Sound familiar?
What businesses that talk to customers on WhatsApp and track them in HubSpot tell us before a project starts.
- New WhatsApp leads never reach HubSpot.
- Nobody can see the chat history on the contact.
- Follow-ups depend on someone remembering.
- Several staff message from personal phones.
- You cannot tell which campaigns bring chats.
What we build
Each one is a working piece you can open and check when it's done.
Automation
- Numbers to contacts
- Chats on the record
- Template follow-ups
- Reports
- HubSpot updated
- Run logged
- Any failure sent to you
Numbers to contacts
A new WhatsApp number adds or updates the contact, matched by phone.
CRM setup and lead pipelinesChats on the record
Each conversation is logged on the contact's timeline.
API integrations and data syncTemplate follow-ups
Approved WhatsApp templates go out when a deal moves or a lead goes quiet.
n8n, Make and Zapier automationLogging and alerts
Every run is logged, and anything that cannot sync is sent to you with the reason.
Python scripts and utilitiesThe two tools: WhatsApp, HubSpot.
Also connected on request: WhatsApp, HubSpot, Twilio, Slack.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Quote follow-up
Example: a contractor wants a WhatsApp reminder sent two days after a quote if the deal has not moved.
WhatsApp Cloud API, HubSpot workflowsExample project
Shared inbox
Example: a clinic wants every WhatsApp chat saved on the patient's HubSpot contact so any staff member can pick it up.
WhatsApp Business Platform, HubSpot APIQuestions people ask first
Do we need the WhatsApp Business Platform?
For automated messages, yes. We help you set up the number and the message templates WhatsApp has to approve.
Can it message people who have not written to us?
Only with an approved template and their opt-in, as WhatsApp's rules require.
What if we use Twilio already?
Twilio offers WhatsApp too, so we can build on your existing account.
Want this as a ready-made pack?
We are turning the most requested integrations into ready-made n8n workflows you import and run in your own accounts. Tell us you want this one and we will email you when it is ready.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com