HubSpot, Spoki and WhatsApp integration to completely transform communication and management with your customers.
The integration between HubSpot, a leading customer relationship management (CRM) platform, and Spoki, leads to a revolution in the way companies can manage customer communications and interactions. This powerful synergy combines HubSpot’s many marketing and sales tools with Spoki’s immediacy, personalisation and ability to transform communications with its customers. Let’s look in detail at the operational benefits of this integration.
1. Automation of Communication Processes
- Two-way Data Synchronisation
The integration of HubSpot and Spoki allows a two-way synchronisation of data between the two platforms. This means that every contact or interaction update in HubSpot is automatically reflected in Spoki and vice versa. Using the HubSpot and Spoki APIs, tasks such as updating customer profiles and sending customised messages based on their recent actions or stage in the sales funnel can be automated.
- Customised Workflows
HubSpot’s powerful workflow capabilities can be extended to Spoki to send automated communications based on specific triggers, such as the opening of a marketing email, the completion of a form, or a status change in CRM. This ensures that messages are timely and relevant, maximising the effectiveness of communication and enhancing the customer experience.
2. Dynamic Customer Management
- Advanced Segmentation and Customisation
Using HubSpot data, such as purchase behaviour, interaction history, and personal preferences, companies can use Spoki to send highly personalised messages. The integration allows them to use this information to segment customers and target communications more effectively, improving conversions and customer loyalty.
- Scoring and Lead Qualification
HubSpot allows you to define and automate lead scoring based on several criteria, such as engagement with campaigns, website behaviour, and other key indicators. With the integration of Spoki, you can leverage this data to send specific messages and automated follow-up actions, increasing the likelihood of converting leads into paying customers.
3. Operational Efficiency
- Automatic Response and Ticket Management
Spoki can be configured to automatically respond to customer queries based on information available in HubSpot. This integrated system can also manage support tickets, ensuring that customer queries are promptly directed to the right personnel within the organisation, improving response times and customer support efficiency.
- Improved Analysis and Reporting
With aggregated data from both platforms, companies can gain a more complete and detailed view of campaign performance and customer interactions. Customised dashboards can include key metrics such as response rates, message engagement, conversions, and more, enabling more informed decisions and improved strategic actions.
4. Safety and Compliance
- Secure Data Management
The integration between HubSpot and Spoki ensures that all data exchanged is protected through robust, GDPR-compliant security protocols. Both platforms adopt advanced security measures to protect customer information and ensure compliance with global regulations.
The HubSpot-Spoki integration radically transforms companies’ communication capabilities, leading to greater automation, customisation and effectiveness in customer interactions. Companies of all sizes can benefit from this technological synergy to optimise their marketing and sales operations, thereby improving both internal efficiency and customer satisfaction.
Configuration | Integrating Spoki and WhatsApp with Hubspot
By integrating Spoki with HubSpot you will use WhatsApp in your marketing automation strategy, sending scheduled notifications to your customers.
You can add a Step Webhook anywhere in your HubSpot workflows with a Spoki automation URL (it will be generated by Spoki as a HubSpot Trigger) – giving you great flexibility and ensuring you send the WhatsApp message at the right time.
You can connect Spoki with HubSpot via Action Webhook.
Actions on HubSpot:
- Create a new Workflow or select an existing one;
- Add a new action;
- Select ‘Send a webhook’;
- Set ‘POST’ as Method and enter the link copied previously from Spoki into ‘Webhook URL’;
- Click on ‘Save’.
Start now for free and use the power of Hubspot and Spoki with WhatsApp to your business advantage.
Start now for free and turn every message into a valuable interaction.
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