The ease and immediacy of WhatsApp conversations meet the efficiency and automation powers of HubSpot. Now imagine how it can transform your marketing, sales, and customer success operations. Or you could stop imagining and discover it for real in this webinar by Niswey! Check it out https://events.hubspot.com/events/details/hubspot-new-delhi-presents-how-to-leverage-whatsapp-and-hubspot-together-to-improve-marketing-sales-and-customer-success/

1. How to leverage WhatsApp and HubSpot
together to Improve Marketing, Sales and
Customer Success!
24th August, 2022

2. Agenda
1. Introductions
2. Why WhatsApp?
3. Types of WhatsApp Accounts
4. Benefits of Connecting WhatsApp to a CRM
5. Case Studies
6. WhatsApp Integration Solutions
7. Q&A

3. What is a HUG?
● The HubSpot User Group (HUG) program
is here to help you connect with other
HubSpot users, experts and employees.
● HUGs are hosted by experienced
HubSpot Solutions Partners, top
performing HubSpot customers and
HubSpot Community Leads.
● There are 150+ city, industry, interest, skill
and product based groups, which can all
be accessed at events.hubspot.com.

4. Goals for the New Delhi HUG
● At least one event per quarter
● In-person events in New Delhi with live streaming
○ Coming soon
● Share knowledge
○ Marketing, Sales teams
○ Customer Success Teams
○ Integrations
Join our HubSpot User Group
to get updates!

5. | Integrating WhatsApp with HubSpot
Past Events

6. Who we are
● The first HubSpot Elite Solutions
Partner in Asia.
● Agency with 30+ team members
across India, serving customers
internationally.
● Specialists in MarTech solutions and
HubSpot Apps!
● Developer of HubSpot + WhatsApp
Integration.
● Winner of the Customer First HubSpot
Impact Award for 2021.

7. Why WhatsApp?

8. Types of WhatsApp Accounts

9. | Integrating WhatsApp with HubSpot
Types of WhatsApp Accounts
● Whatsapp Personal App
● Whatsapp Business App
● Whatsapp Business API

10. Benefits of Connecting
WhatsApp to HubSpot

11. | Integrating WhatsApp with HubSpot
Automate Follow-Up Actions on WhatsApp
1. Set up HubSpot workflows to automate
notifications, reminders, acknowledgement
messages etc. on WhatsApp
Can be used for
- Logistics - shipment updates
- Healthcare - appointment notifications
- B2B websites - form submission responses
- Service companies - payment reminders
Let’s try this out live!
https://hubs.la/Q01kL6Vv0

12. | Integrating WhatsApp with HubSpot
Benefits of Connecting WhatsApp to HubSpot
2. “Single Source of Truth” (SSOT)
Definition: Collecting all data from
across your company and putting it
into a central location.
- Share data between departments
- Increase transparency and
productivity
- Improve data quality and business
analysis

13. View Full Conversations

14. Dedicated Inbox

15. Send Follow-ups Directly from Timeline

16. | Integrating WhatsApp with HubSpot
Benefits of Connecting WhatsApp to HubSpot
3. Automate Repetitive Message-based Tasks
- Integrations log messages immediately on
contact records.
- Messages can trigger workflows to update
records, send internal notifications, etc.
- HubSpot activities (e.g. form submissions)
can trigger workflows to send automated
messages with personalization tokens.

17. Personalization Tokens in Messages

18. Automated Contact Creation

19. | Integrating WhatsApp with HubSpot
Benefits of Connecting WhatsApp to HubSpot
4. Increase Customer Engagement
- Phone messaging channels have a 98%
open rate. (EZ Texting)
- Text is 2.5x more preferred than email for
urgent messages. (Twilio)
E.g. Customer support, account change
notifications, appointment confirmation,
billing reminders, etc.

20. | Integrating WhatsApp with HubSpot
Benefits of Connecting WhatsApp to HubSpot
4. Increase Customer Engagement
With WhatsApp Business API, you can add
CTA buttons to your messages.
You can encourage customers to:
- Call your business
- Visit your website
- Download an ebook
- Respond to your message

21. Tailored Messages with CTAs

22. | Integrating WhatsApp with HubSpot
Benefits of Connecting WhatsApp to HubSpot
5. Automate Internal Tasks and
Reminders
Set up HubSpot workflows to
initiate internal processes,
based on WhatsApp messages
from contacts
Can be used by sales teams in
- SaaS firms
- Real estate firms

23. | Integrating WhatsApp with HubSpot
Benefits of Connecting WhatsApp to HubSpot
6. Create Support Tickets from
WhatsApp
Automatically create support tickets for
any customer issues raised on WhatsApp,
based on custom trigger phrases
Can be used by:
- Logistics - “not delivered”
- Service companies - “not working”
- Ecom - “return <product>”`1

24. HubSpot + WhatsApp
Integration Case Study

25. | Integrating WhatsApp with HubSpot
Achieving Sales Goals Easily
For a university in Mexico:
- Leads being nurtured via emails were not responding and
eventually dropping out of the funnel
- Leads being nurtured successfully on WhatsApp were not being
tracked on HubSpot
With HubSpot + WhatsApp:
- WhatsApp conversations efficiently tracked in HubSpot
- 3X increase in lead conversion rates
- Sales teams can manage WhatsApp conversations w/o physically
using the phone or web WhatsApp

26. | Integrating WhatsApp with HubSpot
Seamless Sales and Support Conversations
For an insurance firm in the Caribbean:
- Sales and support teams were using personal WhatsApp numbers to
speak to prospects and customers, and collect required documents
from customers, during the pandemic
- Difficult to track number of prospect, conversions, and final
customers, as well as documents
With HubSpot + WhatsApp:
- Transparent sales conversations, tracked and logged on HubSpot
- All customers documents stored centrally on HubSpot

27. | Integrating WhatsApp with HubSpot
Reinventing School Enrollments
For a school in Mexico City:
- All new enrollment conversations moved to WhatsApp during the
pandemic
- As number of conversations increased, the COO was unable to
manage and monitor all conversations for quality and effectiveness
With HubSpot + WhatsApp:
- WhatsApp conversations logged in the HubSpot contact timelines,
making it easy to track the customer journey
- Conversations could be monitored within HubSpot, helping ensure
consistency of information and messaging

28. | Integrating WhatsApp with HubSpot
Case Study
Read More:
https://hubs.la/Q01kLd350

29. WhatsApp Offerings by Niswey

30. | Integrating WhatsApp with HubSpot
Our Live Apps - Book a Demo
HubSpot + WhatsApp
Integration
WhatsApp
Automation
Live since: Sept 2019
>400 Installs
Live since: March 2020
Hubspot Certified App

31. | Integrating WhatsApp with HubSpot
Exclusive Preview

32. | Integrating WhatsApp with HubSpot
HW vs HWA vs Whatswey
Features HW HW-A Whatswey (TBA)
Who is it for? Large sales teams (Starter Plan)
Large sales teams who prefer
automations (Pro Plan)
Individual sales service teams (Starter
Plan)
Starting price point $59 per month $99 per month
To be announced; To be the cheapest
WhatsApp + HS integration on market
Bulk Messaging / Automated Messages N/A Yes N/A
Individual dashboard for chats Yes Yes Works on WhatsApp Web
Multiple users on same phone number No Yes (Upto 5 included) Coming Soon
Template sending (with tokens) Yes Yes Yes
Can be used with existing WhatsApp phone
number
Yes Case to Case Yes
Message syncing when agent is offline Yes Yes No
Interactions on HubSpot Contact Timeline Yes Yes Yes

33. Q&A

34. | Integrating WhatsApp with HubSpot
Learn More about Niswey!
Integration products
HubSpot + WhatsApp
WhatsApp Automation
Official Website
niswey.com

35. | Integrating WhatsApp with HubSpot
Join Us for More Updates!