1 of 3
Connect HubSpot next to TimelinesAI
Both connectors live in the same assistant, so one question can reach your pipeline and your inbox at once. Practise with demo deals whose contacts have WhatsApp numbers you own.
The assistant matches a HubSpot contact to the right WhatsApp chat by phone number, so keep numbers in the same international format, like +44 7700 900456, in both places.
Why it matters
Your CRM knows the deal, WhatsApp knows the conversation, and usually nobody connects the two by hand. With both, the assistant can answer questions neither can alone, like which promising deals haven't heard from you this week.
- 1
Add HubSpot to your assistant. Our HubSpot MCP setup guide walks you through it.
- 2
Check that both answer.
PromptList my open HubSpot deals, and list my connected WhatsApp accounts in TimelinesAI.