Tickets & Conversations

ESarduy
Participant

WhatsApp Integration Automated Workflow

SOLVE

Hello, I have WhatsApp integrated into my account and we are advertising with WhatsApp via Meta. The conversations come through Hubspot's Inbox however they come in as "Unnknown Visitors" as they are not contacts yet. I want to create an automation to send a reply template when a user sends us a message, especially when we are away or closed. Is there any way to do this without using a third party app? 

 

I have tried to set up the workflow so far but nothing seems to work since they are not contacts in the system. 

1 Accepted solution
tverdokhlib1
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

WhatsApp Integration Automated Workflow

SOLVE

Hey @ESarduy as I understand, you want to automate sending replies to people who have contacted you via Whatsapp. It is possible to do this if you have A WhatsApp Business Account and a ready template (a pre-defined message that you must first create in your WhatsApp Business account).

 

You can then customize and use the template in HubSpot to connect with your audience once they've opted in to receive WhatsApp messages from your business. Learn more about creating WhatsApp message templates by logging into your Facebook account and check out this article in Meta's Business Help Center.

 

More info you can find in this Knowledge Base Article

 

Let me know if that helps or if you have any other questions.

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



View solution in original post

3 Replies 3
tverdokhlib1
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

WhatsApp Integration Automated Workflow

SOLVE

Hey @ESarduy as I understand, you want to automate sending replies to people who have contacted you via Whatsapp. It is possible to do this if you have A WhatsApp Business Account and a ready template (a pre-defined message that you must first create in your WhatsApp Business account).

 

You can then customize and use the template in HubSpot to connect with your audience once they've opted in to receive WhatsApp messages from your business. Learn more about creating WhatsApp message templates by logging into your Facebook account and check out this article in Meta's Business Help Center.

 

More info you can find in this Knowledge Base Article

 

Let me know if that helps or if you have any other questions.

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



ESarduy
Participant

WhatsApp Integration Automated Workflow

SOLVE
Hi, thank you for your reply. I have templates ready however it doesn't seem to let me automate it since they are not yet contacts when they reach out. Is there a workaround for this?
kvlschaefer
Community Manager
Community Manager

WhatsApp Integration Automated Workflow

SOLVE

Hi @ESarduy,

 

Thanks for reaching out to the Community! 

 

I wanted to share this related thread where @tverdokhlib1 explains how to identify unknown users via the Tracking Code API.  


Hey @tverdokhlib1 - Do you have any additional suggestions for @ESarduy's use case? Thank you! 

 

@ESarduy - I can also see that you currently have an open ticket with our support team, I would like to invite you to continue working with them as they may have some suggestions on how you can achieve your goal.

 

Thank you,

Kristen


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