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 — [email protected]

    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
    Platform
    make
    Category
    f3ef7db2-757a-4b7d-a049-5825053c5d97
    Price
    Free
    Rating
    0 out of 5 (0 reviews)
    Downloads
    0
    Creator
    Jordi Faber
    • automation
    • make
    • hubspotcrm
    • whatsscale
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