Find Contacts
Search for an existing HubSpot contact using the sender phone number where possible.
Forward Incoming SMS and WhatsApp Messages to HubSpot
Capture supported customer conversations that begin on mobile phones, existing SIMs, WhatsApp accounts and connected numbers. AutoForward Text can find or create a HubSpot contact using the sender’s phone number and attach the incoming message as a note.
SMS to HubSpotWhatsApp LeadsContact MatchingTimeline Notes
Keep existing numbers
Capture messages already reaching business phones.
Match by phone
Find a contact or create one from available sender details.
Preserve message context
Add supported incoming content to the CRM record.
Incoming messages to CRM
Turn Incoming Conversations Into HubSpot Contacts and Notes
HubSpot becomes more useful when the first customer message reaches the contact record without manual copying.
Create Contacts
Create a new contact from available sender details when no match is found.
Add Message Notes
Attach supported incoming SMS or WhatsApp content to the contact record.
Preserve Source
Include available channel and sender context for sales follow-up.
Phone-number matching
Match the Sender to the Right HubSpot Contact
Phone numbers provide the practical identifier connecting a message with a contact. Consistent international formatting helps reduce duplicate records.
Search HubSpot using the available sender phone number.
Attach the message when a matching contact is found.
Create a contact when no suitable match exists.
Review incomplete names when the source provides only a phone number.
How it works
From Incoming Message to HubSpot Contact Record
The current workflow focuses on making supported new conversations visible inside HubSpot.
1. A customer sends an SMS or WhatsApp message.
2. AutoForward Text receives and processes the supported event.
3. HubSpot is searched for a contact using the sender phone number.
4. The contact is found or created and the message is added as a note.
Connect HubSpot
Connect HubSpot and Run a Test Push
Use the CRM Integrations area and an authorized HubSpot connection. Interface labels and permissions can change over time.
1
Prepare HubSpot
Use an account authorized to connect integrations and manage the required contact records.
2
Open CRM Integrations
Sign in to AutoForward Text and locate the HubSpot integration.
3
Authorize Access
Complete the current HubSpot authorization flow and choose the appropriate account.
4
Test New Messages
Run the test, then send a fresh SMS or WhatsApp message and inspect the contact.
Supported sources
Capture SMS and WhatsApp Leads From Connected Channels
The message must first reach AutoForward Text before it can be sent to HubSpot.
Important limitations
CRM Logging Is Not the Same as Two-Way Messaging
The integration is designed to capture supported new incoming messages in HubSpot. It does not automatically import old history or send a CRM-written reply back through the original channel.
New messages only
Historical SMS and WhatsApp conversations are not imported automatically.
Account-wide behavior
Current CRM forwarding can apply to supported messages from connected sources rather than a selective rule.
One-way CRM logging
A note written in HubSpot does not automatically send a reply to the customer.
Every connected CRM
If multiple CRMs are connected, eligible messages may be sent to each one.
Credentials and data
Protect CRM Access and Test With Non-Sensitive Data
Use least privilege
Grant only the scopes and account access required for CRM record creation.
Protect credentials
Never publish tokens or include them in screenshots and unsecured support messages.
Test with a safe contact
Verify matching and record creation without using sensitive customer data.
Review duplicates
Use international phone formatting and inspect test records before launch.
HubSpot FAQ
HubSpot SMS and WhatsApp Integration Questions
Current behavior may evolve, so use the detailed setup guide when connecting your account.
Read the HubSpot GuideCan I forward incoming SMS to HubSpot?+
Yes. Supported new incoming SMS from connected AutoForward Text sources can be sent to HubSpot and stored as contacts and notes.
Can I forward WhatsApp messages to HubSpot?+
Yes. Supported new incoming messages from a connected WhatsApp account can be matched to a CRM contact using the sender phone number and added as contacts and notes.
Can I use my existing mobile number?+
Yes. A supported Android phone can keep receiving SMS through its existing SIM while AutoForward Text sends eligible incoming messages to the connected CRM.
Do I need Twilio?+
No. Sources can also include a connected Android phone, supported iPhone workflow, WhatsApp account, virtual number or another available channel.
How are existing HubSpot contacts matched?+
The sender phone number is used where possible. Storing numbers in complete international format improves matching and reduces duplicates.
Are old messages imported?+
No. The integration processes supported new messages received after the CRM connection becomes active.
Can I reply from HubSpot and send the response back?+
Not through the basic CRM logging workflow. A CRM-written response is not automatically sent through the original SMS or WhatsApp channel unless a separate supported workflow is configured.
What credentials are needed to connect HubSpot?+
The connection requires an authorized HubSpot account connection with the required permissions. Protect these values like passwords and grant only the access needed by the integration.
Connect messages with HubSpot
Bring Mobile and WhatsApp Leads Into HubSpot Automatically.
Connect HubSpot, test contact matching and capture supported new incoming conversations without manual copying.