Your customers already reply on WhatsApp. The question is whether those conversations live in your CRM or on someone's phone. This comparison looks at how WhatsApp works with three popular CRMs — HubSpot, Freshsales and monday.com — what each can automate, and which setup suits which kind of team.
Key takeaways
- All three CRMs can trigger WhatsApp messages from their own automations through SyncMate, using the number you already have.
- HubSpot is the deepest fit: workflow actions, conversations logged to contacts, deals and tickets, plus a marketplace app.
- Freshsales suits sales teams that live in deal stages, and the same integration covers Freshdesk and the rest of Freshworks.
- monday.com shines for operations and agencies that run work on boards and need to update clients and suppliers.
Two Ways to Put WhatsApp in a CRM
Before comparing CRMs, it helps to know there are two routes:
- The official WhatsApp Business Platform. Connected through the CRM's own channel or a Business Solution Provider (BSP). It needs a verified Meta business, approved templates for outbound messages, and per-message fees from Meta.
- Your existing WhatsApp number via SyncMate. You scan a QR code to connect your personal or WhatsApp Business number, and SyncMate links it to the CRM — no BSP approval, no Meta verification and no per-message fees on that route. If you later need the verified badge, SyncMate can also connect the official Meta Business API.
The rest of this guide focuses on what you can do with each CRM through SyncMate, since that route works the same way across all three.
HubSpot: The Deepest Integration
HubSpot is a CRM and marketing platform whose Workflows engine enrols records and runs actions automatically. With the SyncMate HubSpot integration, WhatsApp becomes another workflow action, and every conversation is logged against the right record.
- Workflow actions: any enrolment trigger — a form submission, a deal stage change, a ticket update — can send a WhatsApp message.
- Timeline logging: threads are written to the contact, deal or ticket as they happen, so nobody copies chat history into notes.
- Personalisation tokens map straight into the message body.
- Inside WhatsApp Web: the SyncMate Chrome Extension lets reps save contacts and create deals, tickets, tasks, notes and call logs without leaving the chat.
- Marketplace app: SyncMate is available on the HubSpot App Marketplace.
Best for: teams already running marketing and sales in HubSpot who want WhatsApp logged on the timeline. Plans start at $32/month.
Freshsales: Built Around the Deal
Freshsales is the CRM in the Freshworks family. With the SyncMate Freshworks integration, Freshsales workflows can send WhatsApp messages and the same connection covers Freshdesk and Freshservice.
- Instant lead alerts: introduce yourself on WhatsApp within seconds of a new lead being created.
- Deal stage triggers: a different message for Demo, Negotiation and Won.
- Owner notifications: alert the rep on WhatsApp when a hot lead replies.
- Marketplace listing: install WhatsApp Shared Inbox and Campaigns Integration from the Freshworks Marketplace.
Best for: sales teams who manage everything by deal stage, and companies that also use Freshdesk for support. Plans start at $5/month. For the full picture, read our WhatsApp + Freshworks guide.
monday.com: For Teams That Run Work on Boards
monday.com is a work management platform built around boards, columns and items. With the SyncMate monday.com integration, board automations can message people on WhatsApp — including people outside your workspace.
- Status column triggers: each status value sends its own message to its own audience.
- Person column alerts: notify the assignee the moment work lands on them.
- Date reminders: messages that fire when a date arrives.
- Groups as well as individuals: post updates into a client or supplier WhatsApp group.
Best for: operations teams, agencies and anyone who coordinates clients or suppliers from a board. Plans start at $3/month.
Side-by-Side Comparison
HubSpot
Freshsales
monday.com
Main trigger
Workflow enrolment
Workflow or automation rule
Board automation
Conversation logging
Contact, deal and ticket timeline
Logged with the record
Delivery logged per send
Strongest use case
Lead nurture and deal follow-up
Deal-stage messaging
Client and supplier updates
WhatsApp groups
Yes
Yes
Yes
SyncMate plans from
$32/month
$5/month
$3/month
How to Choose
- Choose HubSpot if marketing and sales already live there and you want every WhatsApp thread on the timeline.
- Choose Freshsales if your process is driven by deal stages, or you want one integration for sales and support.
- Choose monday.com if your work runs on boards and the people you need to update are clients, suppliers or field teams.
Whichever you pick, start with one automation — a welcome message for new leads is usually the quickest win — and add the next once it has proven itself. Using a different CRM? SyncMate also integrates with Zoho CRM, and connects to almost anything else through Zapier, Make or n8n. See all integrations →
Connect WhatsApp to your CRM
Use the WhatsApp number you already have — no BSP, no Meta verification and no per-message fees on the personal-number route. Try it free for 7 days.
Start your 7-day free trialFrequently Asked Questions
Which CRM has the best WhatsApp integration?
It depends on how you work. HubSpot offers the deepest logging and workflow support, Freshsales is strongest for deal-stage messaging, and monday.com is best for updating clients and suppliers from a board.
Do I need the WhatsApp Business API to connect WhatsApp to my CRM?
Not with SyncMate. You can connect your existing personal or WhatsApp Business number by QR code. If you need the verified badge and higher limits, SyncMate also supports the official Meta Business API.
Are WhatsApp conversations saved to the CRM?
With HubSpot, conversations are logged to the contact, deal or ticket timeline. The SyncMate Chrome Extension can also sync chats to HubSpot or Zoho CRM from WhatsApp Web.
Can I message WhatsApp groups from my CRM?
Yes. SyncMate can send to groups and channels as well as one-to-one chats, which is useful for client and supplier updates.
How much does it cost?
SyncMate plans start at $32/month for HubSpot, $5/month for Freshworks and $3/month for monday.com, and paying yearly gets you 12 months for the price of 10.
Can I use more than one CRM with the same WhatsApp number?
Yes. One SyncMate account can connect several integrations, so the same number can be triggered from different tools.