CRM

MFreitas03
Member

Contacts not associating with whatsapp conversation

SOLVE

Client have an inbox that uses their whatsapp account, but when a conversation initiates with a created contact (whatsapp phone number, phone number and mobile properties filled) the conversation is not being associated to the contact automaticly. Is there any way to fix it? Or are we missing something?

0 Upvotes
1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Contacts not associating with whatsapp conversation

SOLVE

Hello @MFreitas03! Thank you for your question.

 

This may happen in some cases because the number doesn't exactly match the one saved in the contact record, which is why it doesn't associate. Please let me know if this is the case 😊

 

Best regards,

Diana


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2 Replies 2
Sagardewan
Member

Contacts not associating with whatsapp conversation

SOLVE

Hi @MFreitas03 , 

Usually it works pretty smooth to associate a contact with Whatsapp if the number format is added appropriately.

Allow me to introduce Eazybe Chrome Extension(https://eazybe.com) that allows you to Sync Whatsapp conversations with your Hubspot CRM almost seamlessly. This is a 2-way Whatsapp Sync

1. On Whatsapp Web: We display a mini Hubspot view that allows you to update User Contacts, profile, Notes, Tasks, Deals, Call Logs, etc. and it's almost instantly updated on Hubspot. All the Whatsapp conversations with Hubspot Contacts are auto-synced to corresponding Hubspot Contact

2. On Hubspot: All Whatsapp conversations are Synced to corresponding Contacts. Eazybe also allows you to directly go to specific contact inside Whatsapp Web directly from within Hubspot. 

You can Book a call for more info at: https://calendly.com/eazybe/eazybe-demo-call

WhatsApp Image 2023-12-23 at 15.20.09.jpeg64d3be282eb5b451d91b55a9_hubspot (1).jpg64d507cb20304d70194c3ce7_hubspot_sync.jpg 

0 Upvotes
DianaGomez
Solution
Community Manager
Community Manager

Contacts not associating with whatsapp conversation

SOLVE

Hello @MFreitas03! Thank you for your question.

 

This may happen in some cases because the number doesn't exactly match the one saved in the contact record, which is why it doesn't associate. Please let me know if this is the case 😊

 

Best regards,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !