In the panel on the right, you can view information about the visitor and associated records. To change the text style, add links, images or files, use the corresponding icons at the bottom of the editor. Additionally, you can drag and drop files from your computer into the editor window. To add a document, snippet, meeting link, database article, calculation, or video, click Insert . During the correspondence, you may need to go to an email or call a contact. Select the desired channel in the Channel field above the reply editor. You can reply to messages in the editor. change-whatsapp-channel To send a response, click Send . If the incoming message was sent from a phone number that matches the value of.

The Contact's Phone number or Mobile phone number field , the conversation Buy Bulk SMS Service will automatically be associated with that contact. WhatsApp message information is saved in Conversations properties. It can be used in work flow and reports. How to send template messages on WhatsApp through workflow You can send WhatsApp messages to contacts through Workflow. As soon as a contact subscribes to mailing lists, you can set up a work flow for him, which will send template messages to WhatsApp. To set up a work flow that will send messages to WhatsApp Open your HubSpot account and go to Automation Workflows.



The top right, click Create workflow Click on the plus icon  Send WhatsApp Message . Click Send from WhatsApp phone number and select the phone number . Click Message template and select a template. A template message must be created and edited in a WhatsApp business account. To read more about creating message templates, log into your Facebook account and open this article Meta's Business Help Center. Note Templates in WhatsApp for example etc. are generated automatically by WhatsApp itself and are not synchronized with HubSpot. HubSpot only syncs templates that you or someone else on your account has created in your WhatsApp Business account.