Do you want to automate your team’s tasks based on WhatsApp activity? Now you can create HubSpot workflows with WhatsApp activity to automate your sales process.
Example workflow
Any time you receive a WhatsApp message on a linked contact the Lead status will be set to Open.
Setup steps
Go to HubSpot > Workflows
Click on
Create workflow > From scratchMake sure that “Contact-based” is selected and click
NextSet up trigger
Click on
Set up triggers, chooseActivity propertiesand chooseActivity typeIn the Activity type dropdown, search and click on
WhatsApp. Click onApply filterHit
Save
Set up Action
Click on the
+icon to add an ActionSearch for property and click on
Set property valueSet the “Target object” to
Contactand set “Property to set” asLead statusChoose
Openin the “Lead status” dropdownHit
Save
Click on
Review and publishClick on
Yes, enroll existing contacts who meet the trigger criteria as of nowHit
Turn on
Being able to use WhatsApp activity in HubSpot reports and HubSpot workflows is truly powerful, and we hope these new updates will help you take your business to the next level!
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly email us at [email protected] 💜