Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Created

This trigger activates when a new contact is created in HubSpot, allowing you to automate actions or workflows to send WhatsApp messages based on contact creation events.
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Contact Updated

Activated when a contact is updated or modified in HubSpot, enabling you to synchronize contact data with Send WhatsApp Message and trigger subsequent actions or processes based on contact updates.
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New Deal Closed

Triggered when a new deal is closed in HubSpot, allowing you to automate messaging workflows or send notifications through WhatsApp to notify contacts about deal closures.
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Deal Stage Updated

This trigger activates when the stage of a deal is updated in HubSpot, enabling you to send targeted messages or notifications through WhatsApp based on deal stage changes.
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New Task Assigned

Triggered when a new task is assigned in HubSpot, allowing you to automate messaging workflows or send reminders through WhatsApp to notify contacts about assigned tasks.
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Task Completed

This trigger activates when a task is completed in HubSpot, enabling you to send confirmation messages or notifications through WhatsApp to notify contacts about completed tasks.
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New Form Submission

Triggered when a new form submission is recorded in HubSpot, allowing you to automate messaging workflows or send follow-up messages through WhatsApp to contacts who submit forms.
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Form Field Updated

Activated when a form field is updated or modified in HubSpot, enabling you to trigger messaging workflows or send personalized messages through WhatsApp based on form field changes.
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New Email Clicked

Triggered when a contact clicks on a link in an email in HubSpot, allowing you to automate messaging workflows or send targeted messages through WhatsApp based on email interactions.

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Sheet Director

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Streamline data management and automate workflows by integrating Sheet Director with HubSpot, enabling you to sync data between Google Sheets and HubSpot effortlessly.

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Jira

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Streamline project management and collaboration by integrating Jira with HubSpot, enabling you to sync tasks, issues, and projects seamlessly between platforms.

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Asana by ConnectIn

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Simplify task management and improve project collaboration with Asana by ConnectIn integrated with HubSpot. Discover how our integration solutions can optimize your workflow.

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PDF CreateMate

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Simplify document management and improve workflow efficiency with PDF CreateMate integrated with HubSpot. Discover how our integration solutions can streamline processes.

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Kiflo PRM

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Optimize partner relationship management and drive channel sales by integrating Kiflo PRM with HubSpot, enabling you to onboard, manage, and track partner activities seamlessly within your CRM platform.

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Contacts+

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Enhance your contact management capabilities and improve relationships by integrating Contacts+ with HubSpot, enabling you to access enriched contact data and streamline communication.

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PartnerStack

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Optimize your partner management processes and drive channel growth by integrating PartnerStack with HubSpot, enabling you to manage partnerships, track referrals, and reward advocates effectively.

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ApiX-Drive

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Streamline document management and improve collaboration by integrating ApiX-Drive with HubSpot, enabling you to store, share, and access files securely within your CRM platform.

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Equals

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Streamline expense management and improve financial visibility by integrating Equals with HubSpot, enabling you to sync expenses, track budgets, and analyze spending patterns.

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Nvoip

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Enhance call management and improve customer interactions by integrating Nvoip with HubSpot, enabling you to track calls, capture leads, and streamline communication seamlessly.

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Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Send Whatsapp Message logo

Send Whatsapp Message + HubSpot

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Direct Messaging Channel

Integrate HubSpot with Send WhatsApp Message to communicate with leads and customers directly through WhatsApp, enhancing engagement and providing personalized interactions.

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Instant Communication

Send instant messages and notifications to contacts through WhatsApp using HubSpot, enabling timely responses and enhancing customer satisfaction.

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Automated Messaging Workflows

Set up automated messaging workflows based on customer interactions and events in HubSpot, allowing for personalized and targeted communication strategies.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Send WhatsApp Message Integration enhance customer communication?

The integration allows you to communicate with leads and customers directly through WhatsApp, enhancing engagement and providing personalized interactions for improved customer satisfaction.

Can I send instant messages and notifications using the integration?

Yes, you can send instant messages and notifications to contacts through WhatsApp using HubSpot, enabling timely responses and enhancing communication efficiency.

How can I set up automated messaging workflows with the integration?

You can set up automated messaging workflows based on customer interactions and events in HubSpot, allowing for personalized and targeted communication strategies to nurture leads and drive conversions.

What types of triggers and actions are available with the HubSpot Send WhatsApp Message Integration?

Triggers and actions include contact and deal management, task tracking, form submissions, email interactions, enabling comprehensive automation and communication between HubSpot and Send WhatsApp Message.

Can I personalize messages based on customer interactions?

Yes, you can personalize messages and notifications through WhatsApp based on various customer interactions such as contact creation, deal closures, task assignments, form submissions, and email engagements.

How does the integration benefit customer engagement?

By providing direct communication through WhatsApp, the integration enhances customer engagement by enabling instant messaging, personalized interactions, and timely notifications to keep customers informed and engaged.

Is it possible to send targeted messages based on deal stages?

Yes, you can send targeted messages or notifications through WhatsApp based on changes in deal stages, allowing you to provide relevant updates and information to contacts throughout the sales process.

Can I automate follow-up messages based on form submissions?

Yes, you can automate messaging workflows to send follow-up messages through WhatsApp to contacts who submit forms, enabling timely follow-up and engagement with leads who express interest.

How does the integration ensure timely communication with contacts?

By automating messaging workflows and notifications based on various triggers and events in HubSpot, the integration ensures timely communication with contacts through WhatsApp, improving responsiveness and customer satisfaction.

Can I track customer interactions and engagement using the integration?

Yes, the integration allows you to track customer interactions and engagement such as email opens, link clicks, form submissions, and deal closures, enabling better understanding of customer behavior and preferences for more targeted communication strategies.
The integration allows you to communicate with leads and customers directly through WhatsApp, enhancing engagement and providing personalized interactions for improved customer satisfaction.
Yes, you can send instant messages and notifications to contacts through WhatsApp using HubSpot, enabling timely responses and enhancing communication efficiency.
You can set up automated messaging workflows based on customer interactions and events in HubSpot, allowing for personalized and targeted communication strategies to nurture leads and drive conversions.
Triggers and actions include contact and deal management, task tracking, form submissions, email interactions, enabling comprehensive automation and communication between HubSpot and Send WhatsApp Message.
Yes, you can personalize messages and notifications through WhatsApp based on various customer interactions such as contact creation, deal closures, task assignments, form submissions, and email engagements.
By providing direct communication through WhatsApp, the integration enhances customer engagement by enabling instant messaging, personalized interactions, and timely notifications to keep customers informed and engaged.
Yes, you can send targeted messages or notifications through WhatsApp based on changes in deal stages, allowing you to provide relevant updates and information to contacts throughout the sales process.
Yes, you can automate messaging workflows to send follow-up messages through WhatsApp to contacts who submit forms, enabling timely follow-up and engagement with leads who express interest.
By automating messaging workflows and notifications based on various triggers and events in HubSpot, the integration ensures timely communication with contacts through WhatsApp, improving responsiveness and customer satisfaction.
Yes, the integration allows you to track customer interactions and engagement such as email opens, link clicks, form submissions, and deal closures, enabling better understanding of customer behavior and preferences for more targeted communication strategies.

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