Integrations / CRM
Manage HubSpot contacts and deals from WhatsApp
Flann connects HubSpot to the WhatsApp chat you already run your business from. You ask, and Flann picks the right HubSpot action. Owners rarely open HubSpot as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
262 actions in HubSpot. 112 only look things up, and 150 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in HubSpot
Type it or say it in a voice note. Flann works out which HubSpot action you mean.
“Show me my deal activities in HubSpot.”
“Show me my company meetings in HubSpot.”
“Find deals in HubSpot.”
“Create a deal in HubSpot.”
“Create tickets in HubSpot.”
“Create a contact in HubSpot.”
What Flann can work with in HubSpot
HubSpot gives Flann 262 actions across 53 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | archivecreatelook upsearchupdate | 13 |
| Deals | archivecreatelook updeletesearchupdate | 12 |
| Products | archivecreatelook upsearchupdate | 10 |
| Tickets | archivecreatelook upsearchupdate | 10 |
| Companies | archivecreatelook upsearchupdate | 9 |
| Campaigns | createdeletelook upsearchupdate | 7 |
| Emails | archivecreatelook upsearchupdate | 7 |
| Feedback submissions | archivecreatelook upsearchupdate | 7 |
Side by side, the two ways of working in HubSpot:
| Compare | HubSpot on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | 112 look-ups, answered straight away |
| Making changes | Typed in by hand | 150 changes, made from a message |
| HubSpot records | All of them, one screen at a time | 53 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to HubSpot |
YesPartlyNo
Step by step: HubSpot jobs you can hand to Flann
What happens between your message and the result in HubSpot.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in HubSpot with these details.”
- Flann runs
List contactsin HubSpot and shows you what it found. - Flann runs
Create contactin HubSpot. - Flann creates it in HubSpot and confirms in the chat.
Fix a deal without opening HubSpot
- You message Flann on WhatsApp: “Change the deal in HubSpot: here is what is different.”
- Flann runs
List dealsin HubSpot and shows you what it found. - Flann runs
Update dealin HubSpot. - Flann makes the change in HubSpot and confirms in the chat.
Clean up tickets you no longer need
- You message Flann on WhatsApp: “Which tickets in HubSpot are out of date? Remove the ones I confirm.”
- Flann runs
List ticketsin HubSpot and shows you what it found. - Flann runs
Archive ticketin HubSpot. - Each removal is confirmed in the chat.
The HubSpot jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into HubSpot. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to HubSpot as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in HubSpot for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to HubSpot. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to HubSpot tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks HubSpot so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to HubSpot
- Open Connectors in Flann and choose HubSpot.
- Sign in to your HubSpot account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right HubSpot action itself.
Reading from HubSpot is instant. HubSpot stays connected until you remove it in Connectors.
Ways to use HubSpot with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in HubSpot: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in HubSpot and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in HubSpot have not heard from you in a week. It lists them and drafts the follow-up for each.
Everything Flann can do in HubSpot
All 262 HubSpot actions, as Flann sees them.
Looks up 112
- Batch read associations
- Get pipeline stage audit
- List company activities
- List company meetings
- List deal activities
- Who Am I
- Audit pipeline changes by id
- Batch read companies by properties
- Fetch import error details
- Fetch recording settings by app ID
- Fetch revenue
- Get a revision of a marketing email
- Get Account Information
- Get active imports list
- Get aggregated statistic intervals
- Get aggregated statistics
- Get all marketing emails for a HubSpot account
- Get all workflows
- Get blog post
- Get campaign
- Get campaign metrics
- Get campaigns
- Get company
- Get contact IDs
- Get CRM list
- Get deal
- Get deals
- Get draft version of a marketing email
- Get emails
- Get engagement
and 82 more
Changes 150
- Create Contact From Natural Language
- Create CRM Object From Natural Language
- Create Deal From Natural Language
- Create meeting
- Create object association
- Create product
- Create tickets
- Add asset association
- Add token to event template
- Archive a batch of campaigns
- Archive a batch of quotes by id
- Archive a CRM object by ID
- Archive batch of feedback submissions by id
- Archive batch of line items by id
- Archive batch of objects by id
- Archive batch of properties
- Archive companies
- Archive company
- Archive contact
- Archive contacts
- Archive deal (GDPR permanent delete not supported for deals)
- Archive deals
- Archive emails
- Archive feedback submission
- Archive line item by id
- Archive product
- Archive products
- Archive property by object type and name
- Archive property group
- Archive quote object by id
and 120 more
More CRM apps Flann works with
GodialCommon questions
What can Flann do with contacts in HubSpot?
Flann can archive, create, look up, search and update contacts in HubSpot, using 13 actions (Archive contact, Archive contacts, Create contact, Create Contact From Natural Language and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in HubSpot.
What can Flann do with deals in HubSpot?
Flann can archive, create, look up, delete and search deals in HubSpot, using 12 actions (Archive deals, Create deal, Create Deal From Natural Language, Create deals and more). Looking up runs straight away and changes nothing. The other actions create or change deals in HubSpot.
How does Flann connect to HubSpot?
Open Connectors in Flann, choose HubSpot and sign in to your HubSpot account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 262 actions in HubSpot.
How do I ask Flann to do something in HubSpot?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the HubSpot action that fits and asks if anything is missing.
Does connecting HubSpot cost extra?
No. HubSpot is included in every Flann plan, along with every other app Flann connects to.