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HubSpot + WhatsApp Integration Setup Guide

This guide walks through installing and configuring the LetsBot app inside HubSpot, step by step, until your first automated WhatsApp message fires from your CRM events.

Setup takes about five minutes and requires no code. This page is public and needs no sign-in.

1. Before you start

  • A LetsBot account. You can start with a 14-day free trial, no credit card required.
  • A WhatsApp Business number connected inside LetsBot, since messages are sent through the official WhatsApp Business API.
  • A HubSpot account where you have permission to install apps (an account admin).
  • Valid international-format phone numbers on your HubSpot contacts, so the app can resolve the recipient.

2. Install the app and connect HubSpot

The connection is made through HubSpot OAuth. You are never asked to copy or paste an API key.

1 Sign in to the LetsBot panel. letsbot.net/login
2 Open the Integrations section, then choose HubSpot.
3 Click the Connect HubSpot button. You are taken to the HubSpot OAuth authorization screen.
4 Pick the account you want to connect, then review the permissions and approve them.
5 You are returned automatically to the LetsBot panel with the connection complete, and the core triggers are already switched on and ready to customize.
Start connecting now

3. Permissions requested, and why

The app requests only the permissions its features actually need. This is the complete list:

Scope Why it is needed
crm.objects.contacts.read Read contact properties (name, phone, email) to resolve the recipient and fill the message variables.
crm.objects.contacts.write Create a contact when a WhatsApp message arrives from an unknown number, and log replies as notes on the contact timeline.
crm.objects.deals.read Read deal properties (name, stage, amount, close date) and the associated contact, to power the deal triggers.
tickets Read ticket properties (subject, content) and the associated contact, to power the ticket trigger.
The app never modifies your deals or tickets and never deletes any record. The only writes it performs are creating a contact when a message arrives from an unknown number, and adding a conversation note to that contact timeline.

4. Choose a trigger event

Each event is independent: you enable only what you need and can switch the rest off at any time. No message is ever sent for an event you did not enable yourself.

Event HubSpot subscription type What happens
Contact created contact.creation Sends a welcome message the moment a new contact is added in HubSpot.
Contact lifecycle stage changed contact.propertyChange Sends a message when the contact moves to a new lifecycle stage (for example, Marketing Qualified Lead).
Deal created deal.creation Messages the contact associated with the deal as soon as it is created.
Deal stage changed deal.propertyChange Sends an update when the deal moves to another stage in your pipeline.
Ticket created ticket.creation Notifies the customer on WhatsApp that their ticket was received and is being handled.

5. Write the message or pick a template

For each event you can write a quick text message, or choose a rich WhatsApp template that supports buttons, lists and media. HubSpot data is inserted into the message through these variables:

Variable Value
{CONTACT_FIRSTNAME} Contact first name
{DEAL_NAME} Deal name
{DEAL_STAGE} Deal stage
{DEAL_AMOUNT} Deal amount
{TICKET_SUBJECT} Ticket subject
{TICKET_CONTENT} Ticket content

Messages support both Arabic and English. If the contact language is set in LetsBot the matching version is sent, otherwise the English version is used by default.

6. Activate and test

1 Turn on the toggle next to the event you configured, then save.
2 In HubSpot, create a real record of that type — for example a new contact — using your own phone number.
3 A WhatsApp message reaches you within seconds. You can follow the delivery status from the message log inside LetsBot.

7. Replies logged back into HubSpot

When a customer replies on WhatsApp, LetsBot logs the reply as a note on the contact timeline in HubSpot, so the full conversation context stays on the customer record. If the reply comes from a number you do not have, a contact is created automatically and the note is logged against it.

8. Troubleshooting

The message did not arrive

  • Check that the event toggle is switched on and saved.
  • Check that the HubSpot contact carries a valid international-format phone number; without it the recipient cannot be resolved.
  • Check that your WhatsApp Business number is connected and shows as online inside LetsBot.

Deal or ticket triggers are not firing

Deal and ticket triggers rely on an associated contact, because the message is sent to a person rather than to a record. Associate the deal or ticket with a contact that has a phone number, then try again.

The connection dropped

This happens if the app was uninstalled from within HubSpot or the authorization was revoked. Reconnect from the LetsBot panel by clicking Connect HubSpot again.

9. Disconnect and uninstall

You can disconnect at any time from the LetsBot panel using the disconnect button, or by removing the app from the connected apps settings in your HubSpot account. As soon as it is disconnected all automated messages stop immediately and the app retains no access to your data.

10. Data and privacy

All data is transmitted over an encrypted connection and access tokens are stored encrypted. LetsBot reads from HubSpot only the fields required to personalize the message and resolve the recipient, and your data is never shared with any third party.

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Need help setting up? Our support team is available in Arabic and English and will help you finish the connection and send your first message.

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