If you have WhatsApp or Twilio SMS channel connected to your HubSpot portal, you can set up the Octopods Proactive Cards to start sending messages directly to your contacts in HubSpot.

Once you connected your WhatsApp or SMS channel, you need to set up the proactive cards in your HS portal.

1. In Octopods dashboard > go to your channel > Click on Setup Proactive Cards

This will direct you to inside the HubSpot App to set up your proactive cards.

2. Enable your Proactive Cards in HubSpot

Octopods supports four different locations for the Proactive cards, you can set them up all:

3. Click Manage locations & Enable

That is it. Your Proactive Card is now in place. You can customize its location or view how to use it below in this guide.

4. (Optional) Customize Proactive Cards

Hover over the middle part of the View card to view the Customize Action.

Click Add card whenever you want to add the proactive card.

Click on the Card library, search proactive, and add the Octopods Proactive Card.

Note: you only need to set up the cards once for either of those channels. It is compatible with all Octopods connected channels.

For instance, if you have a Twilio app connected and its proactive card already set up. The card will pick up a new WhatsApp channel/number once connected. We support proactive message via SMS or WhatsApp Templates

1. Navigate to your Proactive Card

Make sure the contact has a valid phone number.

2. Populate Your Message

For SMS: Choose a Twilio Number & write an SMS message

For WhatsApp: Choose a WABA number & template

For WhatsApp: Populare any template variables

That's it! Octopods handles sending the message and creating a conversation in HubSpot or syncing the sent message to an open conversation with the contact.

View sent conversation:

Once the end-user replies, the conversation moves to the inbox.