Negotiation Updates via WhatsApp
Negotiation requires momentum. The moment a deal enters negotiation stage in Hubspot, send a WhatsApp message confirming next steps--keeping everyone aligned and energized.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Deals sit in negotiation limbo. Contacts don't know what's happening, you're managing email threads, and momentum dies.
- Keep deals moving with quick status updates
- Reduce email clutter in negotiation phase
- Build trust through transparency
- Maintain momentum during critical stages
Setup
Build it in a few focused steps.
- 1Connect Hubspot and WhatsApp to Notis
- 2Create an automation: Send a WhatsApp message when deals enter Negotiation stage, confirming we're working on their proposal
- 3Set the trigger to Deal Stage Updated with Negotiation (or your equivalent stage)
- 4Customize the message in your prompt with specifics: Let them know their proposal is being finalized and share an ETA
- 5Choose your notification channel
- 6Test by moving a real deal into negotiation stage
Questions about this workflow
What should I say in the negotiation message?
Keep it brief: acknowledge the progress, confirm you're working on their proposal, give a realistic timeline for next steps (e.g., 24 hours). Avoid unnecessary detail.
Will this trigger multiple times if the deal stays in Negotiation?
No, it triggers only when the deal first enters this stage. If you need reminders, create a separate cron-based automation.
Should I include pricing or deal terms?
No. This message confirms activity, not details. Specific terms should come in official documents or calls.
Can I send a different message by deal size?
With a single automation, all deals in Negotiation get the same message. For segmented messaging, create multiple automations with webhook triggers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Hubspot and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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