Instant Lead Qualification via WhatsApp Buttons
Stop sending qualification forms via email. Send interactive buttons on WhatsApp the moment someone becomes a contact--get their answer in seconds, not days.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Qualification requires back-and-forth messaging or email forms. This creates friction and delays your deal pipeline while you wait for responses.
- Qualify leads in real-time without email friction
- Get immediate responses via simple button taps
- Keep the conversation in WhatsApp instead of email
- Build lead intent data automatically
Setup
Build it in a few focused steps.
- 1Connect Hubspot and WhatsApp integrations to Notis
- 2Create an automation with the prompt: When a new contact joins Hubspot, ask them via WhatsApp buttons: Are you actively hiring? (Yes/No/Unsure)
- 3Set the trigger to Contact Created
- 4Notis will send interactive buttons with your question--recipients tap to respond
- 5Choose your report channel for responses
- 6Test by creating a contact and seeing the buttons appear on your WhatsApp
Questions about this workflow
What button options are best for qualification?
Use 2-3 clear options: Interested, Not Right Now, Ask Me Later or similar. Fewer buttons = faster responses.
How do I capture the responses?
Notis reads the button responses and can automatically update Hubspot contact fields (like lead stage) based on which button was clicked.
Do contacts need to have started a conversation first?
Yes. WhatsApp policy requires the contact to have texted you first. If they haven't, the message won't deliver.
Can I send buttons to existing contacts?
This workflow covers new contacts. For existing contacts, use a webhook or cron-based automation to send targeted button surveys.
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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