Octopods

Tarek Khalil

Use Octopods features inside HubSpot for contacts, conversations, CRM records, workflows, regions, and settings.

HubSpot

When a customer messages you, Octopods resolves the sender to a HubSpot contact so the conversation lands on the right record.

How Contacts Work in HubSpot

Turn on automatic contact creation so a new HubSpot contact is made whenever a first-time sender messages you from a social channel.

Automatic Contact Creation

Octopods mirrors contacts from your WhatsApp Business Account (WABA) into HubSpot so every number you message has a CRM record.

WhatsApp Contact Sync

Create, resolve, and associate HubSpot contacts with conversations.

HubSpot Contact Management

Every channel you connect through Octopods becomes a custom channel in HubSpot, so messages flow into the inbox your team already uses.

How Conversations Work in HubSpot

Every channel you connect through Octopods routes to a HubSpot inbox you choose, so you control where each type of conversation lands.

Inbox Selection and Custom Channel Setup

Keep a customer's messaging history in a single HubSpot thread by letting Octopods reopen closed conversations when new messages arrive.

Reopening Closed Conversations

Manage HubSpot conversations, replies, ownership, and reopening behavior.

HubSpot Conversation Management

Link every messaging conversation to the contact's related companies and deals so your HubSpot CRM reflects full customer context.

Associating Conversations with CRM Records

Associate conversations with HubSpot CRM records.

HubSpot CRM Associations

Bring Instagram and Facebook page comments into HubSpot as AI-filtered conversations so your team only picks up the ones that matter.

Syncing Instagram and Messenger Comments

Sync Instagram and Messenger comments into HubSpot.

HubSpot Comment Syncing

Add Octopods as a workflow action in HubSpot so your CRM can send WhatsApp or SMS messages automatically whenever a workflow fires.

Setting Up Octopods in HubSpot Workflows

Pick a WhatsApp template, map HubSpot properties into its variables, and send it automatically whenever a HubSpot workflow fires.

Using WhatsApp Templates in Workflows

Check what happened to messages sent from HubSpot workflows so you can catch failures early and trust your automations.

Monitoring Workflow Message Delivery

Set up Octopods in HubSpot workflows and monitor message delivery.

HubSpot Workflow Integration

A single reference for every HubSpot-specific toggle in your workspace, where to find each one, what it does, and the permissions it needs.

HubSpot Workspace Feature Toggles

Configure HubSpot-specific workspace feature toggles.

HubSpot-Specific Settings

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