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How to automatically send messages to WhatsApp from Hubspot

To automatically send messages from WABA and WhatsApp channels, create a process in the Workflows section.

1. Click the "Automation" button in the Hubspot menu → Workflows.

2. Click in the upper right corner "Create workflow" → From scratch.

3. Select the desired item. In our example, the robot will process contacts, so we choose "Contact-based".

Select "Blank workflow" → click "Next".

4. Click "Set up triggers". Choose from the list the action with the entity, after which the trigger will work. In our example, when a contact is created. Click "Done" → "Save".

5. Click "+" → find on the left the "Send a webhook" action.

6. Select the POST method. Fill in the Webhook URL field with this link: https://api.wazzup24.com/v3/message

For "Authentication type", select "API Key".

7. In the "API Key" field, click "Add secret". A window will open that needs to be filled in like this:

Secret name: Authorization

Secret value: Bearer + API Key

In your personal Wazzup account. Go to "Integration with CRM" section → tab "More". Copy the key at the bottom of the page.

API Key

Click "Save" — the API Key name field will be filled in automatically.

8. Leave the "API Key location" field as Request header.

9. In the "Request body" field, select "Customize request body".

Here you should choose from which field in the deal the phone number will be taken, to which the automatic message will go. Click "Add property" and fill in the fields:

  • Key: chatId
  • Value: Phone number

Add three fields by button "Add static value". First field fill in like this:

  • Key: channelId
  • Value: "your channel ID"

Go to the "Channels" section in your Wazzup account. Find the desired channel and click on the icon on the right to enter the card.

Channel Card Button

Now you need to copy the channel ID from the link in the browser:

Channel ID

Second field:

  • Key: chatType
  • Value: "whatsapp"

Third field:

  • Key: text
  • Value: "your text"

Here's what it should look like:

10. Save the Webhook, then save the created rule.

Ready! When changing the stage of a deal, Wazzup will automatically send a message to the number of the contact.