Connecting HubSpot to Baat

The HubSpot integration lets your CRM start WhatsApp conversations. When a contact or a deal changes in HubSpot, Baat updates the contact on its side and can send a WhatsApp message, tag the contact or start a journey.

Which way the data goes

Information flows one way, from HubSpot into Baat. Baat reads contacts and deals from HubSpot. It does not create or change anything in HubSpot, and WhatsApp conversations are not copied back into HubSpot.

If your team needs WhatsApp messages to appear inside the CRM, use the Zoho CRM integration, which syncs in both directions.

Before you start

• HubSpot is part of the Business plan

• You need a connected WhatsApp channel in Baat

• You need permission to connect apps to your HubSpot account

Connecting your HubSpot account

• Go to Settings → Integrations → HubSpot

• Click Connect HubSpot

• Sign in to HubSpot if asked, and choose the account to connect

• Approve the access HubSpot asks for. You are returned to Baat

• Baat shows HubSpot connected successfully, and the page now shows your HubSpot account and portal number

What comes into Baat

When a contact is created or updated in HubSpot, Baat creates or updates the matching contact in Baat. A HubSpot contact needs an email address or a phone number to come across, and it needs a phone number before you can message it on WhatsApp.

Name, email and phone come across on their own. To bring in other HubSpot properties, map them to custom fields:

• Create the custom fields you need first, under Settings → Custom Fields

• On the HubSpot integration page, under Property Mapping, click Add Mapping

• Choose a HubSpot Property and the Baat Custom Field it should fill

• Click Save Mappings

If you add no mappings, Baat brings in lifecycle stage and company by default.

Sending WhatsApp messages from HubSpot events

Baat listens for four events from HubSpot:

• A contact is created in HubSpot

• A contact changes in HubSpot

• A deal is created in HubSpot

• A deal moves stage in HubSpot

For a deal, Baat messages the contact associated with that deal.

To act on one of these events, go to Automations → Create your own:

• Choose An automation for a single step. It can send a template, send a message, add or remove a tag, update the contact, or start a WhatsApp Flow

• Choose A journey for several steps over time, such as a message, a wait and a reminder. A journey can start when a contact is created, when a deal is created, or when a deal moves stage

A deal event carries the deal’s name, stage, amount and pipeline. In an automation, add a condition on Deal stage so it runs only for the stage you care about — for example, send a confirmation when a deal reaches the stage where a visit is booked.

Templates come first

WhatsApp only lets a business start a conversation with an approved message template. A message triggered by a HubSpot event usually reaches someone who has not written to you in the last 24 hours, so the first message should be a template. See Managing message templates.