I've linked our account's inbox to our WhatsApp Business account and am trying to route conversations from the WhatsApp inbox to specific team members, but it doesn't seem to be working. I checked the inbox settings, but the routing options there appear to be for "fallback email" rather than conversations coming through our WhatsApp Business account. Is there a way to set this up automatically? (We know how to do it manually.)
That said, maybe our community members can confirm. Hey @FrancisdeTreble -- can you confirm if it is possible to automatically route WhatsApp conversations in HubSpot like we can with chat and email?
Best,
Kennedy
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I tried setting up a workflow to automatically assign WhatsApp conversations, but unfortunately, HubSpot doesn’t currently provide properties specific to contact creation via WhatsApp Business that would enable this functionality.
However, in platforms like treble.ai you can configure conversation assignment using various rules, including:
That said, maybe our community members can confirm. Hey @FrancisdeTreble -- can you confirm if it is possible to automatically route WhatsApp conversations in HubSpot like we can with chat and email?
Best,
Kennedy
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !
I tried setting up a workflow to automatically assign WhatsApp conversations, but unfortunately, HubSpot doesn’t currently provide properties specific to contact creation via WhatsApp Business that would enable this functionality.
However, in platforms like treble.ai you can configure conversation assignment using various rules, including:
Thank you so much, Kennedy, for getting back to me. I suspected that the routing function doesn't currently work for WhatsApp. It seems setting this up manually is our best option for now.