WhatsApp Hubspot Integration by Rasayel: The Complete Guide [2024]

Miodrag Magyar
Published May 26, 2023
Last updated February 8, 2024
WhatsApp Hubspot Integration by Rasayel: The Complete Guide [2024]

In the dynamic world of digital marketing, staying ahead of the curve is not just an advantage, it’s a necessity. This is where the powerful WhatsApp HubSpot integration by Rasayel steps in. By integrating Rasayel into your HubSpot workflows, you can connect with your audience on a deeper level, manage customer relationships, and streamline your marketing and sales processes.

This integration is a strategic enhancement that opens up a world of possibilities for:

Why integrate WhatsApp & HubSpot using Rasayel?

The WhatsApp Business integration with HubSpot by Rasayel offers significant advantages for businesses looking to enhance customer engagement and optimize their marketing and sales efforts. This integration harnesses the widespread appeal of WhatsApp as a communication channel and the comprehensive features of HubSpot as a CRM platform.

The integration’s key benefit is its ability to ensure that every customer interaction on WhatsApp is effectively captured and utilized. This alignment between sales and support teams makes each customer touchpoint more impactful.

Here are some key features of the WhatsApp HubSpot integration:

For more detailed information on how to integrate HubSpot with WhatsApp using Rasayel, read this step-by-step guide.

Event-based Messaging

Event-based messaging through the WhatsApp business integration with HubSpot offers a dynamic way to engage with customers by leveraging specific actions or occurrences as triggers for communication. This feature allows you to streamline customer outreach with WhatsApp messaging in HubSpot, enhancing customer engagement and experience.

When you connect your Rasayel account with HubSpot You can send a variety of message types, such as promotional messages, transactional messages, reminders and alerts, feedback requests, and more. This diverse array of messaging options allows you to maintain a dynamic and responsive communication channel with your customers, enhancing overall customer experience and engagement.

Messaging through this integration enhances customer engagement by delivering timely and personalized communications, triggered by specific customer activities. The automation not only streamlines communication efforts, saving time and resources but also provides valuable insights for optimizing your marketing strategies. The result is improved customer experience and retention, contributing significantly to business growth.

Automated Workflows

Automated workflows in the WhatsApp integration with HubSpot offer a streamlined, efficient way to manage customer interactions and marketing processes. You can set up automated triggers within HubSpot that initiate specific actions in Rasayel, such as sending personalized WhatsApp messages.

This automation enables a hands-off approach to customer engagement, where responses and communications are triggered by predefined customer behaviors or milestones. The result is a more efficient use of resources, with reduced manual intervention and increased consistency in messaging.

The integration allows you to trigger actions with precision using powerful HubSpot workflows, enhancing the overall efficiency of marketing and sales teams, and allowing them to focus on strategic tasks while the system handles routine communications.

Streamlined Communications

By efficiently logging engagement and activities, the WhatsApp integration with HubSpot aligns your sales and support teams, ensuring a cohesive approach to customer interactions. Here’s how:

  • Activity Logging automatically records customer activities and interactions in HubSpot, providing a comprehensive view of the customer journey. This helps in aligning sales strategies and support efforts with actual customer behavior.
  • Engagement Logging captures every customer interaction, ensuring all team members are updated on the latest engagements. This leads to more coherent and informed communications across sales and support teams.

HubSpot Native WhatsApp Integration vs Rasayel’s WhatsApp HubSpot Integration

FeatureHubSpotRasayel
Messaging New Contacts from WhatsApp InboxLimited to specific HubSpot pages: Contact page, Company page, Deals under Sales, Tickets under ServiceSend WhatsApp message from Rasayel and HubSpot contact page
Create HubSpot workflows that include sending WhatsApp messageSupportedSupported
AutomationOnly via HubSpot workflows availableAI-assisted based on knowledge base, No-code chatbot with drag-and-drop functionality, Auto-replies, HubSpot workflows
Automatic syncing contacts between HubSpot and WhatsAppHubSpot requires manual setup of a “WhatsApp number” property for leads, even with recorded numbersAuto-syncs contacts based on phone number and email address
Message Template CreationLimited to WhatsApp ManagerAccessible via Rasayel and Business Manager
Interactive TemplatesNot supportedSupported: Reply buttons, CTA (Call and website visit)
Template PersonalizationSupports only contact and company tokens. No deal, ticket, or custom object tokensEnables personalization with any variable through data attributes
Interactive (Free Form) Messages with ButtonsNot supportedSupported: List messages, Reply button messages
AI-Assisted TemplatesNot availableOffers suggestions for body content, spelling corrections, and name suggestions
Contact Interaction TimelineDisplays only selected interactionsNear real-time and automatic recording of all WhatsApp messages and customer interactions
File Sharing CapabilitiesUp to 20 MB for HubSpot’s free tools. 250 MB for paid plansUp to 100 MB for all plans
Document Size LimitUp to 250 MB (Paid plans only)20 MB
Voice NoteOnly inbound supportedInbound and outbound supported
Opt-in RequirementsVerifiable opt-in requiredNo verifiable opt-in consent needed

Contact Management

The WhatsApp Business integration with Hubspot allows you to link conversations in Rasayel to your HubSpot contacts and send messages to your customers from HubSpot directly. Here’s how it works:

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:

HubSpot area in Rasayel contact information.

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.

No matching contact found message.

  1. One contact matched

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

One contact matched message.

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, it will automatically create a HubSpot contact with the information of the Rasayel user (their first and last name, phone number, and email address).

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):

A list of this customer’s conversations.

  1. Redirect to a certain conversation in Rasayel.

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

Conversation button.

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

Click on Actions → Open Conversation

Open conversation button.

It will look like this:

WhatsApp conversation in HubSpot.

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

Sending a proactive WhatsApp message.

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

Please note:

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

Optimize WhatsApp for Sales with HubSpot Integration

With the integration in place, you can utilize the full potential of Rasayel’s capabilities within HubSpot. One of the significant benefits of optimizing WhatsApp with HubSpot is the ability to optimize your HubSpot workflows. Combining the automation capabilities of both platforms allows you to create efficient and seamless processes.

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 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 & Rasayel

Integrating HubSpot with Rasayel can have a meaningful impact on various aspects of your business, from nurturing leads to managing events with greater efficiency and effectiveness. Here are a few examples:

Lead Nurturing

Automate lead nurturing in HubSpot using Rasayel’s AI messaging. Trigger personalized messages based on customer behavior to improve conversions.

Customer Support Automation

Enhance customer support in HubSpot with Rasayel’s AI chatbots. They handle routine queries, offer instant replies, and escalate complex issues, optimizing your support team’s focus.

Sales Support

Aid your sales team with Rasayel by automating tasks and providing insights in HubSpot. Get alerts for highly engaged leads, helping to timely engage and close deals.

Event Management

Simplify event and webinar management in HubSpot using Rasayel. Automate registration, reminders, updates, and follow-ups for a seamless attendee experience.

Conclusion

The WhatsApp HubSpot integration by Rasayel offers a powerful combination of efficient communication and robust marketing automation. By leveraging Rasayel’s personalized messaging, intelligent automation, enhanced lead scoring, and real-time analytics within HubSpot’s CRM platform, you can enhance your marketing efforts and streamline workflows.

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

Frequently Asked Questions

Yes, you can integrate WhatsApp with HubSpot. This integration allows you to streamline communication, manage customer interactions efficiently, and leverage the powerful features of both platforms for enhanced customer engagement and marketing effectiveness.

Rasayel’s WhatsApp HubSpot integration is designed to be scalable, making it suitable for businesses of all sizes. Whether you’re a small startup or a large enterprise, this integration can be tailored to meet your specific needs for customer engagement, marketing automation, and sales optimization.

Setting up the integration does not require extensive technical knowledge. The process is user-friendly and straightforward, with a step-by-step guide available. However, if you encounter any difficulties, Rasayel offers customer support to assist with the setup.

By integrating WhatsApp with HubSpot, you can engage with customers more effectively through personalized and timely messages, automated workflows, and event-based messaging. This ensures a more responsive and tailored communication strategy, enhancing overall customer experience.

Yes, with the integration, you can track the effectiveness of your WhatsApp campaigns directly within HubSpot. You’ll have access to analytics and performance metrics that show customer engagement and the impact of your messaging strategies.

Learn more

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