Send WhatsApp message when HubSpot deal stage changes
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About template
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]
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