Summary
This guide explains how to automatically log WhatsApp conversations from Wati into HubSpot. Once set up, every conversation appears in the contact’s Activity Timeline with details like conversation start and end times, AI-generated summaries, and action items as tasks. This makes it easier for sales teams and admins to track interactions, review conversations, and follow up directly from HubSpot.
Instructions
How it works
When a WhatsApp conversation ends (either because it’s resolved or the 24-hour messaging window expires), Wati automatically creates a timeline activity in HubSpot under the contact’s Activity tab.
If a conversation is ongoing, the activity log is refreshed every 3 hours with the latest messages or updates.
What gets logged
Each conversation entry includes:
Start time of the conversation
Timestamp of the last message
AI-generated summary of the conversation
Direct link to the conversation in the Wati team inbox
Action items (if detected), which are created as Tasks in the HubSpot contact record
This ensures your team has complete visibility into customer interactions without switching between tools.
Benefits
Full history of WhatsApp conversations directly in HubSpot
AI-generated summaries for faster reviews
Automatic creation of tasks for follow-ups
Better team visibility and improved engagement tracking
Note: This feature is currently in beta and available at no extra cost for Wati Business plan customers in the beta program.
How to set up the integration
Follow these steps to connect Wati with HubSpot and enable conversation logging:
1. Authenticate the integration
If you haven’t already authenticated and installed the Wati-HubSpot integration, complete the integration, specifically step 1 and step 2 mentioned in the integration guide and continue with the next steps mentioned here.
2. Turn on logging options
In Wati’s config settings, go to Log conversation activity (last step in the config settings).
Toggle on/off your preferred options:
Log conversation activity with AI summary
Create action items as tasks
Select Save & Finish Set up to confirm.
3. See the logs in HubSpot
After setup:
Open a contact record in HubSpot and check the Activity tab. You’ll see logged WhatsApp conversations with summaries.
If action items were detected, they’ll appear as Tasks in the Tasks tab of the record, with references in the Activity tab.
Note: Only conversations that happen after you enable this feature will be logged. Past conversations won’t appear in HubSpot.
Frequently Asked Questions (FAQs)
General questions
1. What does the Wati-HubSpot conversation logging feature do?
It automatically logs WhatsApp conversations from Wati into HubSpot. Each conversation appears in the contact’s Activity Timeline with details such as start and end times, AI-generated summaries, and any detected action items.
2. Who can access this feature?
This feature is currently in beta and available at no extra cost for Wati Business plan customers who are part of the beta program.
How it works
3. When are WhatsApp conversations logged into HubSpot?
A conversation is logged when it ends, either because it’s resolved or when the 24-hour messaging window expires. If a conversation is still ongoing, the log is refreshed every 3 hours with the latest updates.
4. What details are included in each logged conversation?
Logged conversations include:
Conversation start time
Timestamp of the last message
AI-generated summary
Direct link to the conversation in the Wati team inbox
Action items (if detected), which are added as tasks in HubSpot
5. Will past WhatsApp conversations appear in HubSpot once I enable this feature?
No. Only conversations that happen after the feature is enabled will be logged in HubSpot.
Setup and configuration
6. How do I enable conversation logging in HubSpot?
After completing the Wati-HubSpot integration steps, go to Wati’s config settings, select Log conversation activity, and toggle on your preferred options such as AI summaries or creating tasks from action items. Save the changes to finish setup.
7. Where can I see the logged conversations in HubSpot?
Open the contact record in HubSpot and check the Activity tab to see the conversation logs. If action items were detected, they’ll also appear in the Tasks tab, with references in the Activity tab.