Learn how to automate sending WhatsApp messages to new HubSpot contacts using Pabbly Connect. Follow our detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and WhatsApp Integration

To begin the integration process, you must first access Pabbly Connect. This platform allows you to automate sending WhatsApp messages to new contacts added in HubSpot. Start by visiting the Pabbly Connect dashboard, which can be accessed through the link provided in the description.

If you do not have an account yet, click on the ‘Sign Up Free’ button to create one. Once registered, log in to your Pabbly Connect account to reach the dashboard. From here, you can create a new workflow to set up the automation.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, a suitable name would be ‘HubSpot to WhatsApp Automation.’ After naming, click on the ‘Create’ button to proceed.

  • Click on ‘Create Workflow’ to start.
  • Name your workflow appropriately.
  • Select ‘HubSpot CRM’ as the trigger application.

Once your workflow page is loaded, you will see options for setting up the trigger and action. The trigger will be the addition of a new contact in HubSpot, and the action will be sending a WhatsApp message to that contact automatically.

3. Setting Up the Trigger for New HubSpot Contacts

In the trigger section of Pabbly Connect, select ‘HubSpot CRM’ as the application. For the trigger event, choose ‘New Contact Added.’ This setup ensures that every time a new contact is added in HubSpot, the workflow will activate.

Next, click on the ‘Connect’ button and select ‘Add New Connection.’ You will need to enter your HubSpot API key, which can be found in the integrations section of your HubSpot account. Once connected, you can choose the output properties you want to fetch, such as the contact’s name and WhatsApp number.

4. Sending WhatsApp Messages Using Cloud API

After setting up the trigger, you will need to add the action step. Search for ‘WhatsApp Cloud API’ in the action section of Pabbly Connect. This API allows you to send messages directly to WhatsApp numbers using templates. Select ‘Send Template Message’ as the action event.

  • Connect to WhatsApp Cloud API using your business number.
  • Provide the necessary credentials, including the permanent access token.
  • Map the WhatsApp number and body fields in the template.

To complete the setup, you will need to select a pre-approved message template and map the recipient’s WhatsApp number and name. Once everything is configured, you can test the connection to ensure that WhatsApp messages are sent successfully whenever a new contact is added in HubSpot.

5. Testing the Automation Workflow

After completing the setup, it’s crucial to test the workflow. You can do this by adding a new contact in HubSpot and checking if the WhatsApp message is sent. For instance, if you add a contact named John Nash with a WhatsApp number, the workflow should trigger and send a message automatically.

Once you have confirmed that the message has been sent, you can rest assured that your Pabbly Connect automation is functioning correctly. This integration not only saves time but also enhances communication with new contacts.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to new HubSpot contacts. This integration streamlines communication and enhances your customer relationship management. By following these steps, you can set up your own automation effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.