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💬 HubSpot CRM Card — live chat inside the record

Live WhatsApp & Telegram inside the HubSpot record

Chat live with customers right from the "Open Chat" button on the HubSpot contact or deal record. No WhatsApp Business API required — you connect your own number by QR. That's the real difference that sets us apart from HubSpot's native WhatsApp.

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Deniz K.
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Live chat without ever leaving the record

FlexInbox connects your HubSpot account via OAuth and adds a WhatsApp / Telegram card to every contact and deal record. When a rep clicks "Open Chat", a full live chat window opens right inside the record — messages stream instantly over a socket.

If an inbound number doesn't exist in HubSpot, a contact is created automatically; every inbound and outbound message is logged as a note on the contact timeline. No need to move your number onto the WhatsApp Business API — you connect your own number by QR.

  • Live chat inside the card: "Open Chat" → instant WhatsApp/Telegram messaging on the record, without switching screens.
  • No Business API needed: Connect your own number by QR — no expensive API and no number restrictions.
  • Auto contact + note: Unknown numbers become contacts and messages are written to the timeline.
  • AI in one panel: A trainable AI agent answers WhatsApp and Telegram in auto, semi or suggestion mode.

HubSpot integration — FAQ

How is this different from HubSpot's own WhatsApp?

HubSpot's native WhatsApp requires the WhatsApp Business API (setup, approval and a per-number fee). With FlexInbox you connect your own number by QR and chat live from inside the record — no API required.

Does the chat really open inside HubSpot?

Yes. The "Open Chat" button on the CRM Card added to the contact/deal record opens a modal chat window right inside the record — you never leave HubSpot.

Which HubSpot plan is required?

The CRM Card iframe module works on most paid HubSpot plans. The connection completes in minutes once you authorize your HubSpot account.

Are inbound messages logged to HubSpot?

Yes. The number is matched to a contact (created if missing) and inbound/outbound messages are logged as notes on the contact timeline.

Bring all your customer conversations into one panel

WhatsApp, Telegram, CRM and an AI agent — start free today, no credit card required.

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