Overview
Practical guides for implementing WhatsApp workflows with HubSpot. Each playbook includes HubSpot-specific screenshots, workflow examples, and configuration steps.Lead Capture
Auto-create HubSpot contacts from WhatsApp
Chat Backup
Log WhatsApp messages to HubSpot timeline
Workflow Automation
Trigger WhatsApp from HubSpot workflows
Deal Stage Alerts
WhatsApp notifications when deals move
Team Performance
Track WhatsApp metrics in HubSpot
Broadcast from Lists
Send campaigns using HubSpot lists
Prerequisites
Before starting any playbook:Quick Reference
| Playbook | Time | Difficulty | HubSpot Plan |
|---|---|---|---|
| Lead Capture | 10 min | Easy | Free+ |
| Chat Backup | 5 min | Easy | Free+ |
| Workflow Automation | 20 min | Medium | Professional+ |
| Deal Stage Alerts | 15 min | Medium | Professional+ |
| Team Performance | 15 min | Easy | Free+ |
| Broadcast from Lists | 30 min | Medium | Starter+ (for lists) |
WABA Required: Workflow Automation, Deal Stage Alerts, and Broadcast playbooks require WhatsApp Business API for automated sending.