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WhatsApp-HubSpot CRM Integration Enhancement Project
  1. case
  2. WhatsApp-HubSpot CRM Integration Enhancement Project

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WhatsApp-HubSpot CRM Integration Enhancement Project

axelerant.com
Business services

Challenges

The client faced challenges in simplifying WhatsApp customer data management, reducing manual CRM tasks, and ensuring seamless data synchronization between WhatsApp conversations and HubSpot. The existing integration required complex development to handle disparate systems and data formats, leading to potential data inconsistencies and administrative overhead.

About the Client

Provides customized WhatsApp solutions for businesses to improve sales efficiency and customer interactions. Offers a Chrome extension and web application integrating HubSpot functionality.

Objectives

  • Streamline WhatsApp customer data management within HubSpot.
  • Reduce manual CRM tasks associated with WhatsApp interactions.
  • Improve data retention and backup capabilities for WhatsApp conversations.
  • Enhance sales team efficiency by enabling them to manage customer data and tasks directly within WhatsApp.
  • Ensure real-time data synchronization between WhatsApp and HubSpot.

Functional Requirements

  • Save WhatsApp conversations to HubSpot.
  • Update contact details in HubSpot from within WhatsApp.
  • Access HubSpot contact information from within WhatsApp.
  • Perform other HubSpot CRM tasks (e.g., logging activities, creating tasks) from within WhatsApp.
  • Real-time data synchronization between WhatsApp and HubSpot.

Preferred Technologies

ReactJS
Python
Flask
AWS Lambda
AWS DynamoDB
Google Chrome Extension
Zappa

Integrations Required

  • HubSpot API

Key Non-Functional Requirements

  • Scalability to handle a growing user base and data volume.
  • High performance and responsiveness.
  • Data security and privacy.
  • Reliable and consistent data synchronization.
  • Cost-efficiency (serverless architecture).

Expected Business Impact

This project is expected to significantly improve sales efficiency, reduce administrative overhead, enhance customer satisfaction, and provide a more streamlined and integrated customer management experience. The ability to manage WhatsApp interactions directly within HubSpot will empower sales teams, improve data accuracy, and reduce the time spent switching between platforms. This will likely lead to increased lead conversion rates and improved customer retention.

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