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Overview

This guide walks you through creating message templates that use HubSpot contact properties as dynamic variables. These templates enable personalized WhatsApp messages through the WhatsApp Business API integration, automatically pulling data from your HubSpot CRM.

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Creating a Template with HubSpot Variables

1

Navigate to Create Template

Go to the Create Template tab and select a contact from the dropdown menu.
Navigate to Create Template tab
2

Start Template Creation

Click the Create Template button to begin.
Click Create Template button
3

Enter Template Name

Enter a unique template name. Avoid special characters in the name.
Enter template name
4

Select Template Type

Choose the appropriate template type from the available options (Marketing, Utility, etc.).
Select template type
5

Choose Language

Select your preferred template language from the dropdown.
Choose template language
6

Write Message Content

Fill in your message content in the Message Body field.
Write message body content
7

Position Cursor for Variable

Place your cursor at the exact position where you want to insert a HubSpot property value.
Position cursor for variable insertion
8

Select HubSpot Variable Option

From the available dropdown menu, select HubSpot Variable.
Select HubSpot Variable option
9

Browse HubSpot Properties

Click Add Variable to open the HubSpot properties browser.
Click Add Variable to browse properties
10

Search for Property

Use the search function to find the desired HubSpot property from the list.
Search for HubSpot property
11

Insert Variable

Click on your chosen HubSpot property to insert it as a variable in your message.
Insert HubSpot property as variable
12

Add More Variables (Optional)

Repeat the previous steps to add additional HubSpot variables as needed.
Add additional variables
13

Set Fallback Values

Enter fallback values for each variable. These default values are used when the HubSpot property data is not available for a contact.
Set fallback values for variables
14

Submit for Approval

Click Submit for Approval to send your template to META for review.
Submit template for approval

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Key Constraints

Keep these guidelines in mind when creating templates with HubSpot variables:
  • Variable placement: Do not place variables at the very beginning or end of your message
  • Balance content: Maintain a good ratio between variable count and static content
  • Unique names: Each template name must be unique across your account
  • Fallback behavior: Fallback values activate when contact owner data is inaccessible from HubSpot
Understanding Fallback ValuesThe fallback value is the default text that gets displayed in place of the HubSpot property value when that property is not available or empty for a specific contact. Always set meaningful fallback values to ensure your messages remain coherent.