Talk to Sales: +91 9555-396-396
For Support: +91 80-1055-1055
Chat ON Desk – HubSpot Integration Process
Integrating Chat ON Desk with HubSpot is one of the most effective ways to streamline communication and enhance customer engagement. By connecting WhatsApp messages from Chat ON Desk to HubSpot CRM, you can ensure that every customer message appears directly in the HubSpot Conversations Inbox. This helps your sales, marketing, and support teams respond quickly, track interactions, and build stronger relationships with customers.
Why Integrate Chat ON Desk with HubSpot?
- Before diving into the process, let’s explore the key benefits of this integration:
- ✅ Centralized Communication: Manage all WhatsApp conversations in one place within HubSpot CRM.
- ✅ Improved Customer Experience: Respond to leads and customers faster with real-time chat visibility.
- ✅ Seamless Team Collaboration: Assign and route conversations to the right team members.
- ✅ Data-Driven Insights: Track customer queries, conversation history, and engagement metrics for smarter decision-making.
Prerequisites
- A HubSpot Account – You should have an active HubSpot account with conversations Inbox access.
- A Chat ON Desk Account – You should have an active subscription with Chat ON Desk.
Step to Step Guide
Process to Enable Chat ON Desk – HubSpot Integration
- Access Integration Section: Log in to your Chat ON Desk account. On the dashboard, find and click the “Integration” option in the left-hand menu. Then, click the “Add” button located at the bottom right of the page.
- Select HubSpot: From the list of available integration options, click on “HubSpot”. This action will open the HubSpot integration page within Chat ON Desk.
- Verify Connection: On the HubSpot integration page, click on the “Verify and continue” button.
- This step will typically redirect you to HubSpot’s authorization page (OAuth flow). Here, you’ll be prompted to select your HubSpot account (if you have multiple) and grant necessary permissions to Chat ON Desk to access your HubSpot data (specifically, to send messages to your inbox).
- Upon successful authorization and verification, you will be redirected back to a new page within Chat ON Desk.
- Select Inbox: On the next page, you’ll see an ‘Inbox Select’ dropdown, populated with a list of inboxes directly from your HubSpot account.
- Save: Once you’ve chosen your desired inbox from the dropdown, click on the “Save” button located at the top right to continue.
Once the integration is successfully enabled, here’s what you can do with a free HubSpot account:
- Customer Messages on WhatsApp: Customer WhatsApp messages sent to your Chat ON Desk number will automatically appear in your HubSpot Conversations Inbox.
- Respond from HubSpot: Your team can reply directly to WhatsApp chats from HubSpot without switching platforms. All conversations will be stored in the contact’s timeline in HubSpot CRM Free.
FAQs
No, the integration works with the free HubSpot CRM plan, but advanced features may require a paid subscription.
Yes, HubSpot allows you to assign chats to individual agents or teams for efficient handling.
Yes, all chat conversations are visible on both desktop and mobile through the HubSpot app.