Trigger WhatsApp messages from HubSpot events
Send a WhatsApp template when a HubSpot contact is created, a property changes, a deal moves stage or a meeting is booked.
Who can do this: Owner and Admin by defaultPlan: All plansNeed: HubSpot connected and an approved template
Available events
| Event | Example use |
|---|---|
| Contact created | Welcome a new lead from your website form |
| Contact property changed | Message when Lifecycle stage becomes Customer |
| Deal created | Thank the customer and share next steps |
| Deal property changed (e.g. stage) | Update the customer when a deal moves to Proposal sent |
| Meeting booked | Confirm a demo |
| Meeting rescheduled or completed | Send a thank-you after the call |
Create a HubSpot automation
- Go to Automations and click New. Or start from a HubSpot quick-start template: Welcome new HubSpot leads, Follow up on new deals, React to deal stage changes or Nudge a HubSpot list on a schedule.
- Choose the trigger HubSpot Event and pick the event.
- Add a Send Template step and choose an approved template. (Free-form messages won’t deliver — the contact hasn’t messaged you.)
- Optionally add Add Tag, Create Deal or Assign Conversation steps.
- Activate and save.
When the event happens, Vatli fetches the HubSpot contact, creates or updates the contact in Vatli by phone number, and runs the steps.
For demo bookings, the ready-made Demo booking reminders journey handles confirmation, reminders, thank-you and no-show messages for you.