Create HubSpot Leads from New Messages in WhatsApp

Learn how to automate capturing HubSpot leads from WhatsApp messages using Pabbly Chatflow. Step-by-step guide to streamline your lead management process. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To start automating lead capture from WhatsApp to HubSpot, access Pabbly Chatflow by visiting the official site. You can sign up for a free account or log in if you’re an existing user.

Once logged in, navigate to the dashboard where you can create a new chatbot flow. This will be the foundation for capturing leads from WhatsApp messages.

2. Creating Your WhatsApp Chatbot Flow in Pabbly Chatflow

In this section, you will create a WhatsApp chatbot that captures lead information. Start by selecting the ‘Flows’ option in Pabbly Chatflow and click on ‘Add Flow’ to create a new flow.

Here are the steps to create your flow:

• Name your flow as ‘Create HubSpot Leads from New Messages in WhatsApp’.
• Set the trigger for the flow to ‘Keyword or Regex Match’.
• Define the keyword that will initiate the chatbot, such as ‘hello’.

Now, you can add a welcome message that greets users when they initiate a conversation.

3. Capturing Lead Details from WhatsApp

Once the chatbot is set up, you will need to ask for specific lead details. Use the ‘Ask Question’ action in Pabbly Chatflow to capture the first name, last name, business name, and email address of the user.

Follow these steps to capture lead information:

• Ask for the first name and map it to a custom contact field.
• Repeat for last name, business name, and email address.
• Provide validation messages for incorrect inputs, especially for email.

This ensures that you collect accurate information from potential leads.

4. Integrating Pabbly Chatflow with HubSpot CRM

To send the captured lead information to HubSpot CRM, you will use Pabbly Connect. This integration allows you to automate the process of creating new contacts in HubSpot.

Here’s how to set up the integration:

Create a new workflow in Pabbly Connect and select Pabbly Chatflow as the trigger app. Choose the event ‘New Message Received’ to initiate the workflow. Copy the webhook URL provided and paste it into the API request node in Pabbly Chatflow.

This setup allows for seamless data transfer from WhatsApp to HubSpot CRM.

5. Verifying and Testing Your Integration

After setting up the integration, it’s crucial to test the entire workflow. Send a test message on WhatsApp and check if the lead details appear in HubSpot CRM. using Pabbly Connect

To verify:

Send a message to your WhatsApp number that triggers the chatbot. Check your HubSpot CRM contacts page to see if the new lead has been created. If successful, you will see the lead information populated correctly.

This confirms that your integration is functioning correctly and leads are being captured efficiently.

Conclusion

Using Pabbly Chatflow to capture leads from WhatsApp and integrate them with HubSpot CRM streamlines your lead management process. This automation eliminates manual data entry and ensures that all lead information is organized in one place.

Implementing this integration will help your business respond faster to potential customers and never miss an opportunity. Start using Pabbly Chatflow today to enhance your lead capturing capabilities.