HubSpot runs the sales operation for thousands of growing firms. WhatsApp, meanwhile, is where the actual customers are. Joining the two has always been the awkward bit — reps copying chat histories into contact records by hand, deal stages going stale because nobody logged the call. Put Susan between them and the WhatsApp inbox feeds the pipeline by itself.
Frequently Asked Questions (FAQ)
Do I need some pricey HubSpot tier for this?
No. Starter, Professional, Enterprise, even the free CRM — all fine.
Can my reps still message people themselves?
Of course. They text from the contact record whenever they want; Susan just covers the background 24/7 so nothing waits.
What about our custom fields?
They sync. Service Type, Postcode, Estimated Deal Value — whatever you've added to HubSpot gets filled in from the chat answers.