How to Send WhatsApp Messages When HubSpot Deal is Updated Using Pabbly Connect

Learn how to integrate HubSpot with WhatsApp to receive notifications when deals are updated using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To send WhatsApp messages when a HubSpot deal is updated, you first need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. If you are an existing user, click on the ‘Sign In’ button. New users can easily sign up in just a couple of minutes.

Once signed in, you will reach the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start a new integration. You will be prompted to name your workflow. For this tutorial, name it ‘WhatsApp Notification for HubSpot Deal Update’ and click on ‘Create’ to proceed.

2. Setting Up HubSpot as the Trigger Application

In the workflow setup, you need to define the trigger application. Select HubSpot as your trigger application in Pabbly Connect. The trigger event will be set to ‘Deal Updated’. This means that every time a deal is updated in HubSpot, the workflow will be activated.

• Select ‘HubSpot’ as the trigger application.
• Choose ‘Deal Updated’ as the trigger event.
• Click on ‘Connect’ to link your HubSpot account.

After connecting, Pabbly Connect will check for new updates every 10 minutes. This polling frequency ensures timely notifications for deal updates. Once connected, select the relevant output properties, such as the deal name, to be included in the notifications.

3. Formatting Date Information for WhatsApp Messages

After setting up HubSpot, the next step in Pabbly Connect is to format the date information. This is essential for creating a clear and concise WhatsApp message. Use the ‘DateTime Formatter’ feature in Pabbly Connect to format the date of the deal update.

Map the date information from the previous step into the DateTime Formatter. Set the desired date format (e.g., ‘MM/DD/YYYY’) to ensure that it appears correctly in the WhatsApp message. Click on ‘Save and Send Test Request’ to verify that the date is formatted correctly.

4. Sending WhatsApp Messages via Pabbly Connect

Now that the date is formatted, it’s time to send the WhatsApp message. Select the action application as ‘Interact’ in Pabbly Connect. The action event will be set to ‘Send WhatsApp Template Message’. This allows you to send a predefined message template to the specified phone number.

• Connect your Interact account to Pabbly Connect.
• Enter the phone number of the recipient (admin) in the appropriate field.
• Map the template code and body variables from previous steps.

Once all information is filled out, click on ‘Save and Send Test Request’. You should receive a WhatsApp message confirming that the deal has been updated.

5. Testing the Integration for Success

To ensure that the integration works correctly, make changes to a deal in HubSpot. Update the deal type and priority, then save the changes. Within the polling interval of 10 minutes, check your WhatsApp for the notification message sent via Pabbly Connect.

If everything is set up correctly, you will receive a WhatsApp message detailing the updated deal information. This confirms that your integration between HubSpot and WhatsApp via Pabbly Connect is successful. You can now automate this process to keep your team informed of important updates.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate HubSpot with WhatsApp for sending notifications when deals are updated. This integration streamlines communication and ensures timely updates for your team. Start using Pabbly Connect today to enhance your workflow automation.