HubSpot to WhatsApp Automation

Jform's HubSpot to WhatsApp automation sends a WhatsApp message when a new contact is added in HubSpot, helping you follow up right away. You can tailor the message content and see exactly what gets sent.

HubSpot
New Contact
WhatsApp
Send Message

혜택

New HubSpot contact

When a contact is added in HubSpot, the workflow can send a WhatsApp message without extra manual follow-up.

Message details you choose

You can decide which contact details and message text should be included in the WhatsApp message.

Immediate outreach

A new lead can receive a timely WhatsApp message as soon as they enter HubSpot.

Simple message review

You can test the workflow and notice exactly how the WhatsApp message will be sent before activating it.

How to set up HubSpot to WhatsApp Automation workflows?

  1. Create the workflow

    Click Create Workflow to add the ready-made HubSpot to WhatsApp workflow to your account.

  2. Connect your accounts

    Connect HubSpot and WhatsApp so the ready-made workflow can send contact updates as messages.

  3. Customize and activate

    Choose the message details you want to send, test the workflow, and activate it when it looks right.

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Add Gmail to HubSpot automation to create a HubSpot contact from new Gmail messages and keep your follow-up organized.

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Gmail
New Email Received
HubSpot
Create Contact
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자주 묻는 질문

HubSpot to WhatsApp Automation is a ready-made workflow that sends a WhatsApp message when a new contact is added in HubSpot. It helps you move from CRM contact creation to direct messaging without extra manual steps.

When a new contact appears in HubSpot, the workflow sends a WhatsApp message based on the contact details you include. You can use it to start follow-up communication as soon as a contact is created.

It can be used for new lead follow-up, contact outreach, and message-based updates tied to HubSpot contact creation. The workflow is useful when you want a direct message to go out as soon as a contact is added.

Yes. The workflow steps are already set up for HubSpot new contact to WhatsApp message delivery. You still connect your services and adjust the message details to fit your use case.

Click Create Workflow, connect HubSpot and WhatsApp, then customize the message content and other details you want to send. After that, test the workflow and activate it when everything looks right.

Ready to use this automation?

Start with the ready-made workflow, connect your accounts, and customize it for your process.

Create Workflow