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Automatically Add WhatsApp Leads to CRM (No Code Automation)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with HubSpot CRM, you first need to access Pabbly Connect. Visit the Pabbly website by typing pabbly.com in your browser. Once there, you can sign in or create a new account if you are a first-time user.

After signing in, click on the Pabbly Connect option on your dashboard. This will take you to the Pabbly Connect app where you can create workflows. Here, you can manage all your integrations and automations seamlessly.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the Create Workflow button and select the new beta workflow builder. Name your workflow something like “Automatically Add WhatsApp Leads to CRM” and choose an appropriate folder.

Select the folder for your workflow.
Click on the Create button to save your workflow.

Once you create the workflow, you will need to set up a trigger. This trigger will activate the automation whenever a new message is received on WhatsApp.

3. Setting Up WhatsApp Cloud API as Trigger

For the trigger, select Pabbly Connect and choose the WhatsApp Cloud API as your trigger application. Set the trigger event to Message Notification and click on Connect.

A webhook URL will be generated, which you need to copy and paste into your WhatsApp Cloud API settings. This URL acts as a bridge between WhatsApp and Pabbly Connect. Make sure to follow the provided headers and save the settings in your WhatsApp API configuration.

Remove any existing callback URL.
Enter the new webhook URL and verify token.

After saving the configuration, test the connection by sending a message through WhatsApp. This will confirm if the setup is working correctly.

4. Connecting HubSpot CRM as Action Application

Now that your trigger is set, the next step is to connect HubSpot CRM as the action application in Pabbly Connect. Choose HubSpot and select the Create Contact action event. Click on Connect to establish the connection.

Once connected, you will need to map the fields from the WhatsApp message to the HubSpot contact fields. For instance, map the phone number, name, and message. This ensures that every new WhatsApp message creates a corresponding contact in HubSpot CRM.

Use dynamic mapping to keep the data updated.
Ensure you enter all required fields for HubSpot.

After mapping the fields, click on Save and Send Test Request to verify if the contact is created in HubSpot.

5. Finalizing the Integration Workflow

To finalize the integration, check your HubSpot CRM for the newly created contact. If the test was successful, you should see the lead details populated in HubSpot, indicating that the integration via Pabbly Connect is working correctly.

This setup will now automatically add any new WhatsApp messages as leads in your HubSpot CRM. You can monitor this workflow in Pabbly Connect to ensure everything is functioning as expected.

In summary, by using Pabbly Connect, you have successfully integrated WhatsApp with HubSpot CRM, allowing for seamless lead management.

Conclusion

This tutorial demonstrated how to automate lead management by integrating WhatsApp with HubSpot CRM using Pabbly Connect. By following these steps, you can enhance your CRM capabilities and streamline your workflow.