Salesmsg for WhatsApp BETA is a Chrome extension that brings your HubSpot CRM into WhatsApp Web. Every conversation automatically shows the matched contact, their open deals, company info, tickets, and recent activity in a sidebar, without switching tabs.
Log notes, create tasks, enroll in sequences, and update records directly from WhatsApp.
Requirements
Google Chrome (desktop)
HubSpot account (any tier)
WhatsApp Web access (web.whatsapp.com)
Step 1 — Install the Chrome Extension
Install the Chrome Extension
Click Add to Chrome
When prompted, click Add extension
The Salesmsg icon will appear in your Chrome toolbar
Tip: Pin the extension to your toolbar for easy access — click the puzzle icon in Chrome and pin Salesmsg for WhatsApp.
Step 2 — Connect HubSpot (Admin Only)
One admin connects HubSpot once. All teammates get access immediately after installing the extension.
Click the Salesmsg extension icon in your toolbar
Click Connect HubSpot
You'll be redirected to HubSpot to authorize the connection
Review the requested permissions and click Connect app
You'll be redirected back — setup is complete
Your entire team can now use the sidebar. Each team member just needs to install the extension (Step 1) — no additional HubSpot authorization required.
Note: Only a HubSpot admin or user with the appropriate permissions can complete the connection.
Step 3 — Open WhatsApp Web
Navigate to web.whatsapp.com in Chrome
The Salesmsg sidebar appears automatically on the right side of the page
Open any conversation — the sidebar instantly searches HubSpot by the contact's phone number
If a match is found, you'll see their full CRM record
Using the Sidebar
When a contact is matched, the sidebar displays and you'll have access to take action on the contact, company, deals, tickets, and more.
Contact details. Name, email, phone, lifecycle stage, HubSpot owner, and more.
Deals. Open deals with stage, amount, close date, and urgency signals
Company. Name, domain, industry
Tickets. Open support tickets
Quick links. Add links for quick access.
If multiple contacts match the same phone number, you'll be shown a list to choose from.
Logging a Note
Click Notes in the sidebar
Type your note
Use @name to mention a HubSpot owner — a dropdown will appear as you type
Click Save
The note is saved directly to the contact's timeline in HubSpot.
Creating a Task
Click Tasks in the sidebar
Fill in the task title, due date, type, and assigned owner
Click Save
Invite Your Team
Admins can invite teammates from the dashboard.
Click Invite member
Enter their email address and send the invite
Once they accept and install the Chrome extension, they have full access to the sidebar
In BETA, all seats are included — there is no per-seat charge. Pricing is subject to change.