You can connect HubSpot to your WhatsApp workflows using the Workflow Builder, no code required. Use triggers to react to changes in HubSpot and actions to create or update HubSpot records automatically.
Triggers start a workflow when something changes in HubSpot:
Watch Contacts - fires when a contact is created or updated
Watch Companies - fires when a company is created or updated
Watch Deals - fires when a deal is created or updated (including stage changes)
Watch Tickets - fires when a ticket is created or updated
Watch Tasks - fires when a task is created or updated
Actions let your workflow write data back to HubSpot.
Each action works across the main HubSpot modules: Contacts, Companies, Deals, Tickets, Tasks, and Notes.
Create Record - create a new record in the selected module
Update Record - update an existing record (for example, set a contact property like "Responded" = YES)
Search Record - find records by field values (email, phone, deal name, etc.)
Get Record by ID - retrieve a specific record by its ID
Example Workflows:
WhatsApp → HubSpot: An incoming WhatsApp message triggers a workflow that finds the contact in HubSpot and updates a contact property (for example, "Responded" = YES) so you can track engagement on automated outreach.
HubSpot → WhatsApp: A deal moves to a specific stage in HubSpot, triggering a workflow that sends a personalized WhatsApp message via TimelinesAI.
When to use Workflow Builder vs. alternatives:
Workflow Builder (recommended) - Runs natively in TimelinesAI and is included in your TimelinesAI plan, no separate subscription, and the bundled transaction allowance is more generous than a standalone Zapier plan. Extra transactions can be topped up on demand. Best when you need triggers based on WhatsApp events or simple HubSpot CRUD actions.
HubSpot Workflows - Use when you want to drive WhatsApp messages from HubSpot's own workflow tool, see HubSpot Workflows: Send a WhatsApp Message.
Zapier or Make: Popular third-party automation bridges. A good fit if you already have an account or need steps outside Workflow Builder's action catalog.
Please note these require a separate subscription. See Zapier Automation #2: HubSpot and WhatsApp.
To set the Workflow Builder:
Open Workflow Builder from the left sidebar of TimelinesAI.
Create a new workflow.
Select HubSpot as the app for your trigger or action.
Connect your HubSpot account when prompted. See How to connect HubSpot to Workflow Builder.
Configure the trigger or action fields and activate your workflow.
Learn more in the Workflow Builder overview.