HubSpot + Messaging Integration: Trigger Campaigns From Your CRM Workflows
Stop exporting contact lists out of HubSpot to send them somewhere else. Get Click Media's pre-built HubSpot integration triggers WhatsApp, RCS, and SMS campaigns and notifications directly from the HubSpot workflows you already build- with engagement synced straight back to the contact timeline.
Pre-built HubSpot connector · WhatsApp + RCS + SMS · One workflow builder
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How the HubSpot Integration Works
Five steps, mostly configuration- no rebuilding the workflows your team already relies on.
Connect your HubSpot account
Authorise Get Click Media's app from the HubSpot App Marketplace flow, or hand your account manager API access. No custom development required for standard HubSpot workflows.
Map contact and deal properties
We map the HubSpot properties you already use- phone number, lifecycle stage, deal stage, custom fields- to the variables your WhatsApp, RCS, and SMS templates need.
Build or extend a workflow with a messaging trigger step
Inside HubSpot's own workflow builder, add a messaging action as a step- alongside your existing email, task, and property-update actions. Nothing about how you build workflows changes.
Messages send automatically at that workflow step
When a contact reaches the messaging step, WhatsApp, RCS, or SMS sends automatically- no manual export, no separate campaign tool, no copy-pasting lists between systems.
Engagement syncs back to the HubSpot contact timeline
Delivery, read, and reply events log back onto the HubSpot contact record as timeline events, so your sales and marketing teams see message activity in the same place as every other touchpoint.
Which channel for which workflow step
WhatsApp, RCS, and SMS each earn their place in a HubSpot workflow for different reasons- most workflows end up using more than one.
WhatsApp- rich nurture and support conversations
Triggered from a HubSpot workflow, WhatsApp carries images, catalog-style carousels, and CTA buttons- suited to nurture sequences, demo follow-ups, and support conversations that benefit from a two-way chat rather than a one-off blast.
RCS- verified branded campaign cards
RCS delivers a Google-verified, branded rich card natively inside Google Messages on Android- a fit for campaign-style workflow steps where verified branding matters and the recipient may not have opted into WhatsApp.
SMS- high-open-rate reminders and DND-exempt transactional content
SMS reaches any mobile number without an app or opt-in gate, and transactional content (OTPs, appointment and renewal reminders) is exempt from TRAI's promotional DND filtering- making it the reliable fallback step in a HubSpot workflow.
What teams trigger from HubSpot workflows
New lead instant WhatsApp welcome
A form fill or new-contact creation in HubSpot triggers an instant WhatsApp welcome message, so a lead hears from you in seconds instead of waiting on a queued email send.
Lifecycle-stage-change notification
When a contact moves from Lead to MQL to SQL in HubSpot, a workflow step sends a stage-appropriate WhatsApp or SMS notification- to the contact, an internal Slack channel, or the assigned rep.
Abandoned form or demo-request follow-up
A contact who starts a demo-request form but doesn't submit, or goes cold after requesting one, gets an automatic WhatsApp or SMS nudge from the same HubSpot workflow that already tracks the drop-off.
Nurture sequence step delivered via WhatsApp instead of email-only
Swap or add a WhatsApp step into an existing HubSpot nurture sequence, so a stage of the sequence that used to be email-only now reaches contacts on a channel with a materially higher open rate.
Renewal or usage-based reminder
Deal close-date or custom usage-property triggers in HubSpot fire a renewal reminder over SMS or WhatsApp- timed to the account's own renewal window rather than a fixed calendar blast.
Event or webinar registration confirmation
A HubSpot form submission for an event or webinar triggers an immediate WhatsApp or SMS confirmation, with reminder steps further down the same workflow as the event date approaches.
Built to sit inside HubSpot, not next to it
Pre-built integration- no custom development
HubSpot is one of our pre-built CRM integrations. Standard HubSpot workflows connect through configuration, not a custom development project.
All three channels from the same workflow builder
WhatsApp, RCS, and SMS are all triggerable as steps inside HubSpot's native workflow builder- one integration, not three separate tools bolted on.
Engagement logged to the contact timeline automatically
Delivery, read, and reply events write back to the HubSpot contact record automatically, so message activity sits alongside every other touchpoint your team already tracks.
DLT, Meta, and Google compliance handled
SMS DLT registration, Meta WhatsApp template approval, and Google RCS brand verification are all managed as part of onboarding- your HubSpot workflows send through fully compliant channels from day one.
Ready to trigger messaging from your HubSpot workflows?
Talk to our team about connecting HubSpot to WhatsApp, RCS, and SMS- most standard workflows connect through configuration, not custom development.
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Questions about the HubSpot integration
HubSpot is a pre-built integration- one of the CRMs Get Click Media already has ready-made connectors for, alongside Salesforce (including Financial Services Cloud), Zoho CRM, Freshdesk, LeadSquared, and Sell.do. Standard HubSpot workflows connect through configuration rather than a custom development project.
Connecting HubSpot and mapping your contact and deal properties is typically the fast part of onboarding- most of the overall timeline is governed by WhatsApp template approval and any DLT or RCS brand verification your channel mix requires, which our team manages alongside the HubSpot connection.
The messaging action can be added as a step inside any HubSpot workflow built in HubSpot's native workflow builder- form submissions, lifecycle-stage changes, deal-stage changes, property updates, or a custom enrollment trigger you already use.
Yes. Delivery, read, and reply events for WhatsApp, RCS, and SMS sync back to HubSpot and log as timeline events on the contact record, so your team sees message activity in the same place as emails, calls, and notes.
Yes. A single HubSpot workflow can attempt WhatsApp first and fall back to SMS if a contact hasn't opted in, or route to RCS for Android contacts- all as steps within the same workflow rather than separate campaigns you manage individually.
Yes. The integration works with contact and workflow data from Marketing Hub and Sales Hub alike, so both marketing nurture sequences and sales-side deal-stage or renewal workflows can trigger WhatsApp, RCS, or SMS steps.
Workflow automation with custom trigger steps is a HubSpot Professional and Enterprise feature within Marketing Hub or Sales Hub- our team will confirm compatibility with your specific HubSpot plan during onboarding.
Connect HubSpot to WhatsApp, RCS, and SMS today
Pre-built integration · All three channels from one workflow builder · Engagement synced to the contact timeline · DLT/Meta/Google compliance handled.