How to send proactive WhatsApp messages from HubSpot?

Miodrag Magyar
Published August 5, 2023
Last updated September 29, 2023
How to send proactive WhatsApp messages from HubSpot?

In today’s business world, success demands more than good products – it requires engaging customers in ways that truly resonate. This article explores how our HubSpot integration enables you to send proactive messages, enhancing customer connections.

Sending proactive messages in HubSpot: A step-by-step guide

Let’s say you have a landing page on your website for a certain feature and you want to engage with customers who visited the landing page more than once.

Step 1: Set up the trigger

In your HubSpot account, navigate to the Automation tab and create a new workflow. Choose “Contact-based” workflow and select Start from scratch. Name your workflow for easy reference, such as Proactive Chatbot Engagement.

If you want to integrate WhatsApp with your current tool, contact us for a free consultation.

Scan or click the code below:

Step 2: Define the trigger

Click on the "+" sign to add a trigger. Choose the Page View trigger and set the condition to monitor a specific landing page related to your chatbot feature. You can further refine the trigger by specifying that the contact should visit the page more than once.

Step 3: Craft the proactive message

Under the Actions section, add a new action. Choose Send a WhatsApp Message from the available options. In the message composition field, enter the proactive message you want to send. For instance:

“Hey {{1}}! Thanks for checking out our {{2}} feature. If you’ve got any questions about how it works, feel free to shoot. We’re super excited to give you all the answers you need!”

Step 4: Schedule and test

You can choose to send the message immediately or after a specified delay. Make sure to test the workflow to ensure the message is delivered as intended. HubSpot’s testing tools allow you to simulate different scenarios and refine the workflow if needed.

Step 5: Monitor and iterate

Once the workflow is active, monitor its performance through HubSpot’s reporting and analytics tools. Evaluate engagement rates and customer responses. Based on the insights gathered, iterate and optimize your proactive messaging strategy for even better results.

Frequently Asked Questions

  • How do I connect a WhatsApp channel to the Conversations Inbox in HubSpot?

    Connecting a WhatsApp channel to your Conversations Inbox in HubSpot can be achieved through integrations and API setups. Once connected, you can seamlessly manage all interactions via HubSpot. For a detailed guide on this process, refer to our article on “Setting up WhatsApp with Conversations Inbox.”

  • What are the benefits of integrating HubSpot with WhatsApp?

    The HubSpot-WhatsApp integration offers numerous advantages:

    • Personalized Interactions: Directly engage with your customers in real-time, offering a personal touch.
    • Timely Communication: Respond promptly to customer queries and feedback.
    • Increased Efficiency: Handle multiple customer interactions simultaneously.
    • Enhanced Customer Support: Offer round-the-clock support via a platform familiar to your customers.
    • Consolidated Analytics: Track and analyze WhatsApp communications directly within HubSpot. For a deeper dive into these benefits, check out our comprehensive guide on “Benefits of HubSpot-WhatsApp Integration.”
  • How do I set up the HubSpot-WhatsApp Integration?

    Setting up the integration requires a few steps involving API configurations, setting permissions, and customizing settings to fit your business needs. We’ve covered the entire process in our step-by-step guide: Setting up HubSpot-WhatsApp Integration.

  • How can I customize WhatsApp message templates in HubSpot?

    To customize WhatsApp message templates in HubSpot:

    1. Navigate to the “Messaging” section within your HubSpot account.
    2. Choose “WhatsApp” from the available channels.
    3. Select “Templates” and click on the “Create New” button.
    4. Design your template by entering the desired message content, incorporating variables for personalization.
    5. Save your template for future use or to apply it within automation workflows.

    For more details and advanced customization options, refer to our tutorial on “Customizing WhatsApp Message Templates in HubSpot.”

  • Why should I consider sending proactive messages through WhatsApp?

    Proactive messaging allows you to engage with customers before they reach out. By anticipating their needs and questions, you can provide value and build stronger relationships. WhatsApp, being a widely-used platform, facilitates immediate, personal, and direct interactions, enhancing the overall customer experience.

  • I’ve set up my workflow but not receiving any responses. What could be wrong?

    There could be several reasons:

    • Ensure your workflow is active.
    • Verify the trigger conditions.
    • Check if there’s an issue with the WhatsApp integration or if there’s a delay in the message delivery.
    • Review the content of your proactive message to ensure it’s engaging. If issues persist, consider reaching out to HubSpot support or refer to troubleshooting guides available in our resource section.


Rasayel’s HubSpot integration empowers businesses to take their customer engagement to new heights by sending proactive messages through WhatsApp. The benefits, including personalized interactions, timely communication, increased efficiency, and enhanced customer support, are invaluable assets in today’s competitive landscape. By following the step-by-step guide and leveraging triggers like page views, you can create meaningful connections with your audience and elevate your brand’s reputation as a customer-centric industry leader.

Learn more

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