Send WhatsApp message when HubSpot deal stage changes
Send WhatsApp message when HubSpot deal stage changes
Apps used in template
About
Keep your customers informed automatically when their deal progresses through your sales pipeline. This template monitors HubSpot deals and triggers whenever a deal stage changes. It then retrieves the contact associated with that deal and sends them a WhatsApp message using WhatsScale. Perfect for sales teams that want to notify customers when their deal moves forward — such as when a proposal is sent, a contract is approved, or a deal is closed.
How it works:
- HubSpot detects when a deal’s stage changes
- The scenario fetches the contact associated with that deal
- The contact details are retrieved from HubSpot
- WhatsScale sends a WhatsApp message to the contact’s phone number
This ensures customers receive real-time updates about their deal progress without requiring manual messages from your sales team. WhatsScale’s built-in message throttling helps keep your messages within WhatsApp sending limits.
Requirements: A HubSpot CRM account with deals and contacts, and a WhatsScale account with an active WhatsApp session. Built by WhatsScale — [email protected]
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Adds a tag to an existing contact in your WhatsScale CRM
Check if a phone number has a WhatsApp account
Creates a new contact in your WhatsScale CRM with phone number, name, and tags.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Philipp Weidenbach
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
Cayden Phipps
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Erkki Markus
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
Andreas Stryz
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Kimberly D
Owner of Media Production