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You can send WhatsApp messages directly from HubSpot using Rasayel’s WhatsApp-HubSpot integration. You can send WhatsApp messages from a HubSpot contact page or a HubSpot deal page.

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Start a new WhatsApp conversation

On HubSpot, go to the contact (or deal) page you’d like to send a message to. On the right side, you see all of the WhatsApp conversations associated with the contact (or deal). If WhatsApp’s 24-hour customer service window has expired or if you want to start a new WhatsApp conversation, you can only send a WhatsApp message template or a bot flow that you’ve created in advance.
  1. Go to the contact (or deal) page.
  2. Scroll down on the right sidebar.
  3. Click Send message.
  4. Select the WhatsApp channel (number) you want to send a message from.
  5. Select the desired message template or bot flow.
  6. If the template has variables, fill in the variables and click Send message
Once the contact responds, the conversation will open. From there, you can continue to communicate with the customer with free-form messages (without templates). To send a message,
  1. Type your message in the composer.
  2. Click Send. The message is sent.

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Continue an existing WhatsApp conversation

If you already have a conversation with a customer that you’d like to continue, follow these steps:
  1. Go to the contact (or deal) page you’d like to send a message to.
  2. On the right side, find the conversation you want to continue.
  3. Click Actions → Open conversation.
  4. Type any message or record a voice note or choose a file by clicking on the + sign.
  5. Click Send.