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proactive cards for HubSpot

Reach customers proactively without leaving HubSpot

Send the first message on WhatsApp or SMS from the contact record. Every message is logged automatically.

Install Octopods for HubSpot
AM

Alex Morgan

HubSpot contact record

WhatsAppWhatsAppTwilio SMSSMS

Template

Hi Alex, your order has shipped.

Send

Hi Alex, your order has shipped.

Logged to the contact timeline

  • Vittude
  • Tempus
  • Upnid
  • ThePowerMBA

how it works

Outreach inside your CRM

  • WhatsApp templates

    When the 24-hour window closes, send an approved template. No phone needed.

  • SMS follow-ups

    Type a freeform SMS right from the contact view.

  • Logged automatically

    Every message lands on the HubSpot contact timeline.

in the contact record

Four steps, one click

Proactive Card in Contact Record showing channel selection
  1. 1

    Open the contact record

    Everything starts inside HubSpot.

  2. 2

    Pick channel and sender

    WhatsApp or SMS, from your team's numbers.

Proactive Card showing message typing and sending
  1. 3

    Write your message

    WhatsApp: pick a template. SMS: type freely.

  2. 4

    Send

    One click. It's logged to the timeline.

Works on WhatsApp and SMS

more features

More for your HubSpot

what customers say

What customers say about Octopods

Reviews from Capterra

  • Capterra

    Great experience, easy to manage

    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.

    Tania C.
    Sr Sales & Operations Manager · Financial Services
    Read on Capterra

short answers

Frequently asked questions

Everything you need to know about using Octopods with HubSpot's inbox and CRM.

Octopods connects 9 channels to HubSpot: WhatsApp, Instagram, Facebook Messenger, Telegram bots, Telegram personal accounts, Twilio SMS, Slack, TikTok and LINE. All conversations land directly in your HubSpot inbox.

No. Octopods needs a HubSpot Professional or Enterprise GTM seat to receive and reply to messages in the HubSpot inbox, as shown on our HubSpot Marketplace listing. Free and Starter plans don't include it. If you're unsure which seat you have, book a quick call with our team and we'll check before you set anything up.

Yes, for most channels. When a message comes in, Octopods checks for a matching contact using the sender's phone number or username. If a match is found, the conversation is attached to that contact. If not, a new contact is created. Two exceptions: for Telegram, contacts are created only when you turn on contact creation for the channel, and Slack messages never create contacts.

Most teams are live in minutes. There are no complex integrations or developer steps required. You connect your channels through the Octopods dashboard and messages start flowing into HubSpot immediately.

Your team is already in HubSpot. Meet your customers there too.

Set up in minutes.

Install Octopods for HubSpot

No credit card required · 7-day free trial