We have a WhatsApp conversation with client in a thread, and we'd like to get it associated with a HubSpot contact. We could do so through the UI, but how can we do the same via the API?
Hello! Conversations API product manager here. It is true that there is not currently an endpoint to set the contact associated with a conversation.
That said, what we really want to invest in here is our own automated contact assignment logic instead of leaning on the developer community to patch it up. It's hard for me to know from this post whether some of the examples of this you are experiencing are 'working as designed' (e.g. there is not currently a contact in HubSpot with a phone number that matches the one on the incoming conversation) or not. This might sound like an obvious research question, but, "why is it important for you to be able to automatically assign a contact to these conversations instead of ask a user to do it manually so that the data quality will be checked by them?"
Hi @AntonRos! Welcome to the Community-- happy to have you here 😊
I understand you are looking for a way to automatically associate WhatsApp clients with HubSpot Contacts through the Conversations API, correct?
I want to provide this similar thread for some context. It appears that this likely is not possible at the moment, but maybe we can confirm with some of our experts. @EricHirsh , @vvadlamani -- do y'all have any confirmation or alternative insight you can provide here? Thanks in advance
Best, Kennedy
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !
Hello! Conversations API product manager here. It is true that there is not currently an endpoint to set the contact associated with a conversation.
That said, what we really want to invest in here is our own automated contact assignment logic instead of leaning on the developer community to patch it up. It's hard for me to know from this post whether some of the examples of this you are experiencing are 'working as designed' (e.g. there is not currently a contact in HubSpot with a phone number that matches the one on the incoming conversation) or not. This might sound like an obvious research question, but, "why is it important for you to be able to automatically assign a contact to these conversations instead of ask a user to do it manually so that the data quality will be checked by them?"
Hi Eric, we use a bot to auto-respond in WhatsApp and upon initial automatic conversation, essentially we want to either pass the lead to human sales, so it appears in the HubSpot sales pipeline, or archive it (there is a significant amount of junk/irrelavant chats that come via WhatsApp).
So if the lead appears as qualified, we want to create a contact for it, based on WhatsApp info (and maybe chat info)