Hubspot Integration

Nga Tran 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:

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