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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 

35% Faster Deal Progression with Salesforce Sales Enablement Integration

The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. To create a unified sales workspace in Salesforce, they needed guidance to live where sellers work every day, with stage-by-stage coaching on Opportunities and simple setup for admins. 

In this case study, you’ll learn how we: 

  • Delivered a Salesforce Sales Cloud sales enablement integration with real-time data sync  
  • Built a managed package with configuration, schema, automations, reports, and dashboards  
  • Created Salesforce LWC embedded sales tool development to show Opportunity sub-stages and manage settings  
  • Supported Salesforce CRM content management integration for cleaner content and sales guidance access  
  • Standardized data models and permissions to keep records clean and secure 

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