πŸ”— HubSpot KB Bridge: Use whatsapp message templates in hubspot

πŸ’‘ Core Capability

After creating a message template in Meta’s WhatsApp Account Manager, review and personalize synced templates directly in HubSpot. Templates created in your WhatsApp Business account are automatically synced with HubSpot, where you can customize them, use them in workflows, or send them to contacts via the record, conversations inbox, or help desk.

πŸ› οΈ Key Operations & Headings Outline

  • Before you get started
    • Requirements
  • Limitations
  • Insert template variables, components and configure external media
    • Use tracked URL buttons
      • Copy HubSpot tracking link
    • Create a tracked URL button in Meta
  • Customize a WhatsApp message template in HubSpot
  • Send WhatsApp messages in HubSpot
    • Send a WhatsApp message in a workflow
    • Send a WhatsApp message from the record timeline
    • Send and respond to WhatsApp messages in the conversations inbox or help desk

πŸ“‹ Subscription Availability

  • Marketing Hub Professional, Enterprise
  • Service Hub Professional, Enterprise

πŸ”— WayCup Operations & Workspace Context


TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot