I’m looking to add instant messaging properties to my CRM. The best i can do so far is add a single line text field - perhaps adding these to the socialmedia group.
I’m wandering what the best practice is - i’d like to be able to click on links and open messaging apps - say in the mobile phone app in particular - perhaps by using telegram.me links or the equivalenet - this all seems a bit fragile.
Hi @fortyfoxes,
Single-line text properties are your best option here. HubSpot will recognize links and should open them in a new tab when you click.
For easy access, you can customize your contact record sidebar (the one on the left of the contact timeline). Customize records
Creating these links automatically from an existing phone number doesn’t seem to be possible. For Telegram, this would be technically possible but Telegram apparently locked this down to prevent fraud.
For WhatsApp this seems to be a different story: “WhatsApp’s click to chat feature allows you to begin a chat with someone without having their phone number saved in your phone’s address book. As long as you know this person’s phone number and they have an active WhatsApp account, you can create a link that will allow you to start a chat with them.”
That means that you could create these links directly in your import file (by concatenating the link string with the phone number in a separate column for your custom single-line text property). Or you could use HubSpot’s Zapier integration, send HubSpot contacts into a Google Sheets, assemble the link there, and send the contacts back into HubSpot.
All of this would also be possible with Operations Hub Professional and custom code in workflows. You would concatenate/assemble the link right within the workflow.
Best regards!
I want to receive my live chat messages on my Android just like I see any messages. It used to do this but now it doesn’t and the only way I know of a message is to check in the app. The problem with that is I am not live chatting and I am loosing potential clients.
Hey @fortyfoxes,
Adding instant messaging properties to your CRM can help you engage better with your customers and generate more leads.
Having a single line text field to capture messaging app information could be a way to go about it. However, if you are looking to add Telegram messaging capabilities to the CRM, you might want to check out NisWire: HubSpot Marketplace
The is a HubSpot App Marketplace integration that brings together HUbSpot and Telegram, and basically allows you to send 1:1 Telegram messages to your contacts, right from within the HubSpot CRM. It opens up a chat window right in HubSpot, and you send text, image or multimedia messages to your contacts, that they receive on Telegram. And that, I believe, would solve your key requirement in a much more straightforward manner.
Besides, sending 1:1 Telegram messages from HubSpot, you can also use NisWire to:
- Enroll contact lists into HubSpot workflows and send Telegram messages - text and multimedia - in bulk, to you entire list
- Automate sending templated Telegram messages to your contacts, based on certain actions
- Send reminders, new content, offers etc to Telegram contacts, based on different HubSpot contact properties
- Send messages to Telegram channels or bot messages
- Track and view all your Telegram messages with your contacts in HubSpot, on the contact timeline.
- Every member in your marketing, sales, or customer service team will have the full context of every Telegram conversation with a contact, by viewing the contact timeline
Overall, NisWire can help you integrate the Telegram instant messaging channel and improve you teams’ engagement with leads and customers.
It would be very desirable that popular messengers such as Telegram, Viber were integrated into Hubspot as Facebook, we are waiting for such integration.