HubSpot integration
HubSpot doesn't have native WhatsApp Business API integration, but Chat API can be integrated via the HubSpot API. Each WhatsApp message is recorded as an activity on the corresponding HubSpot contact.
The most useful HubSpot triggers: new contact created -> send welcome WhatsApp, deal moved to 'Proposal sent' -> send WhatsApp follow-up.
Salesforce integration
Salesforce has a very rich integration ecosystem. Chat API integration can be implemented via Salesforce Flow, Apex triggers, or middleware like MuleSoft or Make.
Pipedrive integration
Pipedrive is very popular among European SMBs. Chat API integration with Pipedrive API allows automatically adding notes to deals, updating deal stages based on WhatsApp responses.
Best practices for CRM-WhatsApp integrations
Contact mapping is the critical point of any CRM-WhatsApp integration: the phone number in the CRM must be in international format to match WhatsApp.
Implement deduplication logic: if the same person writes from different numbers or has duplicate profiles in the CRM.
