WhatsApp CRM integration: connect HubSpot, Zoho, Salesforce
A WhatsApp number that isn't connected to your CRM is a leaky bucket. Leads come in, conversations happen, sales close — and none of it shows up in the system of record. Integrating WhatsApp with HubSpot, Zoho, Salesforce or Pipedrive turns WhatsApp into a first-class CRM channel: contacts auto-create, conversations log, deals advance, and your sales team works in one place.
This guide covers the integration architecture, what syncs both ways, and the high-impact automations to set up first.
Key takeaways
Can I integrate WhatsApp with HubSpot?
Yes. LandinChat's HubSpot integration syncs contacts, conversations and deals bidirectionally.
Which CRMs work with WhatsApp Business API?
All major CRMs — HubSpot, Zoho, Salesforce, Pipedrive, Freshsales, Microsoft Dynamics — via native integrations or Zapier/Make.
Will WhatsApp conversations show up in my CRM?
Yes — every inbound and outbound message logs as an activity against the contact in your CRM.
Can I trigger WhatsApp messages from inside HubSpot workflows?
Yes — through the native integration, HubSpot workflows can fire WhatsApp template sends as actions.
Why connect WhatsApp to your CRM
Auto-create contacts from new WhatsApp chats (no manual entry). Log every conversation against the contact (full history). Trigger drip campaigns when a deal stage changes. Sync WhatsApp opt-in status to your marketing system. Let sales reps send WhatsApp templates from inside their CRM. Calculate WhatsApp-attributed revenue alongside email and ad-attributed revenue.
What fields sync (both ways)
Contact: name, phone, email, tags, lifecycle stage, custom fields. Deal: stage, owner, amount, expected close. Activity: every inbound and outbound WhatsApp message logs as an activity. Direction is two-way — update a tag in your CRM and it reflects in your WhatsApp segments instantly.
Setup with HubSpot
Install the LandinChat HubSpot integration from the marketplace. Authorise OAuth. Map your WhatsApp custom fields to HubSpot contact properties. Conversations now log as Notes; templates appear inside the contact card; deal-stage changes can trigger WhatsApp drips. Takes ~10 minutes.
Setup with Zoho and Salesforce
Zoho: native integration via OAuth, same mapping flow. Salesforce: integration via custom managed package or via Zapier/Make if you prefer no-code. Pipedrive: native, OAuth-based. Custom CRMs: every BSP exposes a webhook + REST API to wire it up in a day.
Top automations to set up first
(1) New WhatsApp inbound → create contact + lead in CRM, assign owner. (2) Deal stage changes to 'Proposal Sent' → fire follow-up WhatsApp drip 24h later. (3) New email subscriber → trigger 'Get updates on WhatsApp?' opt-in template. (4) Customer hits 90 days inactive → win-back WhatsApp sequence. (5) Negative NPS reply → create high-priority CRM ticket and alert account owner.
Frequently asked questions
Can I integrate WhatsApp with HubSpot?
Yes. LandinChat's HubSpot integration syncs contacts, conversations and deals bidirectionally.
Which CRMs work with WhatsApp Business API?
All major CRMs — HubSpot, Zoho, Salesforce, Pipedrive, Freshsales, Microsoft Dynamics — via native integrations or Zapier/Make.
Will WhatsApp conversations show up in my CRM?
Yes — every inbound and outbound message logs as an activity against the contact in your CRM.
Can I trigger WhatsApp messages from inside HubSpot workflows?
Yes — through the native integration, HubSpot workflows can fire WhatsApp template sends as actions.
Ready to put this into practice?
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