You will need
- Your tyntec API key from your tyntec account
- Your WhatsApp Business Account Number that has been assigned to you by tyntec
- Your WhatsApp Message Template for the invite
- A Zapier premium account that allows multi-step Zaps and Filtering by Zapier
- Your HubSpot account with a testing contact
- Your testing phone with WhatsApp installed
Step one: Save Incoming WhatsApp messages as HubSpot notes
1. Click on our sharing link.
2. After clicking on Try this Zap, the Zap designer page opens. Connect your tyntec account to get started. Click Continue and test your trigger.






Step Two: Send a WhatsApp message for new HubSpot notes
1. Click on our sharing link.
2. After clicking on Try this Zap, the Zap designer page opens. Connect your HubSpot account to get started. Click Continue. Set the Trigger to Note. Then click Continue.
3. In the Only continue if… step, set the condition Metadata body to the note. If you want, adjust the OUT- to any specific phrase of your choice (check phrase). When you finish, click on Continue. click on Continue.









More?
There are many more ways to automate your work with Hubspot and tyntec Conversations. You can, for example, send a WhatsApp invitation to a new HubSpot meeting. Moreover, if you are using HubSpot-supported video conferencing software, you can also send the join URL.
