The customer shares their email
WhatsApp and HubSpot
I'm interested in the course. My email is ana@example.com.
The example uses the supplied email to find the contact before creating a record.
I'm interested in the course. My email is ana@example.com.
- WhatsAppReceive the data
The agent asks the customer for the required information.
- HubSpotFind or create the contact
The Search and Create tools use the supplied email.
- HubSpotLog the activity
Engage logs the inquiry as contact activity.
Result in HubSpot
Ana's contact · course inquiry logged.
Check the contact and activity in the connected CRM before activating.
