In your HubSpot account, click the settings settings icon in the main navigation bar. You can connect an existing WhatsApp Business account as a channel in HubSpot, or you can create a new WhatsApp Business account during the connection process.

Connect a WhatsApp Business Account as a channel Learn how to convert a personal account to a WhatsApp Business account in WhatsApp's documentation.

Once connected to HubSpot, messages will no longer appear in the WhatsApp mobile app or web app, and will only appear in the conversations inbox in your HubSpot account.ĭue to Meta's requirements for using the WhatsApp integration, you cannot connect a personal WhatsApp account to HubSpot and must connect a Business account instead.

Historical conversations will not be synced.

Only new messages after you connect your WhatsApp Business Account will sync to HubSpot.

Each WhatsApp for Business Account can have up to 25 phone numbers associated with it.

Keep in mind the following limitations when connecting and using the WhatsApp integration: If the number is already associated with another WhatsApp account, you must first disconnect it before connecting it to HubSpot. Please note: The phone number you use must not be connected to another WhatsApp account, WhatsApp for Business App, or another WhatsApp integration.

It must not be part of an IVR (Interactive Voice Response) system, or have IVR disabled for a period.

The number must be able to receive voice calls.

Access to the company phone number that you want to send messages with.

Admin permission for your company’s Meta Business Manager account.

The legal name of your company and your WhatsApp display name.

Before you get startedīefore connecting a WhatsApp Business Account to the conversations inbox, you will need the following: Learn more about verifying your business.

You must have a verified Meta Business Manager for your WhatsApp Business account to have access to more than 50 business-initiated conversations per day. Messages sent to your WhatsApp phone number will create a new thread in the inbox. You can connect a WhatsApp Business Account as a channel in the conversations inbox.

How to set up whatsapp business account