HubSpot integration
Your WhatsApp leads, in HubSpot too
WhatsApp leads become HubSpot contacts, matched by phone then email; owner, lifecycle stage, name and email sync the way you choose.
Basic and upMatched by phone, then emailOne way or both ways
What it does
What you get with HubSpot
Drawn with the dashboard’s own pieces, with sample data.
Contacts, never twice
Each lead links to the HubSpot contact with its number, else its email; only then is one created.
Swati Ghosh · new leadWhatsApp- 1WhatsApp numberIn Phone number or Mobile phone numberMatch
- 2EmailOnly if no number matchesNot needed
- 3New contactOnly if neither matchesNot needed
Linked to the HubSpot contact Swati GhoshOwner and stage come back
Owner, lifecycle stage, name and email: each field both ways, one way or off.
Field mappingHubSpot- NameFirst name, Last nameBoth ways
- EmailEmailBoth ways
- OwnerContact ownerBoth ways
- StageLifecycle stageHubSpot → Fliok
- WhatsApp opt-inWhatsApp opt-in (Fliok)Fliok → HubSpot
The chat on the timeline
Optional: one WhatsApp entry per lead per day, plus payments and store orders as notes.
Swati Ghosh · HubSpotTimeline- WhatsApp conversation, 6 Oct 20266 messages, logged by Fliok · 10:45
- Payment received: ₹5,000via Razorpay, logged by Fliok · 11:20
- Store order #1042paid, logged by Fliok · 11:24
A deal for each lead
Optional: a deal in the pipeline you pick; its stage, amount and owner follow the lead.
Deal · Swati GhoshOpen- Pipeline
- Sales Pipeline
- Deal stage
- Qualified to buy
- Amount
- ₹45,000
- Deal owner
- Riya Sen
Stage, amount and owner follow the Fliok leadWhatsApp on the contact
The Fliok card shows the opt-in and latest messages; workflow templates send from HubSpot.
WhatsApp (Fliok)On the contactWhatsApp opt-inOpted inLast message 6 Oct, 10:45
Customer · 6 Oct, 10:45Own use. This Sunday if possibleYou · 6 Oct, 10:44Is this for your own use, and when would you like to visit?Open chat in Fliok
Setup
Connect HubSpot in 3 steps
- 1In Fliok
Open Integrations
Settings → Integrations → HubSpot. An admin connects it.
- 2In HubSpot
Connect with HubSpot
Sign in, pick your HubSpot account and approve access; deals and workflows are optional.
- 3In Fliok
Choose what syncs
Directions per field, timeline logging, deals, and sending your existing leads.
Good to know
- HubSpot contacts are not imported into Fliok as leads; a contact links when its number matches a lead.
- Timeline entries are text: photos and files are named, not copied.
- The workflow action needs a HubSpot account with workflows, and sends approved templates only.
- Customers who opted out are never messaged, whichever tool asks; your plan’s limits apply.
- A HubSpot account connects to one Fliok workspace.
Will it create duplicate contacts?
No. Fliok looks for the WhatsApp number in the phone and mobile phone fields first, then the email, and links the contact it finds. It creates a contact only when neither matches.
Is the sync two-way?
For name, email, owner and stage you choose: both ways, one way, or off. The WhatsApp opt-in, stage name, source and last message go from Fliok to HubSpot.
How do I connect HubSpot?
An admin opens Settings → Integrations → HubSpot, presses Connect HubSpot and approves access in HubSpot. Deals and the workflow action are optional permissions you can allow there. “Send existing leads” then sends the leads you already have.
Does Fliok AI see HubSpot?
Yes, as internal context: when it answers a customer, Fliok AI knows their HubSpot owner, lifecycle stage and deal, so an existing customer is treated as one. It never mentions HubSpot, a deal or its amount to the customer. The Zusta AI Assistant can read the same record, and how the sync is going, when you ask it.
Which plan do I need?
Basic or above: HubSpot is part of Automation & CRM.
What happens if I disconnect?
Leads stop syncing both ways and Fliok’s access is revoked. Leads in Fliok and contacts in HubSpot stay where they are; the card and the workflow action stop answering.
Connect HubSpot to WhatsApp
Start on the Free plan, then connect HubSpot on Basic or higher.
Free forever plan · Keep your WhatsApp app