Overview
WhatsApp and HubSpot contacts are linked automatically through the unique phone number in the HubSpot phone field. After integrating HubSpot with the Eazybe WhatsApp extension, you can view and manage your HubSpot contacts directly through the WhatsApp interface.Contacts are matched using the phone number as the unique identifier. Ensure your HubSpot contacts have accurate phone numbers to enable automatic linking.
Video Tutorial
Watch our step-by-step video guide to understand how contacts are linked:How Contact Linking Works
Automatic Linking
When you integrate HubSpot with Eazybe, the system automatically links contacts based on their phone numbers:Phone Number Matching
The Eazybe extension scans the WhatsApp contact’s phone number and matches it with the phone field in your HubSpot contacts.
Contact Display
Once matched, the HubSpot contact information becomes visible within the WhatsApp extension interface.
Additional Options
Beyond automatic linking, Eazybe provides additional ways to manage your contacts:Create New Contacts
Create new HubSpot contacts directly from WhatsApp conversations when chatting with someone not yet in your CRM.
Link Existing Contacts
Manually link existing HubSpot contacts to WhatsApp phone numbers if they weren’t matched automatically.
Best Practices
Use Consistent Phone Formats
Use Consistent Phone Formats
Ensure phone numbers in HubSpot include the country code (e.g., +1 for US, +91 for India) to match WhatsApp’s format.
Keep Contacts Updated
Keep Contacts Updated
Regularly update phone numbers in HubSpot to maintain accurate linking with WhatsApp contacts.
Verify New Contacts
Verify New Contacts
When creating contacts from WhatsApp, verify the information before saving to maintain data quality in HubSpot.
Related Guides
Prerequisites
Review the requirements for HubSpot integration.
Create & Customize Contacts
Learn how to create and customize HubSpot contacts.
Need Help?
Contact Support
If you have any questions or need further assistance, reach out to us at [email protected]. We’re happy to help!