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HubSpot Integration

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

Trusted by 10,000+ businesses across India

GD Goenka
Bada Business
NexusPay
Salary Now
IBG Network
Niramaya Healthcare
Smart Realty
Evanik
Radius
Logic Education
HeliPkg
Acer Labs
VisionTech
Teleopedia
Shipline
Max Labs
Ini Homes
Cashi
Prime Dental
WWICS
GD Goenka
Bada Business
NexusPay
Salary Now
IBG Network
Niramaya Healthcare
Smart Realty
Evanik
Radius
Logic Education
HeliPkg
Acer Labs
VisionTech
Teleopedia
Shipline
Max Labs
Ini Homes
Cashi
Prime Dental
WWICS
How It Works

How the HubSpot Integration Works

Five steps, mostly configuration- no rebuilding the workflows your team already relies on.

01

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.

02

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.

03

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.

04

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.

05

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.

Channel Breakdown

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.

Use Cases

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.

Why Get Click Media for HubSpot

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.

Request a Demo
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Frequently Asked Questions

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.

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.

Request a Demo