Learn how to integrate WhatsApp with HubSpot using Pabbly Connect to send automated messages to new HubSpot records. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To begin the integration process, you need to access Pabbly Connect. This platform allows you to connect various applications, including WhatsApp and HubSpot, seamlessly. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can create one quickly.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow for your integration. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘HubSpot to WhatsApp’. This naming will help you identify your integration later.

2. Creating a HubSpot Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. The trigger will be based on new contacts being added to HubSpot. Select HubSpot as your trigger application and choose the event ‘New Contact Added’. This event will initiate the workflow whenever a new contact is created in HubSpot.

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

To connect HubSpot, you will need to provide your API key. This key can be found in your HubSpot account settings under the API section. Copy the API key and paste it into the Pabbly Connect interface. Once connected, save the settings to proceed with the integration.

3. Sending WhatsApp Messages via Chat API

After setting up the trigger in Pabbly Connect, the next step involves sending WhatsApp messages using the Chat API. Select Chat API as your action application and choose the option to send a message. This integration will allow you to send automated WhatsApp messages to the contacts added in HubSpot.

To configure the Chat API, you will need to enter your API URL and token, which you can obtain from your Chat API account. Make sure to authenticate your Chat API status before proceeding. This ensures that your connection is secure and operational.

  • Input your Chat API URL and token in the respective fields.
  • Map the phone number and message fields to include the contact details from HubSpot.
  • Craft a personalized message that will be sent via WhatsApp.

Once you have set up the message details, save your configuration. This will finalize the action setup in Pabbly Connect for sending WhatsApp messages whenever a new HubSpot contact is added.

4. Testing the Integration Workflow

To ensure that your integration works correctly, you need to test the workflow created in Pabbly Connect. Begin by creating a new contact in your HubSpot account. Fill in the necessary details such as name, email, and phone number. Make sure to format the phone number correctly to include the country code.

After creating the contact, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will trigger the workflow and send a WhatsApp message to the newly created contact. Monitor the response to confirm if the message was successfully sent.

If the message is received in WhatsApp, your integration is functioning correctly. You can further customize the message format in Pabbly Connect to enhance the communication experience for your contacts.

5. Conclusion: Automate Your HubSpot and WhatsApp Integration

In this tutorial, we explored how to use Pabbly Connect to integrate WhatsApp with HubSpot, enabling automated message sending to new contacts. By following the steps outlined, you can easily set up this integration without any coding knowledge.

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

Utilizing Pabbly Connect not only streamlines your communication process but also enhances your customer engagement. Start automating your workflows today for a more efficient business operation!