Conversation-to-Activity Sync

Mercuri can automatically log all WhatsApp and SMS conversations as Activities in HubSpot, tied to the relevant contact. This ensures your sales and support teams have complete communication history.

  1. Message capture Every incoming and outgoing message (WhatsApp or SMS) for a contact in Mercuri is captured in real time.

  2. Contact matching

    • Mercuri searches HubSpot by phone number and/or email.

    • If a match is found, the message is linked to that contact.

  3. Activity creation

    • In HubSpot, a new Activity entry is created with:

      • Message direction (Sent/Received)

      • Timestamp

      • Message content (text only)

      • Channel (WhatsApp/SMS)

      • Linked to the correct HubSpot contact

  4. View in HubSpot Open the contact record in HubSpot → Activities tab to see the conversation history. Messages appear alongside calls, emails, and notes.

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