Integrate WhatsApp and HubSpot with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp and HubSpot using Pabbly Connect for seamless communication. This detailed tutorial covers every step for effective automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard to create a new workflow.

Click on the Create Workflow button located at the top right corner. Name your workflow, for instance, ‘HubSpot to WhatsApp’, and click Create. This sets the stage for automating your WhatsApp notifications based on HubSpot form submissions.

2. Setting Up the Trigger in Pabbly Connect

The next step involves selecting the trigger application. In this case, choose HubSpot CRM as the trigger application. For the trigger event, select New Form Submission, which activates the workflow whenever a new form is submitted in HubSpot.

• Choose HubSpot CRM as the trigger application.
• Select the New Form Submission event.
• Copy the generated webhook URL.

After copying the webhook URL, navigate to your HubSpot account to set up the automation that will send data to Pabbly Connect. This is critical for establishing a connection between HubSpot and WhatsApp.

3. Configuring the HubSpot Workflow

In HubSpot, go to the Automation section and select Workflows. Click on the Create Workflow button and choose From Scratch. This allows you to set up a blank workflow that will trigger actions based on form submissions.

Set up the trigger by selecting Form Submission as the filter type. Choose any form submission and apply the filter. Next, add an action by clicking on the plus icon and selecting Send a Webhook. Paste the webhook URL you copied from Pabbly Connect into the webhook URL field.

4. Sending WhatsApp Messages via Pabbly Connect

After configuring HubSpot, return to Pabbly Connect to set up the action step. Select WhatsApp Cloud API as the action application and choose Send Template Message as the action event. This will enable you to send a WhatsApp message whenever a new lead submits a form.

Connect to your WhatsApp account by entering the necessary details such as token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp developer account. Once connected, select the message template you wish to use for notifications.

• Enter your WhatsApp token and phone number ID.
• Select the appropriate message template for notifications.
• Map the recipient’s mobile number and name from HubSpot data.

By mapping these details, you ensure that the WhatsApp message contains personalized information for each lead.

5. Testing the Integration

Now that you have set up the integration, it’s time to test it. Go back to your HubSpot form and submit a test lead with dummy details such as first name, last name, email, and phone number. This will trigger the workflow you created.

Return to Pabbly Connect to see if the webhook response has been captured successfully. If everything is set up correctly, you should see the lead’s details reflected in Pabbly Connect. This confirms that the integration between HubSpot and WhatsApp is functioning as expected.

Finally, check the WhatsApp account of the lead you submitted to verify that they received the notification message. If all steps were followed accurately, the lead should receive a message thanking them for their submission.

Conclusion

Integrating WhatsApp and HubSpot using Pabbly Connect allows businesses to automate lead notifications effectively. By following the steps outlined, you can ensure seamless communication with your leads through WhatsApp every time a form is submitted in HubSpot.