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HubSpot

Connect HubSpot so a contact gets a WhatsApp message when a HubSpot workflow reaches them, for example right after they fill in a form on your website.

Before you start

  • A HubSpot plan with the Send a webhook workflow action (Operations Hub Professional or Enterprise).
  • An approved WhatsApp template for the message. See Create a WhatsApp template. Most templates are approved within 24 hours.
  • Contacts with a phone number (with the country code) in HubSpot's Phone number property.

No keys are needed. A HubSpot workflow only has to send the contact to the URL on the HubSpot page.

Connect HubSpot

  1. Open HubSpot in the app

    In the left sidebar, click Integrations. Under CRM, find HubSpot and click Connect. The page has two steps: the message, and the URL to paste into HubSpot.

    The HubSpot page, not connected, with step 1 Choose the WhatsApp message with Send it to Phone, and step 2 Paste this URL in HubSpot with the webhook URL
    HubSpot needs no keys: pick the message, then copy the URL

  2. Choose the WhatsApp message

    Under Choose the WhatsApp message, pick a Template. Leave Send it to on Phone (or pick Mobile Phone). Under Fill the variables, choose what fills each blank, for example First Name.

    The Choose the WhatsApp message step with the lead_welcome template, Send it to Phone, the variable First Name, a preview, and the webhook URL with the note to use a workflow with a Send a webhook action
    The message the contact gets

  3. Click Connect HubSpot

    Click Connect HubSpot in the bar at the bottom, then copy the URL under Paste this URL in HubSpot.

  4. Add the webhook to a HubSpot workflow

    In HubSpot, open Automation, then Workflows, and create a contact-based workflow. Set the enrollment trigger, for example Form submission. Add the action Send a webhook, choose POST, paste the URL, and include the contact's properties. Review and turn the workflow on.

  5. Check that it works

    Enroll a test contact that has your own phone number. On the HubSpot page in our app, open the Activity tab and click the event. What HubSpot sent shows the data. We look for the phone number under properties, then phone.

Use a workflow, not HubSpot's app webhooks

HubSpot's app webhook subscriptions (for example contact.creation) send a list of events, which cannot be read. They show up in Activity as Rejected, The data sent was not valid JSON. Use the Send a webhook action in a workflow instead.

Phone number not found?

If Activity says No phone number in the field you picked although the contact has one, HubSpot sent the number in a different shape (for example with a value inside). Use a Generic webhook instead: it shows every field HubSpot sends, and you pick the one with the phone number.

What you can put in the message

First Name, Last Name, Email, Company, Lifecycle Stage, Phone and Mobile Phone, read from the contact's properties.

Change, pause or disconnect

  • Change the message: make your change, then click Save changes at the bottom.
  • Pause: switch Active off on the right.
  • Disconnect: click the ⋮ button at the top right, then Disconnect, and confirm. Also turn off the workflow in HubSpot.

HubSpot workflow webhooks are not signed, so keep the URL private. More fixes are in Troubleshooting.