HubSpot with tkana
Every WhatsApp conversation shows up on your customer in HubSpot.
HubSpot is one of the upcoming connectors in the tkana portal. You connect it yourself with one sign-in, and the agent adds and updates contacts from the conversation, so your HubSpot data stays current without manual entry. One connection serves more than one agent.
Coming soonWhat's planned
The same Connectors page Calendly starts on: sign-in connection, choosing agents, and switching each tool on or off. We are building it, with no announced date.
How you use it
Real moments from your working day, and what the agent does in each. The examples below show the use we are building, not something you can switch on today.
A new customer lands in HubSpot
When the customer leaves their details, the agent adds them as a contact in HubSpot.
What the agent can do in it
The tools the agent uses inside the system, mid-conversation.
How it's connected
Who does what, from the first step until the agent is working.
Click Connect in Settings
On the Connectors page in the portal.
Sign in to HubSpot and approve
Consent happens inside your own account.
Choose the agents
If you have more than one agent, pick which ones use it.
Which team it serves
The integration works inside the package that fits your team.
Questions
When will it be available?
We're building it after Calendly. We won't give a date before it's ready.
What if I revoke access in HubSpot?
The agent stops using the tools, tells the customer the system is unavailable and takes their details, and you get an alert to reconnect.
Related integrations
All integrations
Put your agent to work inside HubSpot
Book a demo and we'll show you the integration on your business, not a generic example.