HubSpot

The HubSpot integration connects your HubSpot CRM with WhatsApp, so you can see and update your contacts, deals, companies and tasks without leaving your chats.

What you can do

Link chats to CRM records: Link a chat to a HubSpot contact, deal or company. Volt suggests contacts whose phone number matches the chat, so linking usually takes one click.
See CRM details at a glance: Open the chat’s contact info and go to the Apps tab, next to About. HubSpot shows the linked record’s details: name, email, phone numbers, job title, company, lifecycle stage, lead status, associated deals and last activity. One click opens the record in HubSpot.
Create and edit records: Search, create, edit, relink or unlink contacts, deals and companies from the chat.
Share conversations with HubSpot: Turn on sharing for a linked chat and Volt adds an AI-generated summary note to the HubSpot record once a day.
Manage your HubSpot tasks: See, create, complete and reassign your HubSpot tasks from WhatsApp.

Linking chats

A chat has one linked CRM record. Links are shared with your workspace: when you link a chat, your whole team sees the same record. Each HubSpot contact can be linked to only one chat, but the same company or deal can be linked to several chats, for example several groups with the same client. You can relink a chat to a different record or unlink it at any time.

When sharing is on, Volt posts a summary note to the linked HubSpot record once a day, covering the new messages since the last summary. If there is nothing worth adding to the CRM, no note is posted that day. The chat header shows whether the chat is being shared with HubSpot.

Individual chats belong to the member who linked and shared them.
Group chats belong to the workspace: any member can start or stop sharing, and the whole team shares one summary stream for the group.
Summary language: Workspace owners and admins choose the language of the summaries in the web app, under Settings → General → Chat summaries: English, Spanish or Portuguese (Brazil). The change applies to new summaries only.

The Volt card in HubSpot

Add the Volt card to Contact, Deal and Company records from HubSpot’s card library. It shows whether the chat is being shared and lets you open the shared conversation from HubSpot.

HubSpot tasks

Your HubSpot tasks show up in WhatsApp:

Sidebar: Open Apps → Tasks (with the HubSpot badge) to see every task assigned to you, with Open and Closed tabs and due dates. From here you can create, edit, reassign and complete tasks. When you complete a task, you can undo it.
In a chat: Open Apps on this chat to see the chat’s HubSpot tasks and how many are open. These are the tasks linked to the chat, plus the tasks associated in HubSpot with the chat’s contact, company or deal. Use + to create a task already linked to the chat.
From a message: Open a message’s menu and choose Create HubSpot task. Select the messages that give context, and Volt drafts the title, notes and due date for you to review and save. New tasks are due the next morning at 9:00 by default.
Editing a task shows its associated chats. Click one to open it.

Getting started

Head to Setup Instructions to connect HubSpot to Volt.