Integrate HubSpot with WhatsApp for Seamless Communication
How to Use Magical to Transfer Data from HubSpot to WhatsApp
Connect your apps with ease
Transfer Data from HubSpot to WhatsApp: A Step-by-Step Guide
With Magical, you can transfer data from HubSpot to WhatsApp in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from HubSpot to WhatsApp, helping you streamline your communication and optimize your customer engagement processes.
More HubSpot integrations with Magical
What HubSpot data can you transfer
Magical enables you to transfer a wide array of data from HubSpot to WhatsApp. Here are some examples of the information you can extract:
First Name
Account Name
Company
And move more types of information by creating your own custom labels.
How to Transfer data from HubSpot to WhatsApp using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from HubSpot to WhatsApp for more efficient communication. Follow these steps:
Sign in to your HubSpot account and open the contact containing the data you want to transfer, such as contact information and company details.
In HubSpot, label the information you want to transfer with Magical, like Contact Name, Email Address, or Company Details.
Open your WhatsApp and start a new conversation where you want to add the HubSpot data.
Type "//" in the message box and select the information you want to transfer from HubSpot such as Contact Name, Company, etc.
The next time you start a conversation, Magical will automatically transfer all the fields into the message box with one click.
About HubSpot and WhatsApp
Swift and efficient communication is crucial to maintaining customer satisfaction. HubSpot is a powerful customer relationship management (CRM) solution and WhatsApp is a widely used messaging platform. Combining the capabilities of these two platforms can significantly enhance your customer engagement efforts. By leveraging Magical, you can easily move information from HubSpot to WhatsApp, allowing you to focus on engaging with customers and improving customer satisfaction.
Other ways to connect HubSpot and WhatsApp
Using Zapier
Zapier provides a seamless connection between HubSpot and WhatsApp, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time.
New Contact Created in HubSpot -> Send a Welcome Message via WhatsApp
Contact Updated in HubSpot -> Send a Personalized Update Message via WhatsApp
New Deal Closed in HubSpot -> Notify the Sales Team via WhatsApp Group
Customer Support Ticket Closed in HubSpot -> Send Satisfaction Survey via WhatsApp
For comprehensive details on implementing these automations, explore the Zapier integration guide.
Direct/Native Integration between HubSpot and WhatsApp
Currently, there isn't a direct or native integration provided by HubSpot and WhatsApp. Users looking to connect these two platforms must explore third-party tools like Zapier or develop custom solutions through API integration.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
