Send WhatsApp message when HubSpot deal stage changes
Keep your customers informed automatically when their deal progresses through your sales pipeline. This template monitors HubSpot deals and triggers whenever a deal stage changes. It then retrieves the contact associated with that deal and sends them a WhatsApp message using WhatsScale. Perfect for sales teams that want to notify customers when their deal moves forward — such as when a proposal is sent, a contract is approved, or a deal is closed. How it works: 1. HubSpot detects when a deal’s stage changes 2. The scenario fetches the contact associated with that deal 3. The contact details are retrieved from HubSpot 4. WhatsScale sends a WhatsApp message to the contact’s phone number This ensures customers receive real-time updates about their deal progress without requiring manual messages from your sales team. WhatsScale’s built-in message throttling helps keep your messages within WhatsApp sending limits. Requirements: A HubSpot CRM account with deals and contacts, and a WhatsScale account with an active WhatsApp session. Built by WhatsScale — support@whatsscale.com
Keep your customers informed automatically when their deal progresses through your sales pipeline. This template monitors HubSpot deals and triggers whenever a deal stage changes. It then retrieves the contact associated with that deal and sends them a WhatsApp message using WhatsScale. Perfect for sales teams that want to notify customers when their deal moves forward — such as when a proposal is sent, a contract is approved, or a deal is closed.
How it works:
- HubSpot detects when a deal’s stage changes
- The scenario fetches the contact associated with that deal
- The contact details are retrieved from HubSpot
- WhatsScale sends a WhatsApp message to the contact’s phone number
This ensures customers receive real-time updates about their deal progress without requiring manual messages from your sales team. WhatsScale’s built-in message throttling helps keep your messages within WhatsApp sending limits.
Requirements: A HubSpot CRM account with deals and contacts, and a WhatsScale account with an active WhatsApp session. Built by WhatsScale — support@whatsscale.com
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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