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Automate WhatsApp messages from HubSpot Workflow

Automate WhatsApp via HubSpot: validate numbers & send messages using 2Chat actions triggered by workflows.

Updated over a month ago

This integration is available in our Trial, Basic and Pro Plan.

Requirements

To use this integration, ensure the following:

  1. The 2Chat integration is installed in your HubSpot account.

  2. Your 2Chat account has sufficient API Quota.

  3. Your HubSpot contacts have valid phone numbers.
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2Chat Actions in HubSpot

Within the workflow editor in HubSpot, click the “+” button to add a new action. In the sidebar, you will see the available 2Chat actions:

  • Send WhatsApp Message

  • Validate WhatsApp Number

sidebar of hubspot with 2chat actions

Configure 2Chat Action

Validate WhatsApp Number

Use this action to verify whether a contact’s phone number is linked to a WhatsApp account. Make sure to select the phone number property of the contact.

Best Practices:

We recommend that you create a branch after that action choosing the option of One property or action output and then select Action outputs

Once click on the Actions output you should be able to see the option of Is Valid as an output, as the image below shows. Click there and in your condition compare against Yes

Send a WhatsApp Message:

Use this action to send a WhatsApp message to a contact’s number. You must specify:

  • To Number: Select the contact’s phone number property.

  • From Number: Select a connected number from your 2Chat channels. You can connect new numbers in the Channels section of 2Chat.

  • Message Content: Set the message that you want to send the contact

Best Practices:

  • Set the “WhatsApp Number Validated by 2Chat” property as the To Number. This ensures the number has been confirmed as valid and is WhatsApp-enabled.

  • Alternatively, you can use the phone number directly, but ensure it is in international format and actively used with WhatsApp. Messages sent to invalid or improperly formatted numbers will fail.

Note: The “WhatsApp Number Validated by 2Chat” property is automatically created during contact synchronization if you enable the “Detect numbers with WhatsApp accounts” option in the 2Chat HubSpot settings.

Example Workflow

Below is an example of a workflow using both actions to ensure message delivery to the customer:

  1. Check for “WhatsApp Number Validated by 2Chat” Property
    ​    Add a branch to check if the contact has the property “WhatsApp Number Validated by 2Chat.”

  2. Send WhatsApp Message (Using Validated Property)
    ​     If the property exists, use the Send WhatsApp Message action and set the To Number field to this validated property.

  3. Validate WhatsApp Number (If Property Not Set)
    ​     If the contact does not have the validated property, use the Validate WhatsApp Number action on the contact’s phone number.

  4. Branch Based on Validation Result
    ​     Add a branch using the “Is Valid” output from the validation action.

  5. Send WhatsApp Message (Using Phone Number)
    ​     If the number is valid, send the WhatsApp message using the contact’s phone number.

  6. End Flow

    If the number is not valid, end the workflow without sending a message.

If you have questions about how this integration works, you can contact support via intercom and we will provide you with more information.

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