HubSpot Native Integration

This integration connects your WhatsApp conversations directly to your CRM. Once set up, your team will see HubSpot contact data inside Polser conversations and keep your CRM updated

Before you start

Make sure you have the following ready:

• A Polser account with admin permissions.

• A HubSpot account with admin or super-admin permissions (needed to install apps and edit contact/lead profiles).

• Your Polser account URL (e.g. yourcompany.polser.io).

1. Configure the integration in Polser

In your Polser account, go to Settings → Integrations and select HubSpot. The setup happens in two parts:

First, connect your HubSpot account

Click Connect HubSpot and sign in with your HubSpot credentials.

HubSpot will ask you to authorize the connection — confirm the permissions to proceed. Once the authorization is complete, click Save.

Back in Polser, the dialog will show a HubSpot connected status and reveal the available settings.

Here you can choose to Sync all messages (sent & received), which sends a copy of every WhatsApp message to HubSpot, so your CRM has the full conversation history.

WhatsApp phone number to sync — choose which HubSpot field contains the contact's WhatsApp number. This tells Polser where to look for the correct phone number to match conversations. Pick the HubSpot field that is most likely to hold a valid WhatsApp number for your contacts (e.g. Phone number, Mobile phone number, or a custom field your team uses).

Additional fields to sync — select any other HubSpot fields you'd like Polser to import. These will appear in the Enhanced User Profile panel inside each conversation, giving your agents instant context without leaving Polser.

You you can also decide if you want to start chats withusers when new contacts are added to HubSpot.

Start new chat with new contacts — when a new contact is created in HubSpot, Polser can automatically open a WhatsApp conversation with them. If you enable this, select the phone number to send from and the template to use as the first message.

Toggle on the options that match your workflow, then click Save. You can always come back here to adjust these settings later.

2. Install the Polser app in HubSpot

Now switch to HubSpot. Navigate to the HubSpot App Marketplace and search for Polser. Click Install and follow the prompts to authorize the connection.

HubSpot will ask you to confirm the permissions the app needs — these are required for the integration to read and write contact data on your behalf.

3. Enter your Polser account URL

Once the app is installed, open its settings within HubSpot. You'll find a field to enter your Polser account URL (e.g. yourcompany.polser.io). This tells the app which Polser workspace to connect to.

Paste your URL, click Save, and wait for the confirmation that the connection is active.

4. Add the Polser card to contact and lead profiles

To see WhatsApp conversation data directly inside HubSpot, an admin needs to add the Polser card to the relevant record layouts.

In HubSpot, go to Settings → Objects → Contacts, then select Record Customization. Find the Polser card in the available cards and drag it into your preferred position in the contact profile layout.

If your team also works with Leads, repeat the same process under Settings → Objects → Leads.