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    Integration

    HubSpot and Volty

    Volty connects to HubSpot. Volty finds the customer's HubSpot record by their verified phone number or email address. Volty answers on WhatsApp and Outlook email from their contact, deals and tickets.

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    Updated

    What Volty does with HubSpot

    Answer from an open ticket

    A customer asks on WhatsApp whether their service request has been booked. Volty finds their ticket in HubSpot and answers with its status.

    A WhatsApp conversation in Volty. The customer asks whether their aircon servicing has been scheduled, and Volty answers that the visit is set for Thursday morning.

    Know who is writing

    An existing customer messages about a renewal. Volty reads their contact, deals and notes, so the customer does not repeat what your team already recorded.

    Log a new lead

    Once an admin turns contact writes on, Volty creates a HubSpot contact for a new enquiry with the name, number and email address the customer gave.

    Keep details current

    A customer sends a new email address. Once contact writes are on, Volty updates their HubSpot contact.

    Open a ticket when it escalates

    Once an admin turns ticket writes on, Volty can open a HubSpot ticket when it escalates a conversation to a person on your team.

    How Volty connects to HubSpot

    Volty connects to HubSpot through a ready-made connector. An admin adds HubSpot on the Sources page in Volty and signs in with their HubSpot account, and Volty reaches that account's HubSpot portal.

    The Sources page in Volty with HubSpot added and connected, signed in with a HubSpot account.

    Reads

    Contacts, contact notes and tasks, deals and deal activity, companies, and tickets.

    Writes

    Create and update contacts, deals and tickets.

    Switches

    Every tool starts Off. Volty suggests On for tools that only read, and an admin applies the suggestions or sets each switch; a tool that changes a record, such as creating a deal, stays Off until the admin turns it on.

    HubSpot's tools in Volty, each with its own switch and every switch Off. Tools that only read are marked Read, tools that change a record, such as Create deal, are marked Change, and one button turns the reads on.

    Only this customer's record

    In a customer conversation, Volty looks up only that customer's HubSpot record, by the phone number or email address the conversation has verified.

    Draft mode

    In a draft conversation, a write to HubSpot waits on the draft and runs only when staff press Send.

    A draft reply in Volty with a HubSpot contact update waiting on it. The Send button reads Send and update contact.

    One request, start to finish

    A customer messages at 9pm asking whether their aircon servicing has been scheduled. Volty finds their HubSpot contact by the WhatsApp number, reads the open ticket and answers that the visit is set for Thursday morning. The customer has the answer that night, and nobody on the team searched HubSpot for it.

    The conversation in Volty. At 9pm the customer asks whether their aircon servicing has been scheduled, and Volty answers that the visit is set for Thursday morning.

    To compare HubSpot's own WhatsApp channel, Zapier, n8n and Volty, read Connect WhatsApp to HubSpot.

    Common questions

    Can Volty update HubSpot from a WhatsApp conversation?

    Yes, once an admin turns the writes on. Volty creates and updates contacts, deals and tickets in HubSpot, and every tool starts Off until the admin sets its switch.

    Which HubSpot records can Volty see?

    In a customer conversation, only that customer's. Volty finds the record by the phone number or email address the conversation has verified, in the portal of the HubSpot account the admin signed in with.

    How much does Volty cost?

    Volty costs US$157 a month on Plus, with unlimited users and a free 7-day trial. Meta bills message charges separately.

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