Hubspot Expert for WhatsApp Integration

We are seeking a skilled Hubspot expert to integrate WhatsApp with our existing Hubspot CRM. The ideal candidate will have experience in setting up and managing communication tools to enhance customer engagement. Responsibilities include configuring WhatsApp for lead generation, managing chat flows, and ensuring seamless integration with Hubspot. The role requires a strong understanding of CRM systems and communication tools. Summary The company seeks to implement a reliable WhatsApp Business communication platform integrated with HubSpot CRM. The goal is to create a controlled environment for managing customer communication through WhatsApp Business, ensuring conversation history is synchronized with HubSpot. The solution must be production-ready, stable, and verified by management. 2. Project Objective Implement a platform that enables: - Receiving and replying to WhatsApp Business messages from one shared interface. - Managing conversations by multiple authorised users. - Connecting multiple WhatsApp Business numbers registered in different countries. - Maintaining a complete searchable message history. - Automatically synchronising all WhatsApp conversations with HubSpot CRM. - Allowing employees to view the full WhatsApp communication history directly from HubSpot contact and company records. IMPORTANT: The solution must eliminate the risk of lost connections experienced with previous solutions. 3. WhatsApp Business Platform Requirements The selected platform must provide: - Shared Messaging Environment - Web-based interface for receiving, viewing, and replying to WhatsApp Business messages. - Simple and fast workflow suitable for non-technical operators. -Centralised management of all WhatsApp conversations. -Multi-user Support The platform must support: -Individual user accounts. -User permissions and access control. -Assignment and distribution of conversations between team members. -Identification of which employee replied to each message. - Multi-number Support (We need at leasts 2 numbers, one in Spain and one in USA) The platform must allow: - Connection of multiple WhatsApp Business numbers. - Use of numbers registered in different countries. - Adding additional WhatsApp numbers in the future without replacing the system. Reliability Requirements Reliability is a critical requirement.The WhatsApp connection and HubSpot integration must: -Remain stable during daily operation. - Prevent repeated disconnections. - Maintain message delivery and synchronisation without manual intervention. Any recurring connection failures will be considered a project failure. Message History The platform must provide: - Complete conversation history storage. - Search functionality. - Access to previous conversations by authorised users. 4. HubSpot Integration Requirements The integration must provide complete synchronisation between WhatsApp Business and HubSpot CRM. Message Synchronisation: - All WhatsApp messages must be synchronised: 1)Customer inbound messages. 2)Company outbound messages sent by agents. Synchronisation frequency: Maximum delay: 15-20 minutes s. HubSpot Record Requirements Every WhatsApp conversation must be recorded on: - The relevant HubSpot Contact record. - The associated HubSpot Company record linked to that contact. The complete conversation history must be available from both records. The synchronised information must include: - Message content. - Date and time. - Incoming/outgoing direction. - Agent/user who sent the reply. The solution will not be accepted if: - Messages appear only in the integration platform. - Messages appear only on the Contact record. - Messages are not visible on the associated Company record. - Contact and Company Matching The integration must: - Match WhatsApp phone numbers with existing HubSpot contacts. - Associate contacts with the correct company records. - Create or flag records where no matching contact/company exists. 1st Deadline (for the freelancer) - 3rdh of September to have the integration completed. 2nd Deadline (For Adrian Magnus) - 8th of September to test and provide feedback 3rd Deadline (for the freelancer) 10th -11th of September to make necessary adjustments and ensure that the integration is 100% completed and everything is running smoothly.