WhatsApp and Zapier Automation #9: Send a WhatsApp Message When a New Deal is Created in HubSpot
You can automate WhatsApp messaging by integrating HubSpot with TimelinesAI using Zapier. This setup ensures that whenever a new deal is created in HubSpot, an automated WhatsApp message is sent to the selected recipient, keeping them informed instantly.
This native Zapier integration is available on all TimelinesAI plans. You can try it for free with no credit card or extra setup required. It works seamlessly with any WhatsApp number!
The documentation presents step-by-step demonstrations to ensure you can easily configure and manage these automated workflows.
Prerequisites
WhatsApp and Zapier Automation Overview
Send a WhatsApp Message When a New Deal is Created in HubSpot
Generate a New TimelinesAI Token ID
Before setting up the automation, you need the following accounts and permissions.
TimelinesAI Workspace Account with WhatsApp Integration – Ensures you can send automated WhatsApp messages triggered by workflow actions.
HubSpot Account – Required to connect HubSpot as a trigger for automation. Ensure you have the necessary permissions to access deal creation data.
With Zapier, you can automate WhatsApp messages to keep your contacts updated without manual effort. By setting up triggers and actions, messages are sent automatically whenever a specific event occurs, such as a deal update or a new contact. This helps improve communication, ensures timely notifications, and reduces manual work. Whether for customer updates or team alerts, automation makes messaging faster, more efficient, and seamless across different platforms.
This automation is available as a Zapier & WhatsApp template, making setup quick and easy with TimelinesAI. The native Zapier integration is included in all TimelinesAI plans.
Whenever a new deal is created in HubSpot, an automated WhatsApp message is sent to the selected recipient. This ensures timely updates for customers or team members without manual effort, keeping everyone informed and enabling quick actions.
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, the trigger is set to activate when a new deal is created in HubSpot. This ensures that an automated WhatsApp message is sent to the selected recipient.
If you are configuring the trigger for the first time, Zapier will ask your permission to access information from your HubSpot account. Once you approve it, Zapier will gather data from your HubSpot account.
In this demonstration, we will guide you through configuring the trigger for new deal creation in HubSpot and setting up the automation.
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. In this case, the action is sending an automated WhatsApp message when a new deal is created in HubSpot.
If you are configuring the action for the TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms. For more information on generating a new Token ID, refer to the section - Generate a New TimelinesAI Token ID
In this demonstration, we will guide you on how to set up the action for sending an automated WhatsApp message when a new deal is created in HubSpot and complete the workflow.
Generating a new TimelinesAI Token ID is important for securely accessing the platform. The new token ensures the system can verify your identity, manage access permissions, and monitor usage activities.
In this demonstration, we will guide you on how to generate a new TimelinesAI token ID:
If you have any questions or require further assistance, please reach out to us via Chat Support or email us at hello@timelines.ai. Our team is available to help with any setup or troubleshooting inquiries.
This native Zapier integration is available on all TimelinesAI plans. You can try it for free with no credit card or extra setup required. It works seamlessly with any WhatsApp number!
The documentation presents step-by-step demonstrations to ensure you can easily configure and manage these automated workflows.
Prerequisites
WhatsApp and Zapier Automation Overview
Send a WhatsApp Message When a New Deal is Created in HubSpot
Generate a New TimelinesAI Token ID
Prerequisites
Before setting up the automation, you need the following accounts and permissions.
TimelinesAI Workspace Account with WhatsApp Integration – Ensures you can send automated WhatsApp messages triggered by workflow actions.
HubSpot Account – Required to connect HubSpot as a trigger for automation. Ensure you have the necessary permissions to access deal creation data.
WhatsApp and Zapier Automation Overview
With Zapier, you can automate WhatsApp messages to keep your contacts updated without manual effort. By setting up triggers and actions, messages are sent automatically whenever a specific event occurs, such as a deal update or a new contact. This helps improve communication, ensures timely notifications, and reduces manual work. Whether for customer updates or team alerts, automation makes messaging faster, more efficient, and seamless across different platforms.
This automation is available as a Zapier & WhatsApp template, making setup quick and easy with TimelinesAI. The native Zapier integration is included in all TimelinesAI plans.
Send a WhatsApp Message When a New Deal is Created in HubSpot
Whenever a new deal is created in HubSpot, an automated WhatsApp message is sent to the selected recipient. This ensures timely updates for customers or team members without manual effort, keeping everyone informed and enabling quick actions.
Configure the Trigger
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, the trigger is set to activate when a new deal is created in HubSpot. This ensures that an automated WhatsApp message is sent to the selected recipient.
If you are configuring the trigger for the first time, Zapier will ask your permission to access information from your HubSpot account. Once you approve it, Zapier will gather data from your HubSpot account.
In this demonstration, we will guide you through configuring the trigger for new deal creation in HubSpot and setting up the automation.
Configure the Action
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. In this case, the action is sending an automated WhatsApp message when a new deal is created in HubSpot.
If you are configuring the action for the TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms. For more information on generating a new Token ID, refer to the section - Generate a New TimelinesAI Token ID
In this demonstration, we will guide you on how to set up the action for sending an automated WhatsApp message when a new deal is created in HubSpot and complete the workflow.
Generate a New TimelinesAI Token ID
Generating a new TimelinesAI Token ID is important for securely accessing the platform. The new token ensures the system can verify your identity, manage access permissions, and monitor usage activities.
In this demonstration, we will guide you on how to generate a new TimelinesAI token ID:
If you have any questions or require further assistance, please reach out to us via Chat Support or email us at hello@timelines.ai. Our team is available to help with any setup or troubleshooting inquiries.
Updated on: 17/02/2025
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