When proactive reach happens outside HubSpot
Proactive outreach is part of the job: following up, reopening cold conversations, checking in after a ticket closes. When it happens outside your CRM, the following happens.
- The 24-hour WhatsApp window closes, so the agent opens their phone to send a template
- An SMS follow-up goes out from a personal number, unlogged and untracked
- Outreach happens, deals move forward, but the contact record stays empty
- A manager checks in and has no visibility into what was sent or when
Octopods Proactive Cards, outreach inside you CRM
- Proactive Cards are panels inside HubSpot's contact view. When your team needs to reach out first on WhatsApp or SMS, they can send it right from the contact record, without opening another app.
- Every message sent through a Proactive Card is automatically logged to the HubSpot timeline. The outreach happens inside HubSpot, so the record always reflects what actually happened.
How it works
How Octopods Proactive Cards work
Octopods Proactive Cards work for two channels, WhatsApp & SMS.
WhatsApp Templates, sent from inside HubSpot
When the 24-hour window closes, pick a pre-approved template, fill in the variables, and send all from inside HubSpot. No need for a phone or another app.
SMS outreach stays in your CRM
Type a freeform SMS and send it directly from the contact view. It goes out, it gets logged, and the contact record reflects it immediately.
Every message logged automatically
Whether it's a WhatsApp template or an SMS follow-up, every message sent through Proactive Cards logs to the HubSpot contact timeline automatically.
What reaching out looks like with Proactive Cards
Step 1 — Open the Contact Record
Everything starts inside HubSpot.
Step 2 — Select Your Channel and Sender
Choose WhatsApp or SMS and pick the sender number configured for your team.
Step 3 — Write Your Message
For WhatsApp, pick a pre-approved template and fill in the variables. For SMS, type your message freely.
Step 4 — Send
One click. The message goes out and logs to the contact timeline instantly.
Supported channels
Works across WhatsApp and SMS
Stop waiting for customers to reach out first.
"Great. I had great support when implementing. And it's super helpful having access to the trial so I could test it and try it to discover it's true potential."
More features
Explore more HubSpot features
Everything Octopods adds to your HubSpot workspace.
View Timeline
See a full history of every message, across every channel, in the HubSpot contact timeline.
Contact Matching
Incoming messages are automatically matched to existing HubSpot contacts — or a new one is created.
Proactive Cards
Give your team instant context while they reply — deal stage, tickets, and history in a live sidebar card.
Frequently asked questions
Everything you need to know about using Octopods with HubSpot's inbox and CRM.