Using Mercuri in HubSpot

Mercuri has integrated a Messaging Inbox within HubSpot, allowing users to send and receive SMS and WhatsApp messages directly inside the CRM.

The Mercuri CX–HubSpot integration helps businesses manage conversations, campaigns, and customer data seamlessly within one system.

Key Features

  • Contact Sync – Automatically keep contacts updated across Mercuri and HubSpot.

  • Conversation-to-Activity Sync (DLP) – Customer chats in Mercuri are logged in HubSpot as activities for full context.

  • Set up Campaigns - Create and send WhatsApp/SMS campaigns to HubSpot segments.

  • Automations – Trigger WhatsApp/SMS messages from HubSpot workflows, like new customer signup or deal stage changes.

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