Automating WhatsApp Contacts Creation in HubSpot via Pabbly

[vais]

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I authorize Pabbly Support to log in to my account and make changes to the specified workflow for troubleshooting.

Dear Team,

I would like to set up an automation where, when a user starts communicating with us via WhatsApp, the contact is automatically created in HubSpot CRM. Please help me on this.


Thanks,

 

[Preeti Paryani]

Hey @vais,

Could you please confirm the trigger application you are using to manage your WhatsApp messages? Knowing the specific application will help us guide you correctly with the workflow setup.

Looking forward to your response.

 

[vais]

Hi Preeti,

Please find the workflow below.

Pabbly Connect

connect.pabbly.com

Thanks.

 

[ArshilAhmad]

Pabbly Connect

connect.pabbly.com

The workflow you had set up was already correct. Each time you receive a new message on WhatsApp, a contact will be added to your HubSpot CRM account.

We’ve made a slight change to your workflow by adding a Search a Contact action step along with a Filter step. This ensures that if the contact already exists in your HubSpot account, it won’t be added again, thereby preventing errors related to duplicate contacts.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
Pabbly.com
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