Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
WhatsScale - Whatsapp Automation
HubSpot CRM

Connect WhatsScale - Whatsapp Automation and HubSpot CRM

Explore ready-made WhatsScale - Whatsapp Automation and HubSpot CRM templates and start automating in minutes.

Get started free

Create a custom workflow

Integrate WhatsScale - Whatsapp Automation with HubSpot CRM and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

WhatsScale - Whatsapp Automation
Trigger: Watch Channel Messages
HubSpot CRM
Action: Select an action
1. Select a trigger

  • Triggers instantly when a new message is posted in a WhatsApp Channel

  • Triggers instantly when a new message is received in a WhatsApp group chat

  • Triggers instantly when a new incoming WhatsApp message is received in a 1-on-1 chat

  • Triggers when a new message is received in a specific WhatsApp channel

  • Triggers when a new message is received in a specific WhatsApp group

2. Select an action

  • Adds a contact to a specific workflow.

  • 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 (segment).

  • 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.

  • Creates a contact with the given properties and returns a copy of the object, including the ID.

  • Creates a custom object with the given properties and returns a copy of the object, including the ID.

  • Creates a deal with the given properties and returns a copy of the object, including the ID.

  • Creates a folder.

  • Creates a line item with the given properties and returns a copy of the object, including the ID.

  • Creates a meeting with the given properties and returns a copy of the object, including the ID.

  • Creates a note with the given properties and returns a copy of the object, including the ID.

  • Creates a product with the given properties and returns a copy of the object, including the ID.

  • Creates a new quote.

  • Creates a task with the given properties and returns a copy of the object, including the ID.

  • Creates a ticket.

  • Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

  • Associates two CRM objects.

  • Creates an email with the given properties and returns a copy of the object, including the ID.

  • Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

  • Creates an order with the given properties and returns a copy of the object, including the ID.

  • Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.

  • Moves a call to the recycling bin.

  • Moves a communication to the recycling bin.

  • Moves a company to the recycling bin.

  • Moves a contact to the recycling bin.

  • Moves a custom object to the recycling bin.

  • Moves a deal to the recycling bin.

  • Permanently deletes a file and all related data and thumbnails from file manager.

  • Marks a folder as deleted.

  • Moves a line item to the recycling bin.

  • Moves a meeting to the recycling bin.

  • Moves a note to the recycling bin.

  • Moves a product to the recycling bin.

  • Deletes quote by its ID.

  • Moves a task to the recycling bin.

  • Deletes an existing ticket.

  • Deletes an association between two CRM objects.

  • Moves an email to the recycling bin.

  • Deletes an engagement (a task or activity) on an object in HubSpot.

  • Moves an order to the recycling bin.

  • Removes records from selected list (segment).

  • Returns information about a specific call.

  • Returns information about a specific communication.

  • Returns information about a specific company.

  • Returns information about a specific contact.

  • Returns information about a specific custom object.

  • Returns information about a specific deal.

  • For a given file ID, return the file associated with that ID.

  • Returns information about a specific line item.

  • Returns information about a specific meeting.

  • Returns information about a specific note.

  • Returns information about a specific product.

  • Gets a quote by its ID.

  • Gets metadata for a specific record property by its (internal) name.

  • Returns information about a specific task.

  • Gets a specific ticket by its ID.

  • Returns information about a specific email.

  • Returns information about a specific invoice.

  • Returns information about a specific order.

  • Returns details for an owner.

  • Performs an arbitrary authorized API call to manage data in Hubspot CRM.

  • Merges contacts

  • Removes a contact from a contact list. This module will be deprecated on September 30th 2025.

  • Removes a contact from a workflow.

  • Sends form submission data to HubSpot.

  • Subscribes a contact to the given subscription emails.

  • Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.

  • Updates call's properties by their ID. Returns updated properties in the response.

  • Updates communication's properties by their ID. Returns updated properties in the response.

  • Updates company's properties by its ID. Returns updated properties in the response.

  • Updates contact's properties by their ID. Returns updated properties in the response.

  • Updates custom object's properties by its ID. Returns updated properties in the response.

  • Updates a specific deal by its ID. Returns updated properties in the response.

  • Updates line item's properties by their ID. Returns updated properties in the response.

  • Updates meeting's properties by their ID. Returns updated properties in the response.

  • Updates note's properties by their ID. Returns updated properties in the response.

  • Updates product's properties by their ID. Returns updated properties in the response.

  • Updates quote by its ID.

  • Updates task's properties by their ID. Returns updated properties in the response.

  • Updates an existing ticket by its ID.

  • Updates email's properties by their ID. Returns updated properties in the response.

  • Updates order's properties by their ID. Returns updated properties in the response.

  • Moves a file to a different folder.

  • Uploads a new file to the file manager.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between WhatsScale - Whatsapp Automation and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add a Tag to a CRM Contact
Adds a tag to an existing contact in your WhatsScale CRM
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Check a WhatsApp Number
Check if a phone number has a WhatsApp account
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Load more

Popular WhatsScale - Whatsapp Automation and HubSpot CRM workflows

Connect WhatsScale - Whatsapp Automation and HubSpot CRM with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

Communication

Send WhatsApp message when HubSpot deal stage changes

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]

Send WhatsApp message when HubSpot deal stage changes
Use template
Communication

Send WhatsApp message for new HubSpot contacts

Automatically welcome new leads the moment they appear in your CRM. This template monitors your HubSpot account for newly created contacts and instantly sends them a WhatsApp message using WhatsScale. It ensures that only contacts with a valid phone number receive the message by filtering out contacts that do not have a phone number stored. This automation is ideal for businesses that want to respond quickly to new leads captured through forms, landing pages, or manual CRM entries. Instead of manually reaching out, every new contact can immediately receive a welcome message, confirmation message, or onboarding instructions. How it works: HubSpot detects when a new contact is created in your CRM A filter checks whether the contact has a phone number WhatsScale sends a WhatsApp message to the contact automatically WhatsScale’s built-in message throttling helps prevent sending messages too quickly, keeping your WhatsApp account within platform limits. Requirements: A WhatsScale account with an active WhatsApp session and a HubSpot account where contacts are created. Built by WhatsScale — [email protected]

Send WhatsApp message for new HubSpot contacts
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.