Zapier Automation #8: Send a WhatsApp Message When a New Deal Stage is Changed in HubSpot
You can automate WhatsApp messaging by connecting HubSpot with TimelinesAI using Zapier. With this integration, a WhatsApp message is automatically sent whenever a new deal stage changes in HubSpot, ensuring timely updates for your team or customers. This automation helps streamline communication, reduces manual effort, and keeps all stakeholders informed.
This integration is available on all TimelinesAI plans and you can try the Free Trial without requiring a credit card. It works seamlessly with all WhatsApp numbers and offers a hassle-free setup for enhanced automation and communication.
This guide will walk you through the steps to automate workflows between HubSpot and WhatsApp using Zapier.
Prerequisites
WhatsApp and Zapier Automation Overview
Send a WhatsApp Message When a New Deal Stage is Changed in HubSpot
Generate a New TimelinesAI Token ID
Let’s get started 🚀
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 stage is updated in HubSpot, an automated WhatsApp message is sent to the selected recipient. This ensures timely notifications for customers or team members without manual effort, keeping everyone informed about deal progress and enabling quick follow-ups.
While setting up the workflow, you need to configure the trigger to determine when the automation should start. In this case, the trigger is activated when a new deal stage changes in HubSpot. This ensures that an automated WhatsApp message is sent to the selected recipient at the right time, keeping them informed without manual effort.
If you haven't done it already, Zapier will ask your permission to access information from your HubSpot account. Once you approve it, Zapier will gather data from your HubSpot account. You must also integrate TimelinesAI with Zapier.
In this demonstration, we will guide you on how to configure the trigger for when a deal stage changes in HubSpot to create workflows.
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 deal stage is changed in HubSpot. This ensures timely communication with the selected recipient without manual effort.
If you are configuring the trigger or 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 configure the action for sending a WhatsApp message when a new deal stage is changed in HubSpot.
Generating a new TimelinesAI Token ID helps to securely access the platform. A new token ensures proper authentication, allows you to control permissions, and helps track usage.
In the demonstration, we will guide you to learn how you can 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 integration is available on all TimelinesAI plans and you can try the Free Trial without requiring a credit card. It works seamlessly with all WhatsApp numbers and offers a hassle-free setup for enhanced automation and communication.
This guide will walk you through the steps to automate workflows between HubSpot and WhatsApp using Zapier.
Prerequisites
WhatsApp and Zapier Automation Overview
Send a WhatsApp Message When a New Deal Stage is Changed in HubSpot
Generate a New TimelinesAI Token ID
Let’s get started 🚀
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 Stage is Changed in HubSpot
Whenever a new deal stage is updated in HubSpot, an automated WhatsApp message is sent to the selected recipient. This ensures timely notifications for customers or team members without manual effort, keeping everyone informed about deal progress and enabling quick follow-ups.
Configure the Trigger
While setting up the workflow, you need to configure the trigger to determine when the automation should start. In this case, the trigger is activated when a new deal stage changes in HubSpot. This ensures that an automated WhatsApp message is sent to the selected recipient at the right time, keeping them informed without manual effort.
If you haven't done it already, Zapier will ask your permission to access information from your HubSpot account. Once you approve it, Zapier will gather data from your HubSpot account. You must also integrate TimelinesAI with Zapier.
In this demonstration, we will guide you on how to configure the trigger for when a deal stage changes in HubSpot to create workflows.
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 deal stage is changed in HubSpot. This ensures timely communication with the selected recipient without manual effort.
If you are configuring the trigger or 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 configure the action for sending a WhatsApp message when a new deal stage is changed in HubSpot.
Generate a New TimelinesAI Token ID
Generating a new TimelinesAI Token ID helps to securely access the platform. A new token ensures proper authentication, allows you to control permissions, and helps track usage.
In the demonstration, we will guide you to learn how you can 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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