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About Dynamic Labels

Dynamic Labels are WhatsApp labels that are automatically generated based on rules you define using HubSpot properties. When a contact matches the specified criteria, they are automatically added to the label. Similarly, when a contact no longer meets the criteria, they are automatically removed. This ensures your WhatsApp communication stays aligned with the most current customer information in your CRM.

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Creating a Dynamic Label

1

Provide a Label Name

Enter a descriptive name for your label that clearly identifies its purpose.Label Selection
Use clear, descriptive names like “New Leads,” “VIP Customers,” or “High-Value Prospects” for easy identification.
2

Select a HubSpot Module and Property

Choose the HubSpot module (e.g., Contacts) that contains the property you want to use for filtering.Contact ModuleThen select the specific property from that module.Property Selection
Common properties include: Lifecycle Stage, Deal Stage, Region, Lead Status, and custom properties you’ve created in HubSpot.
3

Set the Condition

Choose a condition that determines how the property value should be evaluated:ConditionsAvailable conditions:
  • is equal to - Exact match
  • is not equal to - Excludes specific value
  • contains - Partial match
  • does not contain - Excludes partial match
4

Enter a Value

Specify the value that contacts must match (or not match) based on your condition.Subproperties
Examples: “Customer”, “Marketing Qualified Lead”, “Lead”, or any value relevant to your selected property.
5

Save the Label

Click Save to create your dynamic label. The label will be automatically created in WhatsApp, and all contacts meeting your criteria will be added.Label Created

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Benefits of Dynamic Labels

Automated Organization

Eliminate manual label management. Contacts are automatically categorized based on their CRM data.

Real-Time Sync

Labels update instantly as HubSpot records change, ensuring your WhatsApp organization always reflects current data.

Improved Targeting

Send messages to the right customer segments with confidence, knowing labels are always accurate.

Increased Efficiency

Reduce time spent searching for contacts. Dynamic labels keep your conversations organized automatically.