Introduction

ValueFirst Digital offers a marketplace application for HubSpot users to seamlessly send WhatsApp messages to their customers using the ValueFirst WhatsApp API. Below is a simplified guide to get started.

Purpose

This application helps HubSpot users to integrate WhatsApp for sending customer communications efficiently, including text and rich media messages.

Key Features

1. Configuring a single WhatsApp account.
2. Manage and auto-fetch WhatsApp templates.
3. Send WhatsApp messages from HubSpot modules (Contacts, Companies, Deals, Tickets).
4. Supports bulk and single message sending.
5. Automated notifications using HubSpot Workflows.
6. View delivery reports and inbound WhatsApp messages in Contact Activity.

Pre-requisites

• XML Account for WhatsApp: Ensure you have an XML account for WhatsApp with ValueFirst.
• IP Whitelisting: Request IP whitelisting for your XML account by contacting ValueFirst support. 3.108.187.149

Configuration:

Authorize Your HubSpot Portal

• Sign up and authorize your HubSpot portal by clicking "Login via HubSpot" in the application.

  

  

Configure Your WhatsApp Account

• Go to WhatsApp Configurations in the portal.
• Click Add New WhatsApp Configuration and enter your account details (Username & Password).

  

  

Set Up Inbound Webhook

• Copy the webhook URL from Application Configuration > WhatsApp Configuration.
• Share this webhook URL with the ValueFirst sales/support team for inbound message setup.

  

  

Fetch WhatsApp Templates

• Navigate to WhatsApp Templates in the portal.
• Click Fetch WhatsApp Templates to auto-fetch all your approved templates.

  

  

Send WhatsApp Messages

• Single Messages:
  • Go to a Contact, Company, Deal, or Ticket in HubSpot.
  • Click Send WhatsApp, select a template, and send your message.
• Bulk Messages:
  • Log in to the portal, choose a list of contacts in Message Sender, select a template, and click Send.

  

  

  

  

View Reports

• All sent messages, including delivery reports, are synced as separate entries in the respective Contact's Activity timeline.

  

  

Inbound Message Visibility

• Inbound WhatsApp messages are logged in the Contact's Activity timeline for easy tracking.

  

  

Automate with HubSpot Workflows

• Navigate to Automation > Workflow in HubSpot.
• Choose Send WhatsApp, select a template, and click Save to set up automated notifications.