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How an IT Services Firm Cut Manual Conversation Tracking by 50%

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Client Overview

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 
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https://360degreecloud.com/wp-content/uploads/2026/05/How-a-Packaging-Company-Centralized.pdf

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