Summary
Want to send automated WhatsApp messages directly from HubSpot? This guide shows you how to connect your HubSpot account with Wati to create WhatsApp workflows. You'll need a HubSpot Professional plan (or higher) and a Wati account with WhatsApp Business API access.
Instructions
Prerequisites
Before you begin, make sure you have:
A HubSpot Professional plan (or higher) for Sales, Marketing, or Service
A Wati account with WhatsApp Business API access
Step-by-Step Setup Guide
1. Set Up Your HubSpot Account
2. Connect Wati to HubSpot
Log in to your Wati account
Go to Integrations > HubSpot
Click Install App
Select your HubSpot account
Click Connect App
You'll be redirected back to Wati when successful
3. Create Your WhatsApp Workflow in HubSpot
Open HubSpot in a new tab
Go to Automation > Workflows
Click Create Workflow
Name your workflow (e.g., "WhatsApp Welcome Message")
4. Set Up Workflow Triggers
Under Enrollment triggers, select Contact properties
Choose First Name as your property
Enter a test value (e.g., "Anna")
Click Apply Filter
Click Save
5. Select Action and Configure WhatsApp Message
Select Send WhatsApp Message as your action
Fill in the message template:
Use the "i" icons for help with each field
Insert variables using Contact tokens (e.g.,
{first_name})
Preview and confirm your message
Click Save
6. Turn on Your Workflow
Click Review
Turn on the workflow toggle
If you don’t have any matches, test by creating a contact that matches your trigger (e.g., named "Anna")
Check WhatsApp to confirm the message was sent
Not sure how to create contacts in Hubspot? Follow this guide to learn how.
Frequently Asked Questions (FAQs)
Account Requirements
1. Why do I need a HubSpot Professional plan?
→ The WhatsApp integration requires workflow automation features only available in Professional and higher plans. Starter plans don't include this functionality.
2. Can I use a free Wati account for this integration?
→ No, you need a Wati account with WhatsApp Business API access. Their pricing plans start with paid options.
3. What if I only have HubSpot Marketing Professional but not Sales?
→ The integration works with any Professional plan (Marketing, Sales, or Service). You just need one Professional-tier subscription.
Setup Process
4. How do I know if the Wati-HubSpot connection worked?
→ After clicking Connect App, you should be automatically redirected back to Wati. You can also check HubSpot's Connected Apps section.
5. Can I use other contact properties besides First Name as a trigger?
→ Yes! While we used First Name as an example, you can choose any contact property in your workflow triggers.
6. What should I do if the "Install App" button isn't showing in Wati?
→ Make sure you're logged in with an admin account and have WhatsApp API access enabled. If it still doesn't appear, contact Wati support.
Message Configuration
7. How do I personalize WhatsApp messages?
→ Use Contact tokens like ##{{first_name}} in your message template. These will automatically fill with each contact's information.
8. Can I send images or documents through this integration?
→ The basic setup handles text messages. For media attachments, you'll need to configure additional parameters in your workflow action.
9. What's the maximum message length I can send?
→ WhatsApp limits messages to 4096 characters, but we recommend keeping messages concise (under 300 characters) for better engagement.
10. Why am I seeing the error “Check your template, it cannot have typos or blank text” when sending a template message via HubSpot?
→ This error usually appears when the template parameters are not formatted correctly. HubSpot requires the parameters to follow a specific structure to avoid typos or blank fields.
Please make sure that:
Each parameter is separated by a comma followed by a space
There are no typos or missing values
The formatting matches the structure defined in your template model
✅ Correct examples:
→ In the example below, parameters are separated by commas and a blank space.
name: Test123, amount: 123, quantity: 300
→ In the example below, each parameter is on a new line, still separated by commas and spaces.
name: Test123, amount: 123, quantity: 300
❌ Incorrect example:
→ In the example below, there are no spaces after the commas. This format will trigger the error.
name:Test123,amount:123,quantity:300