Telegram CRM Integration with HubSpot

Connect Telegram to HubSpot for better CRM and sales management. With CRMchat, you can sync Telegram contacts, manage deals, and streamline workflows. Here's what this integration offers:

• Two-Way Sync: Automatically update contacts and deals in real time.

• Task Management: Create tasks from Telegram chats and get daily summaries.

• Lead Capture: Use QR codes to add leads quickly.

• Automation: Simplify workflows with Zapier integration.

• Advanced Features: Voice updates, image recognition, and folder organization.

What You Need:

• Telegram, HubSpot, CRMchat ($28/month billed annually), and Zapier accounts.

• API credentials for setup.

Setup Time: 15–30 minutes with guided support available.

This integration is perfect for Web3 businesses looking to combine real-time messaging with CRM capabilities. Start managing your sales and tasks more efficiently today.

Telegram HubSpot Integration - Telegram CRM

Before You Start

Before integrating Telegram with HubSpot using CRMchat, make sure you have the right accounts and tools ready to go.

Required Accounts

You'll need the following accounts to get started:

• Telegram Account: An active account with admin rights for your business channels and groups.

• HubSpot Account: Ensure your HubSpot account has API access enabled.

• CRMchat Account: A Team plan subscription ($28/month when billed annually) that includes integration features.

• Zapier Account: Useful for connecting with over 7,000 other apps.

Having these accounts in place will ensure a smooth integration process.

Setup Tools

Make sure you have these tools and resources ready:

• API Credentials: HubSpot API key, CRMchat tokens, and Zapier access.

• Technical Requirements: A modern web browser and admin access to your HubSpot account.

• Documentation: Access to HubSpot API documentation, CRMchat setup guides, and troubleshooting materials.

CRMchat offers setup assistance with its annual plan, helping simplify the technical steps. Double-check your account permissions and details to avoid any hiccups during setup.

Setup Instructions

Here's how to connect CRMchat with HubSpot step by step.

CRMchat Setup

1. Log in to your CRMchat Team account.

2. Go to Settings > Integrations.

3. Select HubSpot from the list.

4. Click Connect to link the platforms.

Note: Team plan subscribers ($28/month billed annually) get dedicated support for integrations.

HubSpot Setup

1. Log in to your HubSpot admin portal.

2. Navigate to Settings > Integrations > Connected Apps.

3. Create the following custom properties to store Telegram data:

   • Telegram Username

   • Telegram Chat ID

   • Last Message Date

Contact Sync Setup

Set up contact synchronization to ensure data flows smoothly between the two platforms:

Once contacts are syncing, you can automate workflows to save time and streamline operations.

Workflow Setup

Here are some workflows you can automate:

• Contact Creation Flow: Automatically create new contacts in HubSpot when a Telegram conversation begins.

• Deal Update Flow: Trigger Telegram notifications whenever there’s a deal status update.

• Task Assignment Flow: Automatically generate and assign tasks in CRMchat based on Telegram interactions.

Testing Guide

Before rolling out the integration, test it to ensure everything works as expected:

1. Send a test message through Telegram.

2. Confirm that the contact is created in HubSpot.

3. Create a test task in HubSpot.

4. Verify that the task appears in CRMchat.

The entire setup process typically takes 15–30 minutes. If you run into any issues, the CRMchat support team is available to help, included with the Team plan subscription.

Main Features

Once set up, these features streamline your CRM workflow, ensuring smooth operations from syncing contacts to managing tasks with ease.

Contact and Deal Sync

CRMchat's two-way sync keeps Telegram contacts and deals perfectly aligned with HubSpot. Any new interaction on Telegram automatically updates in HubSpot, keeping your records accurate and up-to-date.

Task Management

Turn Telegram chats into actionable tasks that sync directly with HubSpot. Get daily summaries of completed tasks to improve team productivity and cut down on manual follow-ups.

Message Campaigns

Run outreach campaigns directly through Telegram while keeping HubSpot data current. CRMchat supports bulk messaging, making it easier to manage cold outreach efforts.

Zapier Integration

With Zapier, link your CRM workflow to over 7,000 apps, boosting automation and enabling smoother cross-platform operations.

Additional Tools

CRMchat includes extra features tailored for modern businesses, such as:

• QR Code Lead Capture: Quickly add leads from events or conferences.

• Voice Updates: Convert audio messages into text for accurate HubSpot logging.

• Image Recognition: Extract contact details from business cards effortlessly.

• Folder Sync: Keep your conversations organized.

• Workspace Organization: Set up dedicated spaces for teams or projects.

"The seamless integration between Telegram and HubSpot has made task management and communication effortless, allowing us to operate more smoothly and focus on what truly matters." – Keerthan Shetty, Founder @ChaosGround

Usage Tips

Security Steps

Keeping your API connections between CRMchat and HubSpot secure is essential for safeguarding your data. Always use dedicated API tokens for the CRMchat integration rather than personal access tokens. Regularly check and update your security settings to ensure your connection stays protected.

Data Management

To keep your data organized, use a structured approach in both CRMchat and HubSpot. CRMchat's Folder Sync feature can automatically sort contacts and groups from Telegram, reducing duplicate entries and maintaining a steady data flow.

Set up custom properties in both platforms for better data alignment. Here's an example:

Once your data is organized, you can evaluate performance through HubSpot's reporting tools.

Performance Tracking

Use HubSpot's reporting tools to measure how well your Telegram communications are performing. Focus on metrics like response times to inquiries, conversion rates from conversations, and task completion rates.

Take advantage of the morning digest feature to review completed tasks and gauge your team's productivity levels. This daily review can help you identify areas for improvement and celebrate wins.

Conclusion

The CRMchat-HubSpot integration offers a seamless way for Web3 companies to manage CRM tasks more effectively. By linking Telegram's real-time messaging with HubSpot's CRM tools, businesses can streamline workflows and organize data more efficiently.

"My favorite feature is assigning tasks directly within our groups to team members and receiving a morning digest of what's been completed. Now, we run all our deal flow on Telegram without needing any other tools." – Roman Potapenko, Chief Strategy @Superprotocol

Used by organizations like TON Foundation and Solana Superteam, this integration turns Telegram chats into structured, actionable insights within HubSpot. Features like automated syncing, task management, folder sync, daily digests, and QR code lead capture make it easier for businesses to manage operations and engage their communities effectively.

Related posts

• How Zapier Connects Telegram to HubSpot

• Telegram Deal Updates with CRM Sync

• How to Import Telegram Contacts to HubSpot

• Top Tools for Telegram CRM Integration