playbook Template

Send Whatsapp notification when a HubSpot contact is created.

This workflow instantly sends a WhatsApp message when a new contact is added to HubSpot, keeping teams updated.
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When HubSpot Contact is created
When HubSpot Contact is created
Send WhatsApp message
Send WhatsApp message

How does this playbook work?

This workflow instantly sends a WhatsApp message when a new contact is added to HubSpot, keeping teams updated.
  • HubSpot account details
  • WhatsApp receiver information
  • WhatsApp notification for new HubSpot contact

This automation sends a WhatsApp message notification whenever a new contact is added to HubSpot.

The process begins by monitoring your HubSpot account for the creation of new contacts. Once a new contact is detected, a WhatsApp message is automatically sent to the specified receiver. The message includes the name and email of the new contact, keeping you informed in real-time. This is particularly useful for:

  • Sales teams needing immediate updates on new leads
  • CRM managers wanting to stay on top of new entries
Note: Bardeen supports integrations with various CRM platforms and messaging services, allowing for tailored notifications across different channels.

By automating this notification process, users can ensure they never miss an opportunity to follow up on new contacts promptly.

Step 1: Install the Bardeen App

To start, ensure you have the Bardeen app installed on your device.

Step 2: Navigate to the Magic Box

With the app installed, go to the Magic Box and input the following prompt:

When new Contact in Hubspot, Send Whatsapp notification

Step 3: Integrate the Workflow Integrations

Next, set up the necessary integrations for the workflow. This includes HubSpot for tracking new contacts and WhatsApp for sending notifications.

Step 4: Run the Workflow

To complete the setup, run the workflow. The workflow operates as follows:

  • Activates when a new contact is added to HubSpot, ensuring immediate notification.
  • A WhatsApp message will be sent with the new contact's details, including their name and email address.
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How to Automatically Notify Your Team via WhatsApp for Every New HubSpot Contact

Seamless HubSpot WhatsApp Integration for Efficient Communication

Integrating WhatsApp with HubSpot opens a new avenue for businesses to streamline communication and enhance customer engagement. This integration allows for automated notifications and personalized messaging directly through WhatsApp, leveraging the world's most popular messaging platform. With over two billion monthly active users, WhatsApp provides a familiar and accessible channel for customers to interact with brands. By connecting your WhatsApp Business account to HubSpot, you can manage all your messages from a shared inbox, ensuring no customer query goes unnoticed. This setup is ideal for sales teams and CRM managers who require immediate updates on new leads or contacts.

To automate the process of sending WhatsApp notifications when a new contact is created in HubSpot, consider using Bardeen. This tool can significantly enhance your productivity by automating repetitive tasks.

Connecting WhatsApp to HubSpot: A Step-by-Step Guide

Connecting your WhatsApp Business account to HubSpot is straightforward. Before starting, ensure you have the Professional or Enterprise versions of Marketing Hub or Service Hub, a WhatsApp business account, and a verified Meta Business Manager. The process involves navigating to the 'Inbox' settings in your HubSpot account and selecting 'Connect a channel'. Choose WhatsApp and follow the prompts to link your accounts. Once connected, you can create a WhatsApp view in your conversations inbox to filter messages specific to your connected WhatsApp channels. This integration not only allows for tracking customer conversations but also automates and personalizes messages to build long-lasting relationships.

Optimizing Customer Engagement with Automated WhatsApp Messages

Utilizing WhatsApp with your HubSpot customer platform enables sending welcome messages, automating abandoned cart texts, and sending messages based on purchases. This level of personalization fosters a more human connection with customers at scale. Moreover, you can initiate WhatsApp conversations directly from a contact, company, deal, ticket, or custom object record in HubSpot. Automated messages count towards a monthly limit, shared by all your connected WhatsApp business accounts, ensuring efficient use of the platform.

By leveraging Bardeen to automate WhatsApp notifications for new HubSpot contacts, businesses can ensure timely communication and foster stronger customer relationships.

Ensuring Compliance and Security in WhatsApp Communications

All WhatsApp messages and conversations are secure, ensuring privacy between the business and the customer. To send proactive business-initiated messages, businesses must obtain customer opt-in, which can be recorded in HubSpot's contact subscription preferences. This compliance with WhatsApp's official stance on customer communication safeguards businesses against potential legal issues and enhances customer trust.

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