Marketing Integrations

RMarks15
Participant

WhatsApp integration - templates and messaging

We have set up a WhatsApp Meta Account and have integrated this to toolbox and now are unsure of hwo this works.

 

Presumably WhatsApp is an instant messagin service, this being the case we created a test message to send to my personal number. The only option available is to create a template. Once created, it then presented a screen stating the message was under review and this would take up to 48hours. 

 

Can someone please explain if i have done this wrong, or if this is correct and will happen on each occasion.

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5 Replies 5
RMarks15
Participant

WhatsApp integration - templates and messaging

I have connected whatsapp and Hubspot and are aware of the 1000 conversations per month, however, can you make me aware of what would happen if we went over this? Can we go over or is this a set limit with no additional cost?

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RMarks15
Participant

WhatsApp integration - templates and messaging

I have followed the steps to create a template however the test message we ahve sent in has a phone number, not a name and also has no profile image.

 

Is there an easy way to update this? The meta facebook page has the correct look and feel, but I cant find where to display this for whatsapp.

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StjepanGrcic
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

WhatsApp integration - templates and messaging

Thank you for the mention @BérangèreL - I think you have nailed it with the resources share. 

 

You would need Whatsapp business account to use it. I would just add: The phone number you use must not be connected to another WhatsApp account, WhatsApp for Business App, or another WhatsApp integration. If the number is already associated with another WhatsApp account, you must first disconnect it before connecting it to HubSpot.

 

Stjepan copy.jpg

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BérangèreL
Community Manager
Community Manager

WhatsApp integration - templates and messaging

Hi @RMarks15, I hope that you are well!

Great post and question, thank you for asking the Community!

You are correct here. When using the Whatsapp integration, WhatsApp allows you to initiate text conversations only by sending messages using pre-approved templates. Also, a contact must grant explicit consent to communicate using business-initiated WhatsApp messages.

I'd like to share these articles that might help you:

- Customize and send WhatsApp message templates
- Collect and manage consent for WhatsApp conversations
- Connect a WhatsApp channel to the conversations inbox
- Whatsapp Business

I'd be happy to put you in touch with some of our Top Experts and some Community Members:
Hi @Husseinkhumra, @fergoshea, @GetThatBreaD, @OllyLD, @danmoyle, @StjepanGrcic and @Bryantworks are you also using Whatsapp templates? If yes, do you get this message all the times, please?

Thank you so much for your help and have a fantastic day!

Best,
Bérangère


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danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

WhatsApp integration - templates and messaging

Tanks for the tag @BérangèreL - I would have shared the same resources. I've not used WhatsApp personally in my marketing or sales, but I've seen the option in the Inbox and in Workflows, so that's where I'd use it. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
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