Looking for a way to streamline your communication process and stay updated on new deals in HubSpot? Look no further! This efficient automation is here to save the day.
Whenever a new deal is created, it seamlessly sends a WhatsApp message containing all the relevant deal information. Say goodbye to the hassle of manually notifying team members or missing out on important updates.
Whether you're a sales professional wanting to keep everyone in the loop or a business owner seeking real-time deal notifications, this automation has got you covered. Stay connected and informed without any extra effort. With this automation in place, you can focus on nurturing leads and closing deals while ensuring timely communication.
Let’s set it up!
Click the “Try it” button at the top of this page to get this Autobook saved.
You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Whatsapp and HubSpot.
To be able to get a message, you need to authenticate WhatsApp by sending a message to Bardeen at +1 (707) 267-2626. Simply type anything you want and you will be authenticated.
Bardeen will then prompt you to enter a phone number to send the WhatsApp message.
Make sure the automation is activated (toggled on).
The automation will trigger when a new deal is created in HubSpot.
Bardeen will send information like HubSpot deal name, deal stage, deal amount, close date and the link to the HubSpot deal as a WhatsApp message to the phone number you specified and authenticated in Step #1.
💪 Pro Tip: Pair this automation with our other playbooks like Generate summary and action items from meeting notes using OpenAI and send Whatsapp message or Get summary of current page using OpenAI and send it to Whatsapp to save time on your manual tasks!
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!