We are excited to present the WhatsApp Chat View feature within our HubSpot integration. This enhancement enables users to manage WhatsApp communications directly from HubSpot's Contact and Deal records, streamlining interactions and improving efficiency.

Key Features:

Initiate New WhatsApp Conversations: Start WhatsApp chats with contacts directly from HubSpot. Select the contact's phone number and choose the connected WhatsApp account to send messages from.
View and Continue Existing Chats: Access the complete history of WhatsApp conversations in TimelinesAI within HubSpot. Messages sent and received are synchronized in real-time between HubSpot, TimelinesAI, and WhatsApp.
Customizable Chat Interface: Adjust the position of the WhatsApp Chat View in the HubSpot sidebar to suit your workflow preferences. Customize the layout for both Contacts and Deals to ensure seamless access to conversations.
Role-Based Access Control: User permissions for the WhatsApp Chat View are aligned with roles defined in TimelinesAI. Owners, Admins, Teammates, and Agents have varying levels of access, ensuring that team members interact with WhatsApp communications appropriately.

Discover how to get started with the HubSpot Integration – WhatsApp Chat View in our Knowledge Base article.

TimelinesAI changelog

HubSpot Integration – WhatsApp Chat View