Send WhatsApp Welcome Messages to New Hubspot Contacts
Meet new contacts where they already are. The moment someone joins your Hubspot contact list, they get a warm welcome via WhatsApp--no manual texting, no delays.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New contacts slip through the cracks while you're managing everything else. Manual follow-up is cognitive overhead you don't have the bandwidth for.
- Greet prospects instantly without manual effort
- Build rapport in their preferred channel
- Reduce time spent on repetitive follow-ups
- Never miss a new contact again
Setup
Build it in a few focused steps.
- 1Connect Hubspot and WhatsApp to Notis through the portal (do this once)
- 2Ask Notis or visit Automations to create a new automation
- 3Set your prompt: Send a welcome message to every new Hubspot contact on WhatsApp
- 4Choose the trigger: Contact Created from Hubspot
- 5Pick the channel where Notis reports successful messages (email, Telegram, WhatsApp)
- 6Test with a real contact creation and check your phone for the message
Questions about this workflow
Will existing contacts get welcomed?
No. The automation only triggers when new contacts are created. To message existing contacts, create a separate webhook-based workflow.
Can I customize the welcome message?
Yes. Include specific wording in your automation prompt, like Send a welcome message saying: Hi, thanks for connecting! Notis will adapt the message while keeping it natural.
What if a contact doesn't have a WhatsApp number?
Notis attempts to send to the phone number in Hubspot. If no number exists or the contact hasn't initiated a conversation on WhatsApp, delivery will fail silently--no errors sent to you.
How often does this run?
Every time a new contact is created in Hubspot, instantly.
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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