Zapier: HubSpot - Send WhatsApp message after updated Deal stage in HubSpot

Intro

In this article, we will explain how to automatically send a WhatsApp template after a deal stage has been update in HubSpot.
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Video Tutorial

Step-by-Step Instruction Guide

1. Chose Trigger: Updated Deal Stage in HubSpot:
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   1. Choose the right Deal Pipeline.
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   2. Then choose the respective Deal Stage, which should trigger the automation.
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   Note: Because the Contacts are not embedded in Deals in HubSpot and are just an association, it takes a few more steps to find out the contact that is attached to this deal in order to send them a WA template. To do that, add action: Find associations in HubSpot.

    

2. Add the next action Find associations in HubSpot:
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   1. Open Menu of this Action and choose: Halt task if associations not found.
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   2. Choose property: Deal ID.
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   3. Type of Object we are searching the association in is: deal.
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   4. Number of association types: One.
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   5. Type of the objects the first object is associated with: contact.
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   6. Should this step considered success when nothing is found: No.
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   7. Test Step to see what results the association comes up with. It should come up with a Deal To Contact ID with which we can use to find the contact in our HubSpot contact hub.

       

3. Add action Get Contact in HubSpot:
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   1. In this step, you simply add the Contact ID, which in this case is derived from the Deal To Contact data.
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   2. Test step and the contact details should come up in the test results.

       

4. Then add the next action Find a Contact in Superchat:
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   1. In the category Field add Phone number.
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   2. Choose the respective value found from Hubspot.
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   3. Success when nothing is found: No.

       

5. As next step, add Send WhatsApp Template in Superchat.
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   1. Fill out every mandatory field and choose the WhatsApp template you want to send.

Next Step

Next, we recommend the following article, which shows you how to automatically create a HubSpot ticket after sending your client a checklist:
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