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:1
Eazybe Connected
Chrome extension installed and connected to WhatsApp
2
HubSpot Connected
Eazybe connected to HubSpot via OAuth
3
Permissions
HubSpot user with appropriate permissions (varies by playbook)
Quick Reference
WABA Required: Workflow Automation, Deal Stage Alerts, and Broadcast playbooks require WhatsApp Business API for automated sending.