Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New WhatsApp Message Received

Triggers when a new message is received in WhatsApp, allowing you to log the interaction in HubSpot or trigger follow-up actions.
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WhatsApp Message Sent

Logs whenever a WhatsApp message is sent from HubSpot, providing a full history of communication with each contact.
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New Contact via WhatsApp

Adds a new contact in HubSpot when someone initiates a conversation on WhatsApp, ensuring new leads are captured and managed.
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Send Automated WhatsApp Message

Automatically sends a WhatsApp message in response to specific HubSpot actions, such as form submissions or deal updates.
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Update Contact Property Based on WhatsApp Activity

Adjusts contact properties in HubSpot based on WhatsApp interactions, such as marking a contact as “Engaged” after a message exchange.
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Trigger HubSpot Workflow from WhatsApp Message

Starts a HubSpot workflow whenever a certain type of WhatsApp message is received, such as inquiries about products or support.
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Create Task for Follow-Up After WhatsApp Message

Automatically generates a task in HubSpot for follow-up based on incoming WhatsApp messages, ensuring timely responses.
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Send Message Template in WhatsApp

Allows sending pre-defined WhatsApp message templates for quick responses or campaign announcements to customers.
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Add Contact to List Based on WhatsApp Interaction

Adds contacts to specific lists in HubSpot based on WhatsApp message engagement, aiding targeted marketing efforts.

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Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

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Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

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Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

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Boost your event marketing efforts with HubSpot Eventbrite Integration. Streamline processes and enhance attendee engagement for successful events.

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Discover how integrating Livestorm with HubSpot can enhance your webinar marketing efforts, enabling you to capture leads, nurture relationships, and drive attendance.

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Learn how integrating Salesmsg SMS with HubSpot can streamline your SMS marketing campaigns, enabling you to engage leads and customers effectively through personalized messaging.

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"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

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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.

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WhatsApp Business Messaging + HubSpot

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Enhance Customer Communication

Connect with customers via WhatsApp Business Messaging directly from HubSpot, ensuring faster, more personal communication.

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Automate Follow-Ups and Notifications

Use HubSpot workflows to automate WhatsApp messages, from follow-ups to personalized notifications, improving response rates.

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Track and Analyze Conversations

Sync WhatsApp interactions to HubSpot for streamlined tracking and analysis, helping to improve engagement and response strategies.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot WhatsApp Business Messaging Integration improve customer engagement?

The integration allows you to connect with customers through WhatsApp directly within HubSpot, providing fast, personalized communication for enhanced engagement.

Can I automate WhatsApp messages through HubSpot workflows?

Yes, you can use HubSpot workflows to automatically send WhatsApp messages, such as confirmations, follow-ups, or reminders based on specific triggers.

Is it possible to capture new leads from WhatsApp in HubSpot?

Absolutely. When a new contact messages your WhatsApp Business account, HubSpot can automatically add them as a new lead.

How are WhatsApp messages logged in HubSpot?

All WhatsApp interactions are recorded in the contactÂ’s timeline in HubSpot, providing a full communication history.

Can I use WhatsApp templates within HubSpot?

Yes, you can send pre-approved WhatsApp message templates directly from HubSpot, making it easier to communicate consistently with customers.

Does the integration support two-way messaging?

Yes, you can receive and send messages via WhatsApp in HubSpot, allowing real-time conversations.

Can I segment contacts based on WhatsApp interactions?

You can add contacts to specific lists based on their WhatsApp activity, enabling targeted campaigns based on engagement.

How can I track and analyze WhatsApp engagement in HubSpot?

WhatsApp interactions are logged in HubSpot, allowing you to measure engagement rates and optimize messaging strategies.

Is there an option to create support tickets for customer issues reported on WhatsApp?

Yes, customer inquiries on WhatsApp can automatically generate support tickets in HubSpot, ensuring efficient issue resolution.

Can I schedule WhatsApp messages from HubSpot?

While immediate responses can be automated, scheduled WhatsApp messages depend on approved templates and HubSpotÂ’s automation features.
The integration allows you to connect with customers through WhatsApp directly within HubSpot, providing fast, personalized communication for enhanced engagement.
Yes, you can use HubSpot workflows to automatically send WhatsApp messages, such as confirmations, follow-ups, or reminders based on specific triggers.
Absolutely. When a new contact messages your WhatsApp Business account, HubSpot can automatically add them as a new lead.
All WhatsApp interactions are recorded in the contactÂ’s timeline in HubSpot, providing a full communication history.
Yes, you can send pre-approved WhatsApp message templates directly from HubSpot, making it easier to communicate consistently with customers.
Yes, you can receive and send messages via WhatsApp in HubSpot, allowing real-time conversations.
You can add contacts to specific lists based on their WhatsApp activity, enabling targeted campaigns based on engagement.
WhatsApp interactions are logged in HubSpot, allowing you to measure engagement rates and optimize messaging strategies.
Yes, customer inquiries on WhatsApp can automatically generate support tickets in HubSpot, ensuring efficient issue resolution.
While immediate responses can be automated, scheduled WhatsApp messages depend on approved templates and HubSpotÂ’s automation features.

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