How to Send WhatsApp Messages for New HubSpot Products Using Pabbly Connect

Learn how to send WhatsApp messages for new HubSpot products using Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and WhatsApp Integration

To send WhatsApp messages for new HubSpot products, start by accessing Pabbly Connect. First, sign in to your Pabbly Connect account. Once logged in, you will see the dashboard where you can manage your workflows.

Click on the blue ‘Create Workflow’ button located on the right side. Name your workflow, for example, ‘Send WhatsApp Message for New HubSpot Product’, and click ‘Create’. This will set up a blank workflow ready for automation.

2. Setting HubSpot as the Trigger in Pabbly Connect

In this section, you’ll set HubSpot as the trigger application in Pabbly Connect. Select HubSpot from the application list and choose the event ‘New Product Added’. This will trigger the workflow whenever a new product is created in your HubSpot account.

Next, connect your HubSpot account to Pabbly Connect. Click ‘Add New Connection’, select your HubSpot account, and authorize the connection. Now, you can specify the output properties you want, such as product name, price, and description.

• Select the output properties you need.
• Click ‘Save and Send Test Request’ to fetch the new product data.

After fetching the data, you will see the details of the newly created product. This is essential for the next steps where you will send the WhatsApp message.

3. Fetching Contacts from HubSpot

Now that you have set up the trigger, the next step in Pabbly Connect is to fetch the contacts from HubSpot. Again, select HubSpot as the application and choose the event ‘Get All Contacts’. This will retrieve all the contacts stored in your HubSpot account.

Click ‘Save and Send Test Request’ to get the list of contacts. Since WhatsApp messages can only be sent to one contact at a time, you will use the iterator function in Pabbly Connect to simplify the response. This ensures that each contact can be processed individually for message sending.

• Use the iterator to handle the array response of contacts.
• Click ‘Save and Send Test Request’ to confirm the setup.

Once the iterator is set, you will be able to process each contact one by one for sending messages.

4. Searching for Contact Details in HubSpot

The next step in your Pabbly Connect workflow is to search for the specific contact details. Again, select HubSpot as the application and choose the event ‘Search Contact’. This allows you to find the contact’s phone number based on the record ID obtained from the iterator.

Connect to your existing HubSpot connection and fill in the required details. Map the record ID from the iterator to search for the contact. Click ‘Save and Send Test Request’ to retrieve the contact’s phone number, which will be used for sending the WhatsApp message.

You will now have access to the necessary contact information, including their phone number, which is crucial for the next step of sending the WhatsApp message.

5. Sending WhatsApp Messages Using Pabbly Connect

In this final step, you will use Pabbly Connect to send the WhatsApp message. Select the application ‘Interact’ and choose the event ‘Send Template Message’. This is where the actual WhatsApp message will be sent to the contact.

Connect to your Interact account by entering the secret key obtained from the developer settings. Fill in the required fields: country code, phone number, and the message template. Map the product details from the previous steps into the message template.

Enter the country code and phone number of the contact. Map the product name, price, and any other details into the message body.

After completing these steps, click ‘Save and Send Test Request’. You will see a response indicating that the message is queued for sending. Check your WhatsApp to see the message delivered successfully.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending WhatsApp messages for new HubSpot products. This integration allows you to keep your customers informed instantly whenever a new product is launched, enhancing customer engagement and satisfaction.