Integrating WhatsApp with HubSpot Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with HubSpot using Pabbly Connect. This tutorial provides a detailed step-by-step guide for sending WhatsApp messages to HubSpot records. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Connect product section. This is where you will create the workflow that connects WhatsApp and HubSpot.

Once on the Pabbly Connect dashboard, you can sign in or create a new account. After signing in, click on the ‘Create Workflow’ button to start setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that will automate sending WhatsApp messages to HubSpot records. To do this, click on ‘Create Workflow’ and name your workflow, for example, ‘HubSpot to WhatsApp’.

After naming your workflow, you will see two windows: the Trigger window and the Action window. The Trigger window is where you will define the event that initiates the workflow. Here are the steps to follow:

• Select HubSpot as the trigger application.
• Choose the trigger event as ‘New Contact Added’.
• Click on the connect button to link your HubSpot account with Pabbly Connect.

After completing these steps, you will have successfully set up the trigger for your workflow.

3. Connecting HubSpot with Pabbly Connect

To connect HubSpot with Pabbly Connect, you will need to provide your HubSpot API key. Navigate to your HubSpot account settings, find the API key section, and copy your API key. Then, return to Pabbly Connect and paste the API key into the appropriate field.

Once you have pasted the API key, click ‘Save and Send Test Request’. This action will verify that the connection between HubSpot and Pabbly Connect is successful. You should see confirmation that the new contact details have been retrieved.

4. Setting Up Chat API for WhatsApp Messaging

Next, we will set up the Chat API in Pabbly Connect to send WhatsApp messages. First, select Chat API as the action application. Choose the action event as ‘Send Message’. You will need to authenticate this connection by providing the API URL and token from your Chat API account.

To obtain these details, log into your Chat API account, copy the API URL, and the token. Paste these into the respective fields in Pabbly Connect. Make sure to click ‘Save’ after entering the information. This ensures that Pabbly Connect can communicate with the Chat API.

5. Sending WhatsApp Messages to HubSpot Records

Now that both HubSpot and Chat API are connected through Pabbly Connect, you can set up the message that will be sent to new contacts. In the message field, you can customize your WhatsApp message. For example, use a template like ‘Hello [First Name] [Last Name], you have been added as a subscriber!’.

After customizing your message, map the fields from HubSpot to ensure the correct information is sent. Finally, click ‘Save and Send Test Request’ to send a test message to WhatsApp. Check your WhatsApp to confirm that the message has been received correctly.

Conclusion

This tutorial provides a detailed guide on how to integrate WhatsApp with HubSpot using Pabbly Connect. By following these steps, you can automate the process of sending WhatsApp messages to newly created HubSpot records, enhancing your communication efficiency.