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HubSpot and WhatsApp Integration Services

Automate data sync, gain access to data analytics, and build customised workflows with HubSpot-WhatsApp integration by MO Agency.

Manage conversations, automate follow-ups, and track engagement from a single source – your HubSpot CRM platform. 


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100+
Star Icon Google 5
star reviews
150+
Star Icon HubSpot 5
star reviews
2024
Star Icon Impact Award:
Platform Excellence
2023
Star Icon Impact Award:
Migration Excellence
2022
Star Icon Impact Award: Platform
Integrations Innovation
100+
Star Icon Google 5
star reviews
150+
Star Icon HubSpot 5
star reviews
2024
Star Icon Impact Award:
Platform Excellence
2023
Star Icon Impact Award:
Migration Excellence
2022
Star Icon Impact Award: Platform
Integrations Innovation
HubSpot Elite Partner

Why Choose MO Agency for HubSpot-WhatsApp Integration?

Being one of the most used messaging platforms, WhatsApp is often a point of contact with clients. When integrated into HubSpot, you can access insights, automate workflows, and gain full visibility of your customer interactions.
 
MO Agency specialises in integrating WhatsApp with HubSpot, giving you the power to manage customer conversations directly within your CRM while leveraging HubSpot’s automation and reporting features.

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Why choose MO Agency 

Award‑Winning Expertise

Work with an Elite HubSpot partner to implement a fully customised integration of WhatsApp into your HubSpot CRM platform.

  • Winner of HubSpot Integrations Innovation Impact Award

  • Over 500 successful integrations completed

  • Certified in Custom Integration and Advanced Implementation

 

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Why choose MO Agency

Proven Results 

Improve your processes by maintaining close interactions with your clients and supporting ongoing engagement.

  • 40% increase in lead response times through WhatsApp integration for real-time replies

  • 2x higher engagement rates from WhatsApp-triggered workflows in HubSpot

  • Reduced manual entry by 60% with automated WhatsApp to HubSpot contact syncing

 

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Why choose MO Agency

Technical Excellence

Connecting the two platforms is fairly easy, but customising solutions to ensure a reliable and seamless flow of data is what MO Agency excels at.

  • Full WhatsApp sync: chats, contacts, and activities

  • Integration via WhatsApp Business API for scalability and compliance

  • Use of custom properties, lists, and workflows based on WhatsApp interactions

 

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Why choose MO Agency

Custom Integration Solutions for WhatsApp

Thanks to our WhatsApp-HubSpot integration, you can access valuable insights in real time and create automations to improve client retention.

  • Automatically capture WhatsApp messages as contacts or tickets in HubSpot

  • Trigger follow-up emails and workflows from WhatsApp interactions

  • Sync WhatsApp contact data directly with HubSpot’s CRM properties

 

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Why choose MO Agency

Full-Funnel Communication

WhatsApp integration into HubSpot will help you streamline your sales and customer service processes, while freeing up time so your key teams can focus on more important tasks.

  • Integrate WhatsApp chats directly into HubSpot timelines for a unified view of each customer

  • Send automated WhatsApp reminders for appointments, deals, and tasks

  • Personalise customer interactions using HubSpot data

 

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Why choose MO Agency

Real-Time Engagement

Having a properly implemented HubSpot-WhatsApp integration, your teams will be able to swiftly answer your clients and enable them to act faster.  

  • Manage customer conversations in real time directly from HubSpot

  • Create tickets for service requests initiated via WhatsApp

  • Automatically tag and assign conversations to relevant teams or reps

 

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Process

Our 6-Step HubSpot Integration Process

To ensure your integration aligns with your business goals, we begin by analysing your current workflows and identifying the most effective way to connect WhatsApp with your customer engagement strategy.

Here’s how we do it: 

 

1. Discovery & Consultation

1. Discovery & Consultation

What happens: We evaluate your business objectives, customer communication strategy, and current use of WhatsApp. 

What you get: A customised integration roadmap aligned to your communication goals, with defined success metrics, milestones, and a phased rollout plan.

2.Data Flow Mapping

2. Data Flow Mapping

What happens: We define what WhatsApp data needs to sync into HubSpot and how it will be used in CRM workflows and reporting.

What you get: A detailed data flow plan, including field mappings, sync triggers, automation logic, and visibility rules for sales and service teams.

3.System Audit

3. System Audit 

What happens: We audit your HubSpot CRM setup, existing contact structures, and lifecycle workflows, as well as your WhatsApp Business API setup or third-party integration tools.

What you get: A comprehensive report highlighting integration gaps, API limitations, and configuration issues.

 

4.Integration Execution

4. Integration Execution

What happens: We configure the WhatsApp Business API or third-party tool, integrate it with HubSpot, and set up automated workflows to create or update contacts, trigger follow-ups, or assign conversations to reps.

What you get: A fully implemented, tested WhatsApp–HubSpot integration that keeps messages and customer interactions automatically logged in your CRM.

5. Testing & Validation

5. Testing & Validation

What happens: We test full conversation flows and validate sync accuracy and reporting fields.

What you get: A validated test plan with real use-case simulations, ensuring your integration is accurate, reliable, and ready for live use.

6.Training Support

6. Training Support

What happens:  We onboard your teams on how to use the integration effectively, set up automations, and report on WhatsApp engagement within your CRM platform.

What you get: Role-specific training and support.

Industry experience

Industries We Serve 

MO Agency has helped businesses in various industries create smarter and faster customer engagement using HubSpot-WhatsApp integration.

Track records in

  • Banking & finance
  • Manufacturing
  • Insurance


  • IT & cyber security
  • Professional services
  • Recruitment
  • SaaS
Illustration 4 - Yellow - HubSpot Onboarding @2x

Our Clients

MO Agency has successfully connected HubSpot and WhatsApp for over 100 businesses, helping them create efficient, scalable customer interactions.

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MO Agency

Client
Testimonials

Great onboarding process by Emma and Caleb. Such a pleasure to deal with, and highly recommend their services.

Krystle Stewien

Marketing Manager | Genasys
51-200 employees

Exceptional service from the very beginning when we engaged with Petrumarié all the way through our HubSpot onboarding with Ashleigh and Jacques. They have consistently shown a positive attitude and a genuine willingness to share their knowledge and go above and beyond 🚀

Megan Bekker

Digital Marketer | Hubtiger
11 to 25 employees

It has been a pleasure to work with MO Agency. They have provided an excellent and seamless onboarding process into HubSpot CRM and Marketing, which has fostered significant value to our company. The team is personable and professional!

Gur Geva

CEO | iiDENTIFii
11-50 employees

Really enjoyed working with the MO Onboarding team. An extremely knowledgeable and efficient team.

Maggie Gilbert

Marketing Manager | Elmdene International Limited
51-200 employees

Frequently Asked Questions

How long does the HubSpot-WhatsApp integration take to set up?

WhatsApp's integration process into your HubSpot platform should take 2 to 4 weeks. However, complex projects may take longer in rare cases.

Does HubSpot support native WhatsApp integration?

HubSpot does not offer a native integration with WhatsApp. However, MO Agency configures your WhatsApp Business API and custom workflows to sync with your CRM platform.

How does the WhatsApp integration work with HubSpot tickets?

When a customer messages on WhatsApp, a new ticket can be automatically created in HubSpot. This ensures all communication is tracked and followed up on promptly.

Can we trigger HubSpot workflows from WhatsApp messages?

Yes, we can set your HubSpot workflows to be triggered based on specific actions in WhatsApp, such as sending automated responses or follow-up emails.

Can we track WhatsApp conversations in HubSpot?

Absolutely. All WhatsApp messages, customer interactions, and tickets are logged in HubSpot’s CRM. This way, your team can be on top of each task and access a full timeline of customer engagement. 

Do you provide ongoing support?

Yes, we provide support and training to your key teams as part of our WhatsApp-HubSpot integration process. 

Ready to get started

Ready for HubSpot and WhatsApp Integration?

Join hundreds of businesses using MO Agency to connect WhatsApp with HubSpot for better engagement, faster service, and clearer insights.