WhatsApp // CRM Sync
A manual channel turned into a compliant one.
Two reps were messaging leads by hand, which capped outreach and left conversations invisible to the CRM. We took the client through Meta business verification, moved them onto the WhatsApp Business API through Zendesk, added a connector for campaign sending, and synced every interaction back to HubSpot contact records.
01
Meta business verification completed and templates approved
02
Bulk campaigns replacing one-to-one manual sending
03
Conversations logged against HubSpot records
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