Get This Case Study
Industry
IT Services/ Cloud Solution
Company Size
200-500 Employees
Region
India
Solution/Product
HubSpot CRM + WhatsApp Business API
An IT Firm Gained 100% Conversation Visibility with HubSpot–WhatsApp Integration
The client is an IT solutions and cloud services provider serving mid-market and enterprise customers. Its teams handled a high volume of customer conversations across consulting, support, and service workflows, but WhatsApp communication was happening outside HubSpot.
They needed a connected setup where every WhatsApp conversation could be captured, tracked, and managed inside HubSpot CRM, helping teams respond faster, reduce manual follow-ups, and maintain complete customer communication visibility.
In this case study, you’ll learn how we:
- Integrated HubSpot CRM with WhatsApp using Meta Business API
- Configured WhatsApp Business Account for structured customer messaging
- Enabled two-way WhatsApp conversation sync inside HubSpot
- Created compliant WhatsApp templates for consistent outreach
- Centralized customer conversations for better team visibility
