Solve · Integrations with an owner

WhatsApp inside HubSpot.

Conversations that live today on phones and separate tools get recorded on the contact and the deal. We tell you when the native channel is worth it and when it is not.

  • Conversations in the CRM
  • Templates at Meta rates
  • Alert if it stops recording
A person reviews a laptop in an office beside a warehouse.
What we hear every week

Sound familiar?

  • You pay for a separate WhatsApp platform that does not talk to the CRM.

  • Each salesperson writes from their own phone and the history leaves with them.

  • Marketing cannot measure which conversation brought the deal.

  • Customer service hands off over WhatsApp and loses the trail.

How we work

How we solve it

  1. 01

    When it is worth it

    The native channel pays off when the customer starts the conversation: inquiries, bookings, support.

  2. 02

    What Meta charges

    HubSpot charges conversation packs at Meta rates; templates are approved and the window is 24 hours.

  3. 03

    How we leave it

    Connected inbox, automatic records on contact and deal, and an alert if it stops recording.

What you take away

What you receive

  • A WhatsApp inbox connected to HubSpot with approved templates.
  • Every conversation recorded on the contact and, when relevant, on the deal.
  • Clear rules on who answers what, with team assignment.
  • A silence alert if the channel stops recording conversations.

Source monitoring

24 h

A source stopped bringing in records 24 hours ago. Normal volume: 18 a day. We are already investigating.

Illustrative example · sample data

Two lanes for WhatsApp

Not every company needs the same path.

  • HubSpot native channel

    Conversation inbox, approved templates and automatic records. Worth it when the customer starts.

  • Records from the operation

    When salespeople already work over WhatsApp, we record the essentials in HubSpot without changing their phone.

  • What is not worth it

    Mass WhatsApp campaigns at Meta rates without measuring response or consent.

Want to know if this applies to your case?

30 minutes with Roberto. No demo and no access to your CRM.

Book a 30-minute diagnostic
Written guarantees

What we put in writing for this service

  • Alerts.

    An automatic alert tells you if an integration or form stops bringing in data. You hear it from us first.

  • It’s yours.

    Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.

We put them in writing because they are what we control.

What comes next

What comes next

  • Preliminary review

    Conversation volume, who starts them and which tool you pay for today.

  • Fixed price

    The integration has a fixed price; conversations are paid at Meta rates.

  • Monitoring in Operate

    The channel is reviewed inside your operations plan.

    See operations plans
  • Other integrations

    ERP, invoicing, portals and your own APIs with the same method.

    See all integrations
Straight talk

What we promise and what depends on your team

We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.

What we do

  • We design HubSpot so data entry is the minimum.
  • We automate what is done by hand today and connect your systems.
  • We solve problems with integrations, monitors and our own tools.
  • We train your key users and leave everything documented and in your name.
  • We give you a usage report per person so your management can require it.

What your management leads

  • Everyday use of the CRM and the team’s routines.
  • An internal owner with time to decide.
  • What gets fixed first and what can wait.
  • Requiring the records, with the usage report in hand.

We do not become your sales manager or your team leader. We give you everything you need so you can be.

People, not tickets

Who works with you

Three fixed people know your account and answer for it. Behind them, a broad network of HubSpot specialists across Latin America supports delivery depending on the work. Based on demand and expertise, the core team or a named specialist takes the Managed or Dedicated role, always under the Revenue Architect’s guidance.

  • Roberto GuerraCore team

    Roberto Guerra

    Founder & Revenue Architect

    More than 15 years in the field

    Designs the CRM architecture, integrations and operation of each account. Makes sure we solve the problem, not just close the ticket.

  • Jesús RuizCore team

    Jesús Ruiz

    Senior RevOps Specialist

    More than 8 years in RevOps

    Technical and strategic. Builds the solutions and knows mid-size and large sales teams across industries.

  • Bruno HenríquezCore team

    Bruno Henríquez

    RevOps Specialist

    3 years in RevOps

    Technical specialist and daily support. The person you talk to most: takes your requests, solves them and keeps you posted.

  • Specialist network

    A broad network of HubSpot specialists

    Across Latin America: integrations, data, marketing ops and development

    They are available when the work calls for it, with a named user and the Revenue Architect’s guidance.

See how we work

“It is a view I did not have of the tickets, which are the complaints.”

Commercial operations lead

International logistics · Chile

Straight answers

Frequently asked questions

How much does it cost to integrate WhatsApp with HubSpot?

The integration has a fixed price. HubSpot charges conversations in packs at Meta rates; it pays off when the customer starts the conversation.

Do I need the WhatsApp Business API?

Yes, HubSpot’s native channel uses the WhatsApp Business API through Meta. We help you verify the business and approve templates.

What about the 24-hour window?

Within 24 hours of the customer’s last message you can reply freely; outside that window, only with approved templates.

Can we send mass messages?

You can, but every message outside the window costs Meta rates and requires consent. We tell you when it is worth it and when it is not.

What if my salespeople already use personal WhatsApp?

We record the essentials in HubSpot without changing their phone and define which conversations move to the native channel.

Learn more

Let’s talk

Tell us what is failing

Three answers and your details. We will contact you to arrange the 30-minute diagnostic.

  • We review one concrete problem and its impact.
  • We tell you which family fits: Start, Solve or Operate.
  • If there is a fit, we agree on the next step.
Roberto Guerra
Roberto GuerraFounder and Revenue Architect · accountable for your account

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WhatsApp integrated in HubSpot | Revenue Hub Latam