How to send lead information from WhatsApp to Hubspot

Sending lead information from WhatsApp to Hubspot can be a great way to keep track of your leads and ensure that you are following up with them effectively. Here’s how you can set up the integration between WhatsApp and Hubspot:

  1. Connect your WhatsApp Business API account to Hubspot: You can use the Hubspot WhatsApp integration to connect your WhatsApp Business API account to Hubspot. This will allow you to send and receive messages from WhatsApp directly within Hubspot.
  2. Set up a form or chatflow in WhatsApp: To capture lead information in WhatsApp, you can set up a form or chatflow that collects the information you need. For example, you might create a form that asks for the lead’s name, email address, phone number, and company name.
  3. Map the fields: When setting up the integration, you will need to map the fields from your WhatsApp form or chatflow to the corresponding fields in Hubspot. This will ensure that the lead information is sent to the correct fields in Hubspot.

By sending lead information from WhatsApp to Hubspot, you can ensure that your leads are captured and tracked effectively, and that you are following up with them in a timely manner.

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