How to trigger notifications through integration with HubSpot

Index:

1. Requirements
2. Using the integration

Now that you have integrated your ChatBot with HubSpot, you can send automated workflows to deliver notifications to WhatsApp.

Requirements

It's important to note that for notifications to be sent, your Smart Contact needs to meet the following requirements:

• Have integrated correctly; if not, click here;
• Have the WhatsApp channel connected;
• Have active notification templates approved by WhatsApp;
• Have notification credits to send.

Using the integration

See How to integrate Smart Contact into workflows in HubSpot.

• Create workflow with notification sending

In the top menu, click on Workflow:

Click on Create workflow

Create a Contact-based workflow and click Next. 

Important: the WhatsApp Notifications app is compatible with workflows based on "Contacts", as the contact's mobile phone number is required for WhatsApp notification sending.

Set the workflow trigger rule and click Save and then the plus sign (+)

On the right-hand screen, scroll to the bottom and select WhatsApp Notifications

Fill in the information and click Save.

• Message Template is the name of the template model approved by WhatsApp, you can find this information in Blip, under Message Templates within Content
• Id of the router is the bot id in Blip connected to WhatsApp. As a best practice, we recommend using the router structure.
• Phone: choose the contact token from HubSpot, this property records your client's mobile phone number.
• Email: choose the HubSpot Email token. This information is important for recording the active notification sent on the contact timeline in HubSpot.
• Variables: if your notification template has variables, place them in the variable fields. Variables can be pulled directly from HubSpot as contact tokens, such as the name.

Click Review (top right):

If you want contacts already triggered by the workflow to receive the notification, check  “ Yes ” in the contact enrollment step, existing. Otherwise, only new contacts that meet the trigger will receive the notification.

And then Activate to activate the flow:

Every time the rule occurs, the notification will be sent to the contact that satisfies the workflow conditions. The notification will be recorded in Activities of the contact with the template content and the time it was sent.

Finally, it's important to emphasize that for notifications to be sent, your Smart Contact needs to meet the requirements mentioned at the beginning of this article.

For more information, visit the discussion on the subject at our community or our videos on our channel. 😃