Question 1

How do I send a WhatsApp message when a HubSpot contact is created?

Accepted Answer

Use the HubSpot on contact created trigger and connect it to a WhatsApp send template message node. Map the contact phone number as the recipient and pull name fields into the template variables.

Question 2

Can WhatsApp conversations create HubSpot contacts?

Accepted Answer

Yes. Start with the WhatsApp receive message operation, then use the HubSpot create contact operation. You can first run search contacts to avoid duplicates and update an existing record instead.

Question 3

How do I log WhatsApp messages against a HubSpot contact?

Accepted Answer

After receiving a WhatsApp message, search HubSpot for a contact with that phone number, then use the create note activity operation to attach the message text to the contact timeline.

Question 4

Which HubSpot events can trigger a WhatsApp message?

Accepted Answer

The HubSpot node offers triggers for contact created, updated, and deleted, company created, deal created and updated, and ticket created. Any of these can start a workflow that sends a WhatsApp message.

Question 5

Do HubSpot-triggered messages need a WhatsApp template?

Accepted Answer

Business-initiated WhatsApp messages outside the 24-hour customer window require an approved template, so use the send template message operation. Replies inside an active conversation can use plain text.

Connect HubSpot and WhatsApp

HubSpot + WhatsApp automations

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HubSpot integration

WhatsApp integration

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