How To Import WhatsApp Chats
How To Add WhatsApp Number On Multiple Platforms To Boost Your Lead Generation
How should I choose a phone number for WhatsApp?
Steps to use phone number that has been registered with Whatsapp Business before
How do I scan the QR Code on WATI Trial?
Can you call the Whatsapp number, that's already registered to use Whatsapp Business API?
How can I create a QR Code for my WhatsApp Number?
Can I get Green Tick Verification on my Personal Number?
What are the limitations of using WhatsApp Business APIs?
Approve Messaging On-Behalf-Of your brand
How do I get Green Tick Verification for my business?
How long does it take to get approved for WhatsApp Business APIs?
What is the process to get approval for WhatsApp Business APIs?
Creating click to chat link
Facebook Business Manager ID
Embedded Sign Up
Facebook Business Verification
Why is Facebook Business Verification required?
What if the 'Start Verification' button is greyed?
How to check whether your business is verified?
What are the steps to get Facebook Business Verification?
What documents are required for Facebook Business Verification?
How can I contact Facebook Team for Business Verification Issues?
2021.03.1 - Releasing on Apr 2021
2021.02.1 - Released on Mar 2021
2021.01.1 - Released on Feb 2021
2020.12.1 - Released on Jan 2021
2020.11.1 - Released on Dec 2020
2020.10.1 - Released on Oct 2020
2020.09.1 - Released on Sept 2020
2020.08.1 - Released on Aug 2020
2020.07.1 - Released on July 2020
2020.06.1 - Released on May 2020
2020.05.1 - Released on May 2020
2020.04.1 - Released on Apr 2020
Types of Messages
What are template formatting rules?
What is the difference between template message and session message?
What is the max numbers of template message submission?
What is a template message?
Could I attach a PDF or image into a template message?
WATI CRM & APIs
What is the pricing for WATI CRMs & APIs?
What are the costs for sending messages?
How much is the setup cost for WATI CRM & APIs?
WhatsApp API Gateway
APIs & Integrations
Where can I find the documentation for WhatsApp Business APIs?
Key Differences Between WATI CRM and WATI WhatsApp API Gateway
Does WATI support Dialogflow Integration?
How can I send WhatsApp Message from Zoho CRM?
What if I need access to more APIs?
Where can I find WATI API Documentation?
Can I send OTP on WhatsApp?
How can I add webhooks using WATI or WhatsApp API Gateway?
Team Inbox on WATI
How to change the topic name on chat?
What happens if someone you blocked messages you again?
How to use quick replies/canned replies?
What features does WATI Team Inbox offer?
How to start a new Chat?
How to add contact to Favorite?
How to add custom parameters?
How to download chats from WATI?
How to search and filter chats?
Automation - Building a chatbot
What features are available in advance flow builder
Advance flow builder: Update Attribute
Advance flow builder: Template
How to use Conditions for Flowbuilder
What and how to access Flow Builder?
Advance flow builder: Setup Assign Agent / Assign Team
How to use Questions for Flowbuilder
Advance flow builder: Setup Subscribe or Unsubscribe
Advance flow builder: Webhook
How to build a flow
Broadcast Messaging & Templates
How do I edit, delete or cancel a scheduled broadcast?
What is a Broadcast History?
What is a broadcast?
How do I add a new Broadcast?
Tips to send personalized media content broadcast to each number
How to send message to someone who is not in the Contact List?
Is there a limit of broadcast messages?
How can I search and filter Broadcasts?
Where can I see Broadcast Statistics & SMS Fallback?
What are the supported languages for template update?
How to avoid template message rejection?
What are the category values of Template Message?
How to export and import template messages from one environment to a new environment?
How to add buttons with template messages?
How do I create a Template Message?
What are actions in Template Messages Page?
Personalization & Account Management
How to view, search and delete operator?
Log Operators Out From Current Active Sessions
Detail Access Menu of each Roles
How do I add more agents to my account?
How to add team and assign operator to team?
Account & Billing
How do I unsubscribe from WATI?
How can I download the past invoices?
What are the working hours for WATI Support Team?
How can I manage the billing and payment methods?
Personalize your account
Dashboard and Reports
Terms, Privacy & Security
Updated by Nga Tran
Send WhatsApp Message from HubSpot
In order to send automated WhatsApp messages using HubSpot Integration, you will need to meet the following conditions:
- You must be HubSpot user.
- You will need to create Workflow to send automated WhatsApp message from HubSpot, and your HubSpot account must have one of following roles to see Workflow feature:
+ HubSpot Sales Professional (please refer to the link for detail price: https://www.hubspot.com/pricing/sales?term=annual&edition=starter)
+ HubSpot Marketing Professional (please refer to the link for detail price: https://www.hubspot.com/pricing/marketing?term=annual&edition=starter)
+ HubSpot Service Professional (please refer to the link for detail price: https://www.hubspot.com/pricing/service?term=annual&edition=starter)
+ Or if you have not have above Professional plans, you can refer to step 2 below to create HubSpot Test Account to try our integration feature first.
- You will need to have a WhatsApp Business API: there are some providers who have integration with HubSpot, and one of them is our company: Clare.ai. If you choose us, you will be supported with very simple and effective way to send Whatsapp Message using HubSpot Integration.
Step by Step Guide
1. Create HubSpot Account by access the link: https://www.hubspot.com/products/get-started, click on Get Started Free button to create new account:
And following is screen for you to create new account in HubSpot:
Please key-in: First Name, Last Name, Email Address, click on the checkbox and click Next button.
After some confirmations, HubSpot will send you an email to activate your account:
Click to Confirm email address button, it will go to page for you to create your password and Finish Sign Up.
2. Create HubSpot Test Account.
Please create developer and test account by the link: https://developers.hubspot.com/get-started (click Create app developer account button):
System will allow you to existing account you just created in step1:
or can click to Create account with a new user:
After done registration, Developer Home page will be displayed, please click to Create a test Account panel:
Then click this button:
Input your app test account name:
3. Login to WATI: go to Integration module, choose HubSpot and click Install App button.
4. Select your test account to install app:
And Click the “connect app” button.
If the app is successfully installed, it will be redirected to WATI.
5. Go to HubSpot on new tab and choose your test account:
The following page will be displayed:
Choose Automation menu -> Workflows: Click Create WorkFlow button and name your workflow here:
6. Set Enrollment triggers:
And choose Contact properties = First Name then input value, click Apply Filter
And Save button:
7. Select action of the app:
8. Fill out the form with correct information (you can refer to the help description by move mouse over to i icon):
You can find the parameter names beside the template name in the curly bracket.
And save and checkout the result inserted by you:
9. Turn on your Workflow by click Review button:
If you have no enrolled contact, you can create new one that have first name “anna” to trigger your workflow.
10. And following is message sent to WhatsApp: