Automate WhatsApp Messaging in Hubspot Forms
Save hours of manual follow‑ups with the D7 WhatsApp API. Instantly message leads, notify your team, and log every event — all triggered from your favorite tools. With Make’s powerful workflow automation, you’ll move from form submission to WhatsApp in just a few clicks.
Quick Setup Guide
Step 1: Trigger – HubSpot Forms
- In Make, choose HubSpot Forms as your trigger.
- Set it to fire when a new event or form submission occurs — for example, a new webinar registration or demo request.
Step 2: Actions – Connect D7 WhatsApp & Slack
- Add a D7 WhatsApp module.
- Map the contact’s phone number and compose your automated response using dynamic fields from HubSpot.
- Add a Slack action to instantly alert your team of each new lead.
Step 3: Log Everything with Google Sheets
- Add a Google Sheets module to append each event (name, phone, timestamp, status) to your lead tracker sheet.
- Hit “Run Once” in Make to see your end‑to‑end workflow come alive.
Developer Note
- Message formatting:Use plain text or simple line breaks for readability. Emojis are supported; avoid long URLs without shortening.
- Authentication:Generate your D7 API key from the dashboard and store it in Make as a secret environment variable for secure calls.
- Testing tips: Send test numbers through the D7 sandbox first; verify delivery statuses in the execution logs before going live.
