WhatsApp Business API Integration for HubSpot CRM

Go to any HubSpot contact.

At the panel on the right access WABA for HubSpot.

Click on 'Send Message'.

Click on Choose Sender to select the WABA number.

Click on 'Add Recipients' in case you wish to add multiple contact numbers.

Select the country code and enter any contact number.

Click on 'Add'.

Search for any existing HubSpot contact.

Select any list from HubSpot to add the contacts pertaining to the list as recipients.

Click on the chat icon within the application.

Here you can view the complete history of chats held with the contact.

Enter the messages to be sent or click on the '/' button to insert message templates.

Send messages and conduct conversations from the chat view.

View the details of each WhatsApp message sent and received as notes within each HubSpot contact.

Access the Activity section within the contact.

Click on Filter activity.

Under Integrations, select 'WABA for HubSpot'.

Here you can view each WhatsApp message sent and received as a note along with the complete details of the message.

Click on the bell icon to view the in-app notifications for incoming WhatsApp messages.

Select the notification to be redirected to the contact associated and view the message.

Click on the chat icon to view the complete chat associated with the contact.

You can also delete any notification and mark the notifications as read.

Click on 'Enable Now' to access the desktop notification settings.

Enable the Notifications permission on the browser.

Activate the option 'Enable Desktop Notification on this device'.

Access the Workflows section within HubSpot.

Click on 'Create workflow'.

Select the type of workflow and click on 'Next'.

Setup the trigger conditions for your workflow.

Save the workflow trigger.

Click on the '+' icon to add the action.

Select the action 'Ulgebra - Send WhatsApp Message'.

In order to obtain the workflow code required, access WABA within any HubSpot contact.

Select the Facebook approved template that must be sent through the workflow.

Click on 'Get Workflow Code'.

Copy the workflow code.

Paste it within the workflow.

Click on 'Contact token' to insert the fields from the contact.

At 'to' insert the field containing the HubSpot contact number.

Insert the contact phone field to send the message to.

At 'recordId' insert the field 'Record Id'.

Similarly, you can insert the fields for any placeholders within the template.

Save the WABA action.

Click on 'Review and publish' to activate the workflow.

Click on 'Turn on' to enable the workflow.

You can also enroll a specific set of contacts to send the WhatsApp message to.

Click on your Ulgebra profile within the application to access the extension settings page.

Select 'Manage App Users' within the settings page.

Here the HubSpot admin can view the list of HubSpot users and enable the permission for required users to utilize WABA.

Click on 'Add' to allow the HubSpot user to access the WABA number.

Click on 'Remove' to disable the permission for the user.

You can now access the WABA Inbox where you can view all the WhatsApp conversations held.

Select any conversation to view the chat history held with any customer and send messages.

Reply to any message within the conversation.

Access and download any attachment.

Enter any message and click on 'Note' to add the message as a note for your reference within the conversation.

Click on Pin at any message to access a particular message within the conversation.

Click on Unpin to remove the pinned message.

Add and edit the name of any contact based on your requirements.

View the amount of time left for the completion of the 24-hour WhatsApp conversation in the form of a blue circle around the contact profile.

Click on New to initiate a WhatsApp conversation with a non-existing customer.

Easily track the chats by assigning the WhatsApp conversation to any agent within your HubSpot CRM.

Adjacent to each contact, click on the Assignee section to view the list of HubSpot CRM users.

Assign the chat to yourself or select the HubSpot user to whom the chat is to be assigned.

In case of chats assigned to another agent, click on 'Assign to Me' to re-assign the chat and send messages.

Keep track of the status of any contact with the help of labels.

Click on 'No Label' beside the name of the contact.

View the list of labels and select the appropriate label for the contact.

Utilize the default labels or add new labels based on your requirement.

Click on 'Add Label'.

Select the colour of the label.

Enter the name of the label.

Click on '+ Add'.

Click on 'Edit Labels' in order to edit the existing labels.

Here you can arrange the order of the labels, edit the name or delete labels.

Within any conversation, click on the clock symbol to add your reminder.

Setup the reminder for an hour, a day or a week ahead.

Furthermore, you can also select a custom time to set the reminder.

Enter the name of the reminder.

Click on 'Set Reminder'.

View the reminder within the chat.

Receive the reminder within the WABA Inbox.

Search for any contact number or name to access the conversation of a particular contact.

Access the chats that are un-assigned to assign and reply to customer conversations.

Click on Mine to access the chats assigned to yourself alone.

Click on Reminders to view all the upcoming, completed and overdue reminders.

Filter conversations based on the labels used. 

Select the required label to view all conversations within a particular label.

Click on the Filter icon to access all the filters available.

Filter conversations based on the Unread messages and the incoming messages that need to be replied.

Click on Filter by Agents to view the conversations of a particular HubSpot user.

Click on Filter by Label to filter conversations based on the label used.

Click on the 'Set as Default' adjacent to the name of the sender to set the WABA number as a default sender.

This WhatsApp number would be selected by default while sending messages.

Click on 'Hide' adjacent to the sender to hide the sender from the sender list.

Click on 'Show Hidden' to view all hidden senders.

Here you can view and retrieve the hidden senders.

Click on Facebook Templates to be redirected to the Facebook WhatsApp manager where you can view, edit and create Facebook templates.

These templates must be used to initiate conversations with contacts.

Click on '+ New Template' to create a Local template within the application.

Enter the name of the template.

Enter the message content within the template.

Enter '#' to insert contact fields within the template.

Save the template created.

Click on the edit icon to modify the template.

Make the required changes and save the edited template.

Save the template created.