CRM
Whatsuite + HubSpot
Sync WhatsApp contacts to HubSpot, log resolved chats as notes and create deals.
What Whatsuite can do in HubSpot
- Create or update contact
- Add note to contact
- Create deal
Events that sync
-
contact.created -
contact.updated -
conversation.resolved -
deal.created -
order.paid
運作方式
- Open Integrations in your Whatsuite workspace and pick HubSpot.
- Private app access token — HubSpot → Settings → Integrations → Private apps. Scopes: crm.objects.contacts.read/write, crm.objects.deals.write
- Test the connection, then choose which events to sync.