Use case

WhatsApp for sales teams.

Every deal discussed on WhatsApp, recorded in HubSpot automatically. Contacts matched, deals updated, workflows triggered. Without changing how your reps work.

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3×

Higher reply rate vs email

30s

To connect a number

0

API approvals needed

∞

Users per number

The flow

How a sales team uses it.

01

Rep sends WhatsApp from HubSpot

Start a new conversation directly from any contact or deal record. No phone required — the message goes from HubSpot through the connected number.

02

Conversation thread lives in the inbox

Every reply, voice note, and document lands in the HubSpot inbox. The full thread is visible to the team without the rep sharing their phone.

03

Activity logs to the deal timeline

Each message logs as an activity on the contact and the associated deal. Pipeline health is real. Forecast is accurate.

04

Workflows fire on deal stage changes

Send proposal links automatically when a deal moves to negotiation. Follow up without lifting a finger when a trial starts.

Before

Deals close on WhatsApp. HubSpot shows nothing.

×Rep closes deal on WhatsApp, logs it manually two days later
×Manager reviews pipeline — 60% of activity is missing
×Forecast is a guess, not a number
×Rep leaves, conversation history goes with their phone
After

Every conversation is in HubSpot.

✓Messages log automatically — no manual entry
✓Deal timelines show the full conversation history
✓Workflows fire on WhatsApp triggers, not just email
✓New rep inherits full context from day one
MomentumChat

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