WhatsApp for HubSpot
Turn your HubSpot CRM into a WhatsApp engagement engine. WAGate connects to HubSpot over OAuth so your workflows, deal stages, and form submissions can fire approved WhatsApp templates automatically — and every reply lands back on the contact's timeline.
Overview
HubSpot is where your contacts, deals, and pipelines live. WAGate adds WhatsApp as a first-class channel on top of it: when something happens in HubSpot — a form is submitted, a deal moves to a new stage, a contact's lifecycle stage changes, or a contact is enrolled in a workflow — WAGate sends an approved WhatsApp template to that person, with the variables filled straight from their HubSpot record.
Why move CRM outreach to WhatsApp? Because email is increasingly ignored. WhatsApp messages are routinely opened within minutes and answered at rates email cannot touch, so the lead follow-up, the deal nudge, and the renewal reminder you already send actually get read. WAGate runs on Meta's official WhatsApp Cloud API, so you get verified sender identity, delivery tracking, and full message logs — not an unofficial bridge.
The integration is two-way. When a contact replies on WhatsApp, that conversation is written back to the contact's HubSpot timeline, so your sales and support reps see the full thread on the record they already work in — no tab-switching, no lost context.
Why WhatsApp for HubSpot
Connecting HubSpot to WhatsApp through WAGate gives your CRM a channel people actually respond to, without leaving the tools your team already uses.
How to connect HubSpot to WhatsApp
Setup runs from your WAGate dashboard and takes a few minutes. You only need a connected WhatsApp number and at least one approved template.
- Connect your WhatsApp number
If you haven't already, run Embedded Signup in WAGate to connect a WhatsApp number. WAGate handles the Meta Business and Cloud API wiring for you.
- Open Integrations → Add HubSpot
In the WAGate dashboard, go to Integrations and choose Add HubSpot to start the connection.
- Authorize with OAuth
Sign in to HubSpot and approve access. The OAuth handshake links your HubSpot account to WAGate securely — no API keys to copy by hand.
- Approve your message templates
Create the WhatsApp templates you want to send in Template Hub and submit them to Meta for approval. Marketing-category sends require recipient opt-in.
- Map HubSpot properties to template variables
For each trigger, pick a template and map HubSpot contact, company, and deal properties to its
{{1}},{{2}}variables — first name, deal name, amount, appointment time, and so on. - Pick your triggers and go live
Choose what fires each message — a HubSpot workflow enrollment, a deal-stage change, a lifecycle-stage change, or a form submission — then turn it on. Test in your dashboard before sending at scale.
What you can automate
Any HubSpot event you can act on in a workflow can fire an approved WhatsApp template. Common CRM plays:
| HubSpot trigger | WhatsApp message it fires |
|---|---|
| Form submission | Instant lead follow-up while interest is hot — far faster than a same-day email. |
| Workflow enrollment | Multi-step nurture, onboarding sequences, or drip touchpoints sent over WhatsApp. |
| Deal-stage change | Quote sent, proposal reminders, and deal-stage nudges to keep momentum. |
| Lifecycle-stage change | Welcome a new customer, or re-engage a contact that moves back to a lead stage. |
| Renewal / re-engagement | Renewal reminders and win-back campaigns timed off a property or date. |
| Appointment / booking | Appointment reminders with the time and location pulled from the deal or contact. |
| Inbound reply | Two-way: the contact's WhatsApp answer is logged on their HubSpot timeline for reps. |
Plans & getting started
The HubSpot integration is available today. Automations and the connection flow are part of WAGate's automation features — see the pricing page to pick the plan that fits the volume and seats you need. Every plan includes a connected number, Template Hub, and the WhatsApp Inbox, so you can be sending CRM messages over WhatsApp the same day.
Ready to start? Create your account, connect a number, approve a template, and add HubSpot from Integrations. Sending marketing-category messages? Make sure contacts have opted in — see our acceptable use policy.
Frequently asked questions
Is the HubSpot integration available now?
Yes. The HubSpot integration is live today. You connect it from your WAGate dashboard under Integrations → Add HubSpot, authorize over OAuth, and start firing approved WhatsApp templates from your HubSpot triggers.
How do I connect HubSpot to WhatsApp?
In the WAGate dashboard, open Integrations, choose Add HubSpot, then sign in to HubSpot and approve access via OAuth. After that, map your HubSpot properties to a template and pick the triggers that should send a message. The full steps are in the developer docs.
What HubSpot events can trigger a WhatsApp message?
HubSpot workflow enrollment, deal-stage changes, lifecycle-stage changes, and form submissions can each fire an approved WhatsApp template. Anything you can act on inside a HubSpot workflow can send a message.
Can I personalize messages with HubSpot data?
Yes. You map HubSpot contact, company, and deal properties to a template's {{1}} variables — first name, deal name, amount, appointment time, and more — so each message is filled from that contact's record.
Is it two-way? Do replies show in HubSpot?
Yes. When a contact replies on WhatsApp, the conversation is logged on that contact's HubSpot timeline, so your sales and support reps see the full thread right on the record they already work in.
Do I need opt-in to send WhatsApp messages?
Marketing-category messages require recipient opt-in. Utility and service messages tied to a real interaction have more flexibility. See our acceptable use policy for the rules.
What do I need before I connect?
A WhatsApp number connected through WAGate's Embedded Signup, and at least one approved message template in Template Hub. WAGate handles the Meta Cloud API wiring for you.
Which plan do I need for HubSpot?
HubSpot uses WAGate's automation features. Check the pricing page for the plan that matches your message volume and seats, then start a free trial.
Related integrations
Start a free trial, connect your number, and begin sending automated WhatsApp messages in minutes.