Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp Cloud API with HubSpot CRM, you need to access Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Once there, sign in to your account using the “Sign In” option at the top right corner.

If you are a new user, click on “Sign Up for Free” to create an account and receive 100 free tasks monthly. After signing in, you will see all Pabbly applications. Click on Pabbly Connect to access the app dashboard where you can manage your workflows.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow to automate the process of adding WhatsApp leads to HubSpot. Click on “Create Workflow” and choose the “New Beta” workflow builder for a more flexible experience. Name your workflow, for example, “Turn WhatsApp Leads into HubSpot Contacts Automatically”.

  • Select the folder for your workflow, such as “WhatsApp Automations”.
  • Click on “Create” to finalize the workflow setup.

After creating the workflow, you need to set up the trigger application. In this case, select “WhatsApp Cloud API” as the trigger application and “Message Notification” as the trigger event. Click on “Connect” to proceed with the integration.

3. Connecting WhatsApp Cloud API to Pabbly Connect

This step involves connecting your WhatsApp Cloud API to Pabbly Connect using a webhook URL. Copy the webhook URL generated by Pabbly Connect and navigate to the Meta for Developers dashboard. Select your application and go to the WhatsApp configuration settings.

In the configuration settings, paste the webhook URL and enter the verify token from the Pabbly workflow. After pasting the URL, click on “Verify and Save”. This action will establish a connection between WhatsApp Cloud API and Pabbly Connect.

  • Toggle on the message setting in WhatsApp configuration.
  • Send a test message to confirm the connection.

After sending the test message, check your Pabbly workflow to see if the response has been captured successfully. This confirms that the connection setup is working correctly.

4. Adding HubSpot CRM as Action Application

Now that the WhatsApp connection is established, it’s time to add HubSpot CRM as the action application in Pabbly Connect. Click on “Add New Action Step” and select HubSpot from the action application options. Choose “Create a Contact” as the action event.

If you have an existing connection, select it; otherwise, click on “Add New Connection” to connect your HubSpot account to Pabbly Connect. After successful connection, you will need to map the incoming WhatsApp data to the required fields in HubSpot.

  • Map the first name, phone number, and message fields using the data captured from WhatsApp.
  • Ensure that you set default values for any optional fields you wish to leave empty.

Once all the required fields are filled, click on “Save and Send Test Request” to finalize the contact creation in HubSpot CRM.

5. Conclusion: Automating WhatsApp Leads to HubSpot with Pabbly Connect

In this tutorial, we successfully integrated WhatsApp Cloud API with HubSpot CRM using Pabbly Connect. The process involved setting up a trigger for incoming WhatsApp messages and creating contacts in HubSpot based on that data.

This powerful automation allows businesses to streamline their lead management processes efficiently. By using Pabbly Connect, you can ensure that every new WhatsApp lead is captured and organized in your HubSpot CRM without manual intervention.

To summarize, we created a workflow in Pabbly Connect, connected WhatsApp Cloud API, and added HubSpot CRM as an action application. This integration not only saves time but also enhances productivity in managing leads.