WhatsApp is an integral communication channel not only for more than 3 billion users around the world, but also for businesses looking to engage with customers directly in a personable way.
While HubSpot provides powerful integrations and tools for managing customer relationships, the native Meta solution falls short.
Many users report significant reliability issues, bugs, and poor overall performance. On the bright side, several third-party platforms bridge the gap, allowing you to sync HubSpot with WhatsApp efficiently.
Said tools provide automation, compliance-friendly messaging, and scalable workflows – everything you need to grow your business and sustain customer engagement.
Our guide gives 3 of the best third-party platforms for integrating WhatsApp with HubSpot. While some of these platforms offer bulk messaging, we strongly advise against using it with a personal number, as Meta strictly enforces its policies, often leading to account bans.
If your business needs broadcast messaging, check our separate blog focused on enterprise solutions.
Let’s explore the top options, their strengths, and how DevriX can help you integrate them into your HubSpot ecosystem.
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Cooby
(4.9/5 Based on 15 ratings)
Cooby offers a practical solution for sales, marketing, and customer support teams looking to connect WhatsApp with HubSpot. The solution focuses on reducing CRM-related administrative work while giving you more visibility into customer conversations.
CRM Access Within WhatsApp
Instead of constantly switching between WhatsApp and HubSpot to access contact details, Cooby allows you to view, edit, and update HubSpot records directly within WhatsApp.
You can pull up contact properties such as name, email, deal stage, and notes while chatting – and all relevant information is at your fingertips.
Automated Conversation Log
Every WhatsApp interaction is automatically logged in HubSpot, eliminating the need for manual copy-pasting or data transfers. Customer communications are always up-to-date and accessible to the entire team.
You can reference previous chats before follow-ups, and track interactions for performance analysis and compliance.
Activity Tracking & Reporting
By capturing WhatsApp activity within HubSpot, you gain deeper insights into customer engagement. Your team can track message response times, conversation frequency, and customer sentiment to measure how effective your communication strategy is.
On-the-Go Contact Creation
When a new lead reaches out via WhatsApp, you can instantly create a HubSpot contact without leaving the chat interface. This feature speeds up data entry and ensures every interaction is properly recorded from the first touchpoint.
Task & Deal Management
WhatsApp messages can be quickly converted into HubSpot notes, tasks, tickets, or deals for the purpose of better and faster internal processes. If a lead expresses interest in a product, you can create a deal directly from the chat.
If you’re a member of a support team, you can log customer issues as tickets for faster resolution. Also, sales reps can set follow-up reminders based on WhatsApp interactions, ensuring no opportunity is missed. The integration keeps all teams aligned and enhances cross-department collaboration.
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Compliance, Automation, and Scalability
Ensuring compliance in customer communication is crucial, and Cooby helps you maintain proper data logging within HubSpot.
All WhatsApp messages are stored securely, reducing the risk of losing important information or failing to meet regulatory requirements.
You can reduce manual workload even further with automation features such as message syncing, workflow triggers, and AI-powered responses.
However, please keep in mind scalability can be a limitation, as Cooby’s plans come with a cap on the number of messages that can be synced per month. You’ll have to monitor your business’ usage carefully.
Pricing
Cooby starts at $15.99 per user/month, providing access to essential features like WhatsApp message syncing, contact creation, and CRM record updates. Higher-tier plans may offer expanded capabilities such as advanced automation, team collaboration tools, and increased message sync limits.
Use Cases
This integration is ideal for SMBs that rely on WhatsApp for customer communication and need a better and faster way to sync conversations with HubSpot. It is particularly useful for sales teams that manage leads through WhatsApp, support teams that provide real-time assistance, and account managers who need to maintain detailed client records.
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Ringover
(4.0/5 Based on 33 ratings)
Ringover is a multichannel approach to communication, integrating WhatsApp alongside phone calls, emails, and social messaging platforms. While the primary focus for this solution is voice calls, it also provides WhatsApp messaging sync, making the integration a useful option for you, if you’re looking for an all-in-one communication solution within the HubSpot ecosystem.
Omnichannel Messaging
Your business can centralize communication by managing WhatsApp, Facebook Messenger, Instagram, and emails within a single platform.
Messages from all channels are automatically logged in HubSpot. All customer interactions are recorded and accessible in one place, providing you with the tools to deliver consistent messaging across channels, respond faster, and track engagement more effectively.
Click-to-Call & Screen Pop
Users can initiate calls directly from HubSpot with a single click.
When receiving a call, the system automatically displays relevant HubSpot contact records, allowing agents to quickly review previous interactions before answering. This enhances call efficiency and personalization, ensuring better customer engagement.
Automated Call Routing
AI-driven call routing ensures that incoming calls reach the most appropriate team member based on predefined criteria such as customer type, inquiry nature, or agent availability.
Your clients will be happy with reduced wait times, increased first-call resolution rates, and improved overall experience. Additionally, call routing rules can be customized based on HubSpot data, ensuring that high-value leads or existing clients are prioritized accordingly.
Call & Message Logging
Automatically log calls, SMS, and WhatsApp messages in HubSpot to keep a complete record of customer interactions. Which is how Ringover eliminates manual data entry, ensuring every conversation is documented for future reference and collaboration.
Performance Analytics & Reporting
Ringover gives in-depth analytics on call and messaging performance. You can track KPIs such as response times, call outcomes, and agent productivity – insights that help refine sales and support strategies based on real-time data.
Workflow Automation & CRM Sync
Integrate Ringover with HubSpot workflows to trigger automated follow-ups, lead scoring, deal updates based on call and message activity; and reduce administrative tasks to ensure sales pipelines remain up to date.
Pricing
Ringover offers tiered pricing plans, making it accessible for businesses of different sizes. Prices start at $44 per month as of April 2025. Core features such as call and message logging, CRM synchronization, and analytics are included in standard plans, with advanced capabilities available at higher tiers.
Use Cases
If you rely heavily on call and messaging channels, Ringover is ideal for your business. Your support team can efficiently manage inquiries across multiple channels.
With automation and AI-driven routing, Ringover offers stellar communication within HubSpot, improving customer engagement and operational efficiency.
Treble
(4.5/5 Based on 56 ratings)
Treble is a powerful WhatsApp integration for HubSpot. You can streamline customer communication, automate data syncing, and enhance collaboration between sales and marketing teams. By embedding CRM functionalities directly within WhatsApp, Treble puts out switching between platforms and helps with your efficiency.
CRM Access Within WhatsApp
With Treble, users can view and update HubSpot contact details directly from WhatsApp. With real-time access to customer data and without the need to navigate away from active conversations, you will improve response times and data accuracy in no time.
Automated Conversation Log
Treble automatically syncs WhatsApp messages with HubSpot, and all customer interactions are recorded and accessible for future reference. Which means – no more manual data entry for you. Plus, you can count on collaboration across teams, as sales and support reps can access the latest conversation history in sync.
Activity Tracking & Reporting
You can use Treble to track WhatsApp interactions within HubSpot – with detailed reports on customer engagement. Additionally, WhatsApp messages can trigger HubSpot workflows, automating follow-ups, lead scoring, and deal progression based on real-time conversations.
On-the-Go Contact Creation
New leads often emerge from WhatsApp conversations, and Treble makes it easy by allowing you to create new HubSpot contacts directly from WhatsApp. So no potential lead is lost, and customer data remains up to date.
Task & Deal Management
Treble is making task management a breeze by converting WhatsApp messages into HubSpot notes, tasks, tickets, and deals. And all of your teams will be aligned on that one client.
Compliance, Automation, and Scalability
Treble maintains compliance by securely logging WhatsApp conversations in HubSpot, ensuring you meet regulatory requirements.
Automation features such as conversation syncing, workflow triggers, and deal updates reduce manual efforts and improve efficiency. Treble also has a scalable infrastructure to support you, no matter if you’re a one-man company or an enterprise business.
Pricing
As of April 2025, Treble has one fixed price in its HubSpot listing. However, on their website, we only notice the CTAs to book a demo, indicating taht the final price will be delivered post-demo. While the exact pricing tiers are subject to change, users can expect essential features such as automated message syncing, CRM record updates, and workflow integration as part of the base plan.
Use Cases
Treble is ideal for businesses looking to enhance customer engagement via WhatsApp while keeping their HubSpot CRM updated.
Whether it’s sales teams managing leads, support teams handling customer inquiries, or marketing teams automating engagement workflows, Treble streamlines WhatsApp-based interactions and improves overall efficiency.
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Which HubSpot WhatsApp Integration is Right for You?
When it comes to integrating WhatsApp with HubSpot, the right choice depends on your business’s specific needs and communication priorities.
Cooby is a great option for you, if you rely on WhatsApp for customer communication and need easy message logging, contact creation, and workflow automation. It simplifies CRM access within WhatsApp, but has a scalability limit on message syncing.
Ringover offers a true omnichannel experience by combining WhatsApp with phone calls, emails, and social messaging. It’s ideal for businesses looking for an all-in-one communication solution with advanced call management features like click-to-call and AI-powered call routing.
Treble focuses on WhatsApp automation and two-way integration with HubSpot, making it an excellent choice for businesses that want to streamline lead generation, automate conversations, and track customer interactions effortlessly.
Each tool enhances HubSpot’s CRM capabilities by bringing WhatsApp into the workflow, but the best fit depends on whether your priority is message management (Cooby), omnichannel communication (Ringover), or advanced automation (Treble).
Which solution aligns best with your team’s needs?
Team DevriX
This article is crafted by DevriX's seasoned marketing team, boasting over four decades of collective expertise in crafting sophisticated marketing funnels, devising comprehensive content frameworks and pillars, implementing engaging email campaigns, and creating impactful social media content designed for scalability.
Our marketing experts specialize in the complete spectrum of inbound marketing strategies. As an accredited HubSpot Agency Partner and a Semrush Partner, we engage in meticulous research, blending our extensive experience with the unique insights of our highly skilled team.
We set benchmarks in content creation by incorporating cutting-edge marketing trends, leveraging in-depth industry research, and utilizing state-of-the-art AI tools for data segmentation and captivating content hooks. Our proficiency extends across a diverse range of sectors, including working with SMEs, Fortune 1000 companies, global B2B brands, major publishing entities, WooCommerce platforms, business directories, and affiliate networks.
