Integrations
Bi-directional sync of contacts, deals, and tickets. WhatsApp conversations show in the HubSpot timeline. Marketing Hub + Sales Hub + Service Hub — all three supported.
Supported
Sales, Service, Marketing
Setup
OAuth + mapping
Sync
Real-time both ways
Tiers
Works on Free Hub too
New WhatsApp contacts auto-create HubSpot contacts with all captured fields. Existing contacts get phone matched and updated.
WhatsApp conversations appear in the HubSpot contact timeline alongside emails, calls, meetings. One full activity history.
Bot can move deals through pipeline stages based on conversation outcomes. 'Quote sent' on quote message; 'Won' on payment confirmation.
Support inquiries via WhatsApp auto-create HubSpot tickets. Conversation transcript attached for full context.
HubSpot lists can be the audience for WhatsApp campaigns. Lists auto-update; campaigns target the current member set.
HubSpot contact properties (lifecycle stage, persona, lead source) sync into Edesy custom fields for personalization in campaigns.
Edesy Settings → Integrations → HubSpot. Standard OAuth with your HubSpot account. All three Hubs detected automatically based on your subscription.
Visual mapper for HubSpot ↔ Edesy property/field mappings. Standard properties pre-mapped; custom properties configurable.
Which events sync where: 'bot completion → create contact with lifecycle = Lead', 'support inquiry → create ticket in pipeline X'. Granular.
HubSpot workflows can trigger Edesy actions (send WhatsApp campaign) and vice versa. Compose multi-step automation across both platforms.
Teams see WhatsApp conversations in the HubSpot timeline; they can also send WhatsApp messages directly from contacts. ~1 day workflow change.
| Feature | Edesy | Typical competitor |
|---|---|---|
| Native HubSpot integration | Limited | |
| Bi-directional sync | One-way | |
| Real-time activity log | Batch | |
| All 3 Hubs (Sales/Service/Marketing) | One or two | |
| Workflow integration | Limited | |
| Free tier of HubSpot supported | Paid only | |
| Custom properties | Standard only | |
| Setup time | 10 min | 1-2 days |
Marketing Hub-qualified lead enters WhatsApp drip via Edesy. When ready, lifecycle stage moves to 'Sales Qualified' in HubSpot; SDR follows up.
MQL-to-SQL conversion up 2.3x
Support inquiries via WhatsApp create HubSpot tickets. Bot handles tier-1; complex cases escalate to agents in HubSpot.
Tier-1 deflection rate 68%
Deal moves to 'Proposal Sent' stage → automated WhatsApp follow-up fires. 'Won' → thank-you WhatsApp + review request.
Sales cycle shortened 22%
HubSpot list of dormant customers becomes WhatsApp campaign audience. Personalization variables pull from HubSpot properties.
Re-activation rate 3x email-only
Free workspace, HubSpot OAuth in 10 min, all 3 Hubs supported.