Summary
This guide walks you through integrating Wati with HubSpot to keep your contacts, properties, and lead ownership perfectly in sync. With our latest updates, you can enjoy fully automated, real-time, two-way contact sync and advanced lead routing, so your team can work efficiently without switching between platforms.
Instructions
What's new?
We’ve made significant improvements to the Wati - HubSpot integration:
Fully automated, bidirectional contact sync – Updates to contacts and their properties are synced both ways. New contacts created in either Wati or HubSpot are automatically imported into the other system, ensuring data consistency.
Advanced lead routing with automated owner assignment – Contact ownership is automatically synced between Wati and HubSpot. If a new contact is created in Wati, the assigned owner will also be reflected in HubSpot (and vice versa).
Why integrate Wati with HubSpot?
Real-time contact sync – Keep all contact details and attributes updated automatically between Wati and HubSpot. This enables you to:
Use chatbots or automations to qualify leads and collect more information.
Reduce context switching for your team by allowing them to edit properties directly in Wati.
Consistent lead ownership – Maintain the same contact owner across both platforms. When a contact is assigned to someone in HubSpot, they’ll own the conversation in Wati, too.
How to set up the integration
Follow these steps to connect Wati and HubSpot:
Step 1. Start the integration setup
In your Wati account, go to Integrations.
Click on the HubSpot card.
In the pop-up, select Add more accounts.
You can connect multiple HubSpot accounts. Each setup is separate to allow independent sync and routing.
Choose one account as the default to ensure new contacts in Wati sync correctly.
Step 2. Connect to HubSpot
Click Install to open the HubSpot login page.
Log in (if prompted).
Select the HubSpot account you want to connect and click Choose Account.
Review the permissions required for the integration.
Click Connect App.
You’ll return to the Wati HubSpot integration page - click Continue to proceed.
Step 3. Select contact properties to sync
If you have multiple HubSpot accounts, choose the one you want from the dropdown.
Core properties like Email, First Name, Last Name, and Company Name are pre-selected and cannot be removed.
Select any additional properties you want to sync.
For custom properties, create a webhook subscription.
Set the event to Property changed.
Select the custom properties you want to trigger updates in Wati.
Click Refresh Data to load any new contact properties.
Click Continue to next step.
Step 4. Map properties
Match HubSpot properties with existing Wati attributes.
If there’s no match, leave it unselected - Wati will create a new attribute with the property name.
Contact Owner will always map to
contact_ownerand cannot be changed.Click Continue.
Step 5. Set up lead routing
Wati automatically pulls HubSpot users and maps them to Wati users by email.
For any unmapped users, manually select the corresponding Wati user.
Choose a default Wati user for contacts without a mapped owner.
Note: Choosing the default user is a mandatory step, please make sure you select a default user before proceeding to the next step.
How the auto-assign new incoming chats to the lead owners in Wati
Step 1: Use the Assign Team node in your chatbot
In your chatbot flow, use the Assign Team node. If you select Round Robin, you will see an option called Direct lead to the contact owner.
Note: Direct lead to the contact owner feature is available in Wati's Business plan.
If a contact owner is already assigned to that contact, the chat will be automatically assigned to that agent.
If there is no contact owner, the system will follow the standard Round Robin logic.
Step 2: Automatically reassign when the contact owner changes
If you want the chat to move to a new agent when the contact owner changes, you can use a rule.
Create a rule with the trigger: An attribute value is changed for a contact
Then configure it as follows:
Under the trigger condition, select the attribute contact_owner.
In the action section, choose the chatbot that contains the Assign Team node (with Round Robin and “Direct lead to the contact owner” enabled).
What happens next?
When the contact_owner attribute is updated:
The rule is triggered automatically.
The chatbot runs.
The Assign Team node assigns the chat to the new contact owner.
This ensures the conversation is always handled by the correct agent.
Important notes
When using the rule to auto-assign new incoming messages to the contact owners, keep these points in mind:
The contact must already exist in Wati.
The chat must be active (within the 24-hour WhatsApp chat window).
Once everything is set up, the reassignment will happen automatically whenever the contact owner changes.
Step 6. Enable automatic data sync
Toggle on Automatic Data Sync for real-time, two-way syncing of contacts and lead ownership.
Step 7. (Optional) Import existing HubSpot contacts
Choose to import all contacts or only recent ones.
Select the contact properties you mapped in steps 3–4.
Click Sync Now.
Click Save & Finish Setup.
What happens after setup
Once integrated:
Any new contact or property update in either platform syncs in real time.
You can use Wati chatbots to collect information, update attributes, and sync changes to HubSpot.
Changing a contact’s owner in Wati will update the owner in HubSpot automatically.
You now have a fully automated, reliable integration between Wati and HubSpot - saving your team time and keeping your data consistent.
Frequently Asked Questions (FAQs)
Integration overview
1. What does the Wati–HubSpot integration do?
The Wati–HubSpot integration keeps contacts, properties, and lead ownership synchronized between both platforms using automated, real-time, two-way syncing.
2. What improvements are included in the latest Wati–HubSpot integration update?
The latest update includes fully automated bidirectional contact sync and advanced lead routing with automated owner assignment. Contact updates and new contacts created in either Wati or HubSpot are synced both ways, and contact ownership is automatically reflected in both systems.
3. Why should I integrate Wati with HubSpot?
Integrating Wati with HubSpot ensures real-time contact sync, allows teams to edit contact properties directly in Wati, supports chatbot-based lead qualification, and maintains consistent lead ownership across both platforms.
Integration setup
4. How do I connect Wati to a HubSpot account?
In your Wati account, go to Integrations, click the HubSpot card, and select Add more accounts.
Click Install, log in to HubSpot if prompted, choose the HubSpot account, review the required permissions, click Connect App, and then click Continue on the Wati integration page.
5. Can I connect multiple HubSpot accounts?
Yes. You can connect multiple HubSpot accounts. Each setup is separate to allow independent sync and routing. One account must be selected as the default to ensure new contacts in Wati sync correctly.
6. Which contact properties are synced, and can I add custom properties?
Core properties such as Email, First Name, Last Name, and Company Name are pre-selected and cannot be removed. You can select additional properties to sync.
For custom properties, create a webhook subscription with the event set to Property changed, select the relevant custom properties, and click Refresh Data to load new properties.
7. How does property mapping work during setup?
You match HubSpot properties with existing Wati attributes. If no matching attribute exists, Wati creates a new attribute using the HubSpot property name. The Contact Owner field always maps to the contact_owner attribute and cannot be changed.
8. How is lead routing configured?
Wati automatically pulls HubSpot users and maps them to Wati users by email. Any unmapped users must be assigned manually. You must also select a default Wati user for contacts without a mapped owner before proceeding.
9. How do I enable automatic real-time syncing?
Turn on the Automatic Data Sync toggle to enable real-time, two-way syncing of contacts and lead ownership.
10. Can I import existing HubSpot contacts after setup?
Yes. You can choose to import all contacts or only recent contacts, select the mapped properties, click Sync Now, and then click Save & Finish Setup.
Lead routing and chat assignment
11. How do I automatically assign or reassign chats to the contact owner in Wati?
In your chatbot flow, use the Assign Team node. If you select Round Robin, enable Direct lead to the contact owner.
If a contact owner is assigned, the chat is routed to that agent. If there is no owner, the system follows standard Round Robin logic.
To automatically reassign chats when the
contact_ownerattribute changes, create a rule with the trigger An attribute value is changed for a contact, selectcontact_owneras the condition, and choose the chatbot that contains the Assign Team node.
The contact must already exist in Wati, and the chat must be active within the 24-hour WhatsApp chat window for reassignment to work.