Intro
In this article, we will explain how to automatically send a WhatsApp template after a deal stage has been update in HubSpot.
Video Tutorial
Step-by-Step Instruction Guide
Use Case: We have closed a deal and changed the status on our deal to Closed & won and want to automatically send them a message on WhatsApp, e.g. a Welcome message.
Chose Trigger: Updated Deal Stage in HubSpot:
Choose the right Deal Pipeline.
Then choose the respective Deal Stage, which should trigger the automation.
Note: Because the Contacts are not embedded in Deals in HubSpot and are just an association, it takes a few more steps to find out the contact that is attached to this deal in order to send them a WA template. To do that, add action: Find associations in HubSpot.
Add the next action Find associations in HubSpot:
Open Menu of this Action and choose: Halt task if associations not found.
Choose property: Deal ID.
Type of Object we are searching the association in is: deal.
Number of association types: One.
Type of the objects the first object is associated with: contact.
Should this step considered success when nothing is found: No.
Test Step to see what results the association comes up with. It should come up with a Deal To Contact ID with which we can use to find the contact in our HubSpot contact hub.
Add action Get Contact in HubSpot:
In this step, you simply add the Contact ID, which in this case is derived from the Deal To Contact data.
Test step and the contact details should come up in the test results.
Then add the next action Find a Contact in Superchat:
In the category Field add Phone number.
Choose the respective value found from Hubspot.
Success when nothing is found: No.
As next step, add Send WhatsApp Template in Superchat.
Fill out every mandatory field and choose the WhatsApp template you want to send.
Next Step
Next, we recommend the following article, which shows you how to automatically create a HubSpot ticket after sending your client a checklist:
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