WhatsApp API integration for HubSpot and Zoho CRM
Send order updates, reminders and follow-ups from your CRM, and log every WhatsApp reply on the right contact.
Start a free trial Chat on WhatsAppTwo ways to connect your CRM
1. Direct, with the API and webhooks
Your CRM workflow or custom code calls Wetarseel’s REST API with your API key, and a small endpoint receives our webhooks. Best when you have a developer.
2. Through an automation tool
Use n8n or any tool that can send and receive webhooks to sit between your CRM and Wetarseel. See our n8n guide. Best when you want less code.
Wetarseel does not ship a one-click HubSpot or Zoho app. The REST API and webhooks work with any CRM that can make HTTP requests, including HubSpot, Zoho CRM and Salesforce. See the full API and webhook reference.
What you can automate
Send templates from CRM events
When a deal changes stage, a form is submitted or a payment is due, call POST /send-message with an approved template and the contact’s details.
Send invoices and files
Use POST /send-message-with-file to send a PDF invoice or an image with a Meta-approved template.
Push leads into Wetarseel
Use POST /add-lead to create or update a contact from website forms or CRM records, with tags, lists and custom metadata.
Log replies in the CRM
The message received webhook fires for every incoming text, media or button response so you can update the contact and create a task.
Sync leads both ways
The lead added and lead updated webhooks tell your CRM when a lead is captured or changed in Wetarseel.
Catch failed messages
The message failed webhook flags undelivered messages so you can follow up another way. An order received webhook covers WhatsApp catalog orders.
How the flow works
A CRM event triggers a workflow
For example, a new HubSpot deal stage or a Zoho CRM record update.
The workflow calls Wetarseel
A webhook, custom code action or automation step sends a POST request with your API key and the template details.
The customer gets the WhatsApp message
Wetarseel delivers it through the official WhatsApp Business API.
Replies flow back to the CRM
Wetarseel posts a webhook to your endpoint or automation tool, which updates the contact, adds a note or creates a task.
Example: send a template from your CRM
This is the request your CRM workflow or code sends. Use the phone number with the country code and no plus sign, and the exact name of a Meta-approved template.
curl -X POST https://app.wetarseel.ai/api/v1/send-message \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{ "to": "971501234567", "template_name": "welcome_message", "parameters": ["John Doe"] }'The parameters array fills your template variables in order, for example the customer name and invoice number. Get your API key from your Wetarseel account.
Connecting HubSpot
- Prepare templates. Create and get approval for the templates you need. See our free template examples.
- Add an outbound action. In a HubSpot workflow, use a webhook or custom code action to POST to Wetarseel’s /send-message endpoint. Webhook and custom code actions depend on your HubSpot plan, so check what yours includes.
- Handle inbound events. Point a Wetarseel webhook at a small endpoint or an automation tool. It finds the HubSpot contact by phone number and creates or updates the record, adds a note or creates a task.
- Test with one contact before you switch the workflow on for everyone.
Connecting Zoho CRM
- Prepare templates and note the exact template names.
- Add an outbound action. In a Zoho CRM workflow rule, use a webhook or a custom function to call Wetarseel’s /send-message endpoint with your API key.
- Handle inbound events. Receive Wetarseel webhooks through Zoho Flow, an automation tool or your own endpoint, then update the matching lead or contact and log the activity.
- Test with a sample record before going live.
Which Wetarseel event does what
| Wetarseel webhook | When it fires | Typical CRM action |
|---|---|---|
| Message received | A customer sends a text, media or button reply | Log the message, update the contact, create a task for the owner |
| Lead added | A lead is captured or imported | Create the lead or contact in the CRM |
| Lead updated | A lead’s details change | Update the matching CRM record |
| Order received | A WhatsApp catalog order or checkout completes | Create a deal or order record |
| Message failed | An outbound message fails delivery or validation | Flag the record and follow up another way |
Before you go live
- Get opt-in. Only message people who agreed to hear from you on WhatsApp. Read our opt-in rules.
- Use approved templates. Free-form text works only inside the 24-hour window after a customer messages you.
- Match phone numbers. Store numbers with the country code so the same format works in the CRM and in API calls.
- Keep your API key secret. Store it in your CRM’s secure settings, not in a shared note.
- Estimate your cost. Meta charges per message. Use our pricing calculator.
Prefer an all-in-one tool?
If you do not already run a CRM, Wetarseel has contacts, tags, a shared inbox and campaigns built in. See the WhatsApp CRM. Or read the general guide to connecting the WhatsApp API with any CRM.
Frequently asked questions
Does Wetarseel have a native HubSpot or Zoho integration?
Not as a one-click app. You connect through our REST API and webhooks, or through an automation tool such as n8n. This works with any CRM that can send and receive HTTP requests.
Do I need a developer?
Some technical skill helps, such as working with REST requests and webhooks. Automation tools reduce the code. Our team can advise on your setup.
Can I send WhatsApp messages automatically when a HubSpot deal stage changes?
Yes. A workflow can call the send-message endpoint with an approved template when the stage changes. Check which workflow actions your HubSpot plan includes.
Can WhatsApp replies appear on the contact in Zoho CRM?
Yes. The message received webhook lets you update the matching record and log the reply, using Zoho Flow, an automation tool or your own endpoint.
How much does it cost?
Wetarseel plans start at $45 a month billed yearly, plus Meta’s per-message charges with no markup. See the pricing page.
Connect your CRM to WhatsApp
Start a free trial, or tell us about your CRM and we will help you plan the integration.
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