HubSpot Whatsapp Automation
Automatically reach out to new MQLs on WhatsApp, offer a quick product walkthrough, and schedule calls so more leads become sales-ready conversations.
Why This Workflow Matters
This workflow helps you connect with new marketing-qualified leads at exactly the right moment when their interest is highest. Instead of manually chasing every MQL, WhatsApp messages go out automatically with a friendly offer for a quick walkthrough of your product.
Your team can then move qualified leads straight into scheduled calls, giving sales more engaged conversations and helping you increase your MQL → SQL rate without adding extra manual work.
How The Automation Works
- The workflow starts when a contact’s lifecycle stage is updated in HubSpot, for example, when they become a Marketing Qualified Lead (MQL).
- ActiveCampaign then tags the contact as “mql” so your team and systems can easily identify them.
- ActiveCampaign triggers a webhook to the D7 WhatsApp API.
- Through that webhook, the contact receives a personalized WhatsApp message : “Hi {{name}}, want a quick walkthrough of {{product}}?”
- When the contact replies with interest, your team can move to the next follow-up step: scheduling a call.
- By consistently turning interested MQLs into scheduled calls, this workflow helps you improve your MQL → SQL rate , giving your sales team more qualified conversations.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Contact’s lifecycle stage is updated in HubSpot to MQL | Captures the exact moment a lead becomes marketing-qualified. |
| 2 | ActiveCampaign adds the mql tag to the contact | Clearly marks contacts as MQLs for tracking and reporting. |
| 3 | ActiveCampaign sends a webhook to D7 WhatsApp API | Connects your CRM and messaging so outreach happens automatically. |
| 4 | WhatsApp sends: “Hi {{name}}, want a quick walkthrough of {{product}}?” | Delivers a personalized, friendly message right on the lead’s phone. |
| 5 | Interested leads respond on WhatsApp | Starts a natural conversation in a familiar channel. |
| 6 | Your team schedules a call with engaged leads | Moves qualified leads quickly into real sales conversations. |
| 7 | Sales tracks how many MQLs become SQLs | Makes it easy to measure improvements in your MQL → SQL rate. |
| 8 | Workflow continues to run for every new MQL | Ensures consistent, scalable follow-up without extra manual effort. |
Whatsapp Message Variations
Original:
Hi {{name}}, want a quick walkthrough of {{product}}?
Template-friendly variations:
- Hi {{name}}, would you like a quick walkthrough of {{product}} to see how it can help you?
- Hi {{name}}, thanks for your interest in {{product}}. Would a short walkthrough help you decide if it’s a fit?
- Hi {{name}}, we noticed you checked out {{product}}. Can I schedule a brief walkthrough to show you key features?
Who This Workflow is For
This workflow is ideal for:
- B2B SaaS companies that want to turn new trial signups or demo requests into qualified sales calls.
- Agencies and consultancies that use HubSpot to manage leads and need a faster way to engage new MQLs.
- Software and tech providers offering product tours, demos, or onboarding sessions.
- Education, training, or course providers that want to invite warm leads to a discovery call or program walkthrough.
- Any business with a sales team that tracks MQLs in HubSpot and wants to improve their MQL → SQL rate using quick, personal WhatsApp outreach.
