seamless communication, personalized messaging, and streamlined workflows.

How to connect Rasayel with HubSpot? #

To harness both platforms’ power, you need to establish a connection between HubSpot and Rasayel:

Step 1: #

In Rasayel, select Integrations, and then click on HubSpot.

It will lead you to the HubSpot management page where you can connect your HubSpot workspace or manage an existing one.

Step 2: #

Click “Connect HubSpot”

It will redirect you to the HubSpot OAuth flow page.

Step 3: #

Go through HubSpot’s OAuth flow

1. Select the account you want to connect and press “Choose Account”

2. Confirm that you agree to the terms and privacy policy and click “Connect app.”

3. Accept the permissions

Once the integration is set up, you can unlock a wide range of possibilities for personalized customer interactions and automated workflows.

HubSpot: How does it work with Rasayel? #

With our HubSpot integration, you can link conversations in Rasayel to your HubSpot contacts and send messages to your customers from HubSpot directly.

Contact Matching #

Rasayel contacts will be automatically matched to equivalent HubSpot contacts and display this information on the right sidebar of your Rasayel inbox (under the contact card).

Our HubSpot integration will attempt to match a Rasayel contact by email and by phone, showing any matched contacts.

When you activate your HubSpot integration, at the right sidebar you’ll see the HubSpot area:

There are two different states a contact can have.

1. No matching contact found

This will appear for contacts whose email and phone were not found on any of your HubSpot contacts.

2. One contact matched

This will appear when the contact is successfully matched. It will display the properties fetched directly from HubSpot.

Clicking on View in HubSpot will redirect you to the contact profile on HubSpot.

Contact Creation #

You can also create a new HubSpot contact for a Rasayel user right from your Rasayel inbox. When you press Create a new contact in HubSpot, we will automatically create a HubSpot contact with the information of the Rasayel user (their first and last name, phone number, and email address).

HubSpot CRM extension features #

A CRM card will appear on HubSpot inside a contact’s page. It will allow you to:

1. See the list of this customer’s conversations with a few details (creation date, the channel it came from, and the last message’s timestamp):

2. Redirect to a certain conversation in Rasayel.

Click on the Conversation link above the conversation you’d like to open in the Rasayel app.

3. Open an embedded Rasayel inbox inside HubSpot to send & receive messages.

Click on Actions → Open Conversation

It will look like this:

4. Send a proactive message to a user by clicking the Send message button.

This option will be available even if a contact does not have any Rasayel conversations.

Please note:

In order to use the Open Conversation and Send Message functionalities, you must be invited to the Rasayel workspace.

Activity Logging #

Rasayel uses activity logging to attach the conversation history to a HubSpot contact’s profile. The activity logging is real-time and will log messages as soon as they are sent/received.

To enable this feature, you’ll need to select the WhatsApp for sales filter in your contact settings.

Go to your Contact list → Choose any contact → Unroll a list of filters by pressing “Filter activity” → Select WhatsApp for sales.

A log is a single activity event on the contact’s page. Any sent and received messages will be automatically logged.

The first message in a conversation will create a new log. Then, messages sent within 24 hours from every subsequent message will be part of this log. A new activity log will be created if the time window between any two messages is more than 24 hours.

Streamline your WhatsApp marketing automation #

With the integration in place, you can utilize the full potential of Rasayel’s advanced messaging capabilities within HubSpot. Here’s how it works:

Personalized messaging #

Rasayel enables you to send automated personalized messages to your contacts in HubSpot. You can craft tailored messages based on customer behavior, preferences, and demographics.

Intelligent automation #

You can set up triggers, actions, and conditions to automate various marketing tasks. For example, you can automatically send follow-up emails to leads who have shown interest in a particular product or service, nurturing them through the sales funnel.

Enhanced lead-scoring #

The integration between Rasayel and HubSpot enables advanced lead-scoring capabilities. You can analyze customer interactions, such as email opens, website visits, and form submissions, and assign scores based on their engagement level. This helps your sales team identify the most qualified leads and prioritize their outreach efforts, resulting in improved conversion rates.

Real-time analytics #

With Rasayel integrated into HubSpot, you gain access to real-time analytics and performance metrics. You can monitor the effectiveness of your marketing campaigns, track customer engagement, and measure the impact of personalized messaging. This valuable data empowers you to make data-driven decisions, optimize your strategies, and improve overall marketing ROI.

Optimizing workflows with HubSpot and Rasayel #

One of the significant benefits of integrating Rasayel with HubSpot is the ability to optimize your marketing workflows. Combining the automation capabilities of both platforms allows you to create efficient and seamless processes. Here are a few examples:

1. Lead nurturing

Using Rasayel you can automate lead nurturing campaigns in HubSpot. Based on customer behavior and engagement, Rasayel can trigger personalized messages at specific customer journey stages, helping move leads through the funnel and increase conversion rates.

2. Customer support automation

You can automate customer support interactions with Rasayel integrated into HubSpot’s service hub. Rasayel’s chatbots can handle common support queries, provide instant responses, and escalate complex issues to human agents when necessary. This frees up your support team to focus on more critical and complex customer inquiries.

3. Sales support

Rasayel can also support your sales team by automating certain tasks and providing real-time insights. For example, Rasayel can send notifications to sales representatives in HubSpot when a lead exhibits a high level of engagement, indicating a potential sales opportunity. This allows your sales team to reach out at the right moment, increasing the chances of closing deals.

4. Event management

If you organize events or webinars as part of your marketing strategy, integrating Rasayel with HubSpot can streamline the registration and communication process. Rasayel’s automated messaging capabilities can send event reminders, updates, and follow-ups to registered attendees, ensuring a smooth and engaging experience.

Getting started with HubSpot workflow integration #

HubSpot Workflows automate your business processes and make your team more efficient. With Workflows, you can automate certain tasks by creating a workflow based on triggers and actions. For you to make the best out of the Rasayel-HubSpot integration, we added several new actions that will trigger events on Rasayel.

Supported actions: #

Send an SMS message:

Inputs #

• channel_id: the id of the channel to send the message with
• receiver: the receiver’s identifier (phone number, etc..)
• message: the text message to be sent

Outputs #

• message_id: the id of the message created
• conversation_id : the id of the conversation the message was created in
• success: true if success

Send a WhatsApp template message:

Inputs #

• channel_id: the id of the channel to send the message with
• receiver: the receiver’s identifier (phone number, etc..)
• template_id: the template to be sent

Outputs #

• message_id: the id of the message created
• conversation_id : the id of the conversation the message was created in
• success: true if success

How to create actions on HubSpot #

First, go to HubSpot → Workflows → Create workflow

You can create a workflow from scratch or use a HubSpot template.

In this guide, we will create a workflow from scratch. To learn more about HubSpot templates, please read this article.

To create a workflow from scratch:

Select your object (e.g. contact based) and your workflow type (e.g. Blank workflow) and then press Next.

Set enrollment triggers

Choose criteria that will trigger your workflow and press “Apply filter”. In my example, I chose to trigger workflow when the Contact priority is “Very High”. Learn more about setting enrollment triggers in workflows in this HubSpot guide.

Add actions

At this step, you can add one or multiple Rasayel Actions

• Click the + plus icon.
• In the right panel, select one of Rasayel actions

I want to trigger a WhatsApp message template, so I picked Send a WhatsApp message action

For WhatsApp templates, you need to specify the following:

1. Your Company WhatsApp phone number
2. Template message to be sent
3. How to replace the variables (you can do it manually or choose from your HubSpot Contact tokens)
4. What Phone number property on HubSpot should be used to fire messages

This is what my workflow looks like:

In the last step, you need to review and publish your workflow. Once you turn it ON, this automation will begin.

Conclusion #

Integrating Rasayel with HubSpot offers a powerful combination of advanced messaging and robust marketing automation. By leveraging Rasayel’s personalized messaging, intelligent automation, enhanced lead scoring, and real-time analytics within HubSpot’s CRM platform, businesses can enhance their marketing efforts and streamline workflows.

Whether it’s nurturing leads, automating customer support, empowering sales teams, or managing events, the Rasayel-HubSpot integration provides the tools needed to deliver exceptional customer experiences and drive business growth.

Embrace the power of integration and revolutionize your marketing automation efforts with Rasayel and HubSpot.

Learn more #

If you’d like to learn more about how WhatsApp can help you grow your business, please reach out to us on WhatsApp at +13024070488.

We also offer a free consultation session where we review your use case, answer any questions about WhatsApp, and help you build a strategy to make the best out of the platform. Book a call with us here. We’d love to speak with you:

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