HubSpot: welcome new contacts
When a contact is created in HubSpot, Zapier adds them to Tobachat and starts a flow that sends your welcome template. Only for people who've agreed to hear from you on WhatsApp.
Our Zapier app links WhatsApp to the tools you already use. A new lead in your CRM gets a welcome message, and every incoming chat can land in a spreadsheet. No code needed.
30 days free, no credit card required
Prefer a hand getting started? We'll get you started
When a contact is created in HubSpot, Zapier adds them to Tobachat and starts a flow that sends your welcome template. Only for people who've agreed to hear from you on WhatsApp.
A new lead in Salesforce becomes a Tobachat contact with a Lead label, ready for your next campaign.
Each incoming message becomes a new row with the number, the time, and the text. Useful for anyone who needs to follow along without working in the inbox.
When someone opts out on WhatsApp, Zapier updates their record in your CRM, so nobody adds them to a WhatsApp send there again.
Under Integrations in your dashboard, you'll find the invite link to our Zapier app. It isn't listed in Zapier's public directory.
In the same place, create an API key. It's shown once, so copy it right away.
Choose Tobachat as the app in your Zap and paste the key when Zapier asks you to connect an account.
A plain text message through Zapier only works within 24 hours of the customer's last message. Outside that window, use the action that sends a template.
Integrations come with the Growth plan. Zapier itself is billed under whatever plan you have with them.
30 days free, no credit card required.
Prefer a hand getting started? We'll get you started