How to Send WhatsApp Notifications When a HubSpot Lead is Created Using Pabbly Connect

Learn how to automate WhatsApp notifications for new HubSpot leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp notifications when a new lead is created in HubSpot, the first step is to access Pabbly Connect. This powerful automation platform allows you to integrate various applications seamlessly. Start by signing up for a free account on Pabbly Connect, which you can do in just a few minutes.

Once you have created your account, navigate to the dashboard. Here, you will find the option to create a new workflow. This workflow will serve as the foundation for your automation, connecting HubSpot and WhatsApp through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘HubSpot to WhatsApp Integration’. This naming helps you identify the workflow easily in the future.

In the workflow editor, you will see two main sections: the Trigger and Action windows. The Trigger is what initiates the automation, while the Action is what happens as a result. To start, select HubSpot as your trigger application.

• Choose ‘HubSpot’ from the app list.
• Select the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.

After setting this up, you will connect your HubSpot account to Pabbly Connect, ensuring that every new lead submission is captured effectively.

3. Configuring HubSpot for Lead Capture

Next, you need to configure your HubSpot account to send lead data to Pabbly Connect. Go to HubSpot and navigate to the Automations section, then click on ‘Workflows’. Create a new workflow from scratch and set the trigger to be a form submission.

In the workflow setup, select the specific form you want to track for new leads. This step ensures that only submissions from this form will trigger the WhatsApp notification. After selecting the form, add an action to send a webhook, where you will paste the webhook URL from Pabbly Connect.

• Set the method to POST.
• Click ‘Save’ to finalize the webhook action.
• Publish the workflow to activate it.

With this setup, your HubSpot account is now integrated with Pabbly Connect, allowing it to send lead information whenever a new form is submitted.

4. Sending WhatsApp Notifications via Pabbly Connect

Now that your HubSpot is set up, it’s time to configure the action in Pabbly Connect to send WhatsApp notifications. In the Action window, select ‘Interact’ as the application to send WhatsApp messages. Choose the action event as ‘Send WhatsApp Template Message’.

Next, connect your Interact account by entering the required API secret key. This key is essential for authenticating your requests to send messages through WhatsApp. Once connected, you will be prompted to fill in the details for the WhatsApp message.

Map the phone number field from HubSpot responses. Enter the template code name for the WhatsApp message. Specify the language code for the message.

This configuration will ensure that each new lead receives a personalized WhatsApp message, enhancing your communication efficiency.

5. Testing Your Automation Workflow

Finally, it’s crucial to test your entire automation setup in Pabbly Connect. Create a test lead using the designated HubSpot form. Fill in the required fields such as name, email, and mobile number, then submit the form.

After submission, return to Pabbly Connect and check if the webhook received the data correctly. If everything is set up properly, you should see the lead information populated in the Pabbly Connect workflow. Subsequently, a WhatsApp message will be sent to the lead’s number.

To verify, check the WhatsApp account associated with the test lead’s phone number. You should see the message sent as per the template you configured in Interact. This confirms that your automation is functioning perfectly.

Conclusion

By following these steps, you can successfully automate WhatsApp notifications for new leads created in HubSpot using Pabbly Connect. This integration not only streamlines your communication but also enhances your lead management process.