Automatically send WhatsApp messages from Hubspot Workflow

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Use-case of Hubspot and WhatsApp integration

Company X is a B2B software firm that offers SaaS products to its clients, and they use Hubspot as their CRM platform. Company X has a large customer base, and their sales team spends a lot of time communicating with clients via WhatsApp. Sales agents each time switch between tabs or open WhatsApp mobile app in order to connect with their customers. 

However, the sales team has noticed that sometimes they forget to send follow-ups, chats with clients are lost, and there is a mess in WhatsApp conversations, and they are looking for a way to streamline sales via Whatsapp.

To address this challenge, Company X decides to integrate WhatsApp with their Hubspot CRM. This integration allows the sales team to send and receive messages on WhatsApp directly from their Hubspot CRM platform and also store WhatsApp chats in Hubspot in each Contact/ Deal activity feed. The sales team can now communicate with their clients on a channel that they are comfortable using and get in touch with them more quickly.

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Here is an example of how this integration can be useful:

A customer has a query about a new product that Company X has launched. The customer visits the product page on the Company X website and fills out a contact form. The sales team receives instant notification in their Hubspot CRM platform. The sales team can initiate a chat with the customer on WhatsApp right from the Hubspot platform. The customer receives the message on their WhatsApp account and responds immediately, and the sales team can track the conversation and follow up with the customer until the query is resolved. 

Also, it is possible to further improve and automate the communication process and send automatic messages based on the trigger in Hubspot, for example, when a new Deal is created, or a stage in the pipeline is updated, etc.

In this way, the Hubspot and WhatsApp integration streamlines communication and helps Company X’s sales team to reach their customers more easily and quickly, improving customer satisfaction and increasing sales.

Learn more about Hubspot and WhatsApp integration via TimelinesAI.


Sending automated messages on WhatsApp from Hubspot workflows

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If you’re looking for a way to improve your communication with customers and leads, sending automated messages on WhatsApp from HubSpot workflows is a great solution. With such integration, you can easily send messages to your contacts and keep them engaged with your brand.

Here’s a step-by-step guide on how to set up this integration.

Step 1: Connect HubSpot and WhatsApp via TimelinesAI

To start sending automated messages on WhatsApp from HubSpot workflows, you need to connect your HubSpot account with WhatsApp. You can use a third-party integration such as TimelinesAI to connect the two platforms.

Step 2: Create a HubSpot workflow

You can create a HubSpot workflow that triggers the message to be sent.

In HubSpot, go to Workflows and click on “Create workflow.” Choose a workflow type that’s appropriate for your campaign and set the trigger conditions. 

Step 4: Set up the WhatsApp action

In your workflow, add a new action that sends a WhatsApp message. Choose the WhatsApp integration you previously set up and create the message you want to use. You can also customize the message with information from the contact’s record in HubSpot, such as their name or company.

Step 5: Test and publish the workflow

You can test the WhatsApp message by triggering the workflow manually for a test contact.

Once you’re satisfied with the workflow, publish it to start sending automated messages on WhatsApp from HubSpot. Learn more on Hubspot Workflows and WhatsApp integration via TimelinesAI.

Sending automated messages on WhatsApp from HubSpot workflows is a powerful way to engage with your customers and leads. By automating your messaging, you can save time and improve the efficiency of your communication.

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