Octopods now brings powerful messaging capabilities directly to your HubSpot workflows. Send WhatsApp Message Templates and SMS messages programmatically to your contacts, seamlessly integrating multichannel messaging into your existing HubSpot automation.
WhatsApp Message Templates
Templates are reusable WhatsApp messages that you can send to your contacts, with customizable variables that adapt to each recipient. These are useful for notifications, follow-ups, and customer service communications.
Once the 24-hour customer service window has expired, Message Templates are the only way you'll be able to reestablish contact with your customer. Click here for more information on the customer service window.
What you can do:
Send pre-approved WhatsApp message templates to your HubSpot contacts
Personalize messages with dynamic variables from HubSpot contact properties
Trigger WhatsApp messages based on HubSpot workflows and automation
Track message delivery status and sync conversations back to HubSpot
Create new HubSpot contacts when messaging new WhatsApp users
Assign conversations to specific HubSpot team members
SMS Messaging
Send direct SMS messages to your contacts for time-sensitive communications, alerts, and simple notifications that don't require WhatsApp's template approval process.
What you can do:
Send instant SMS messages to any phone number
Integrate SMS into your HubSpot workflows and sequences
Track delivery status and engagement in HubSpot
Create conversations in HubSpot from SMS interactions
Build custom SMS campaigns triggered by contact behavior
Reach contacts who may not use WhatsApp
How Does It Work?
Once your WhatsApp Business API account or SMS channel is connected to HubSpot through Octopods, we generate an API Key that can be used to access our messaging APIs.
You can retrieve your API Key directly from your Octopods dashboard, as follows:
Step 1: Select your channel
Navigate to your Octopods dashboard and select the WhatsApp Business account or SMS channel you want to integrate with HubSpot.
Step 2: You'll find the API key on the account screen
Your unique API key will be displayed on the account settings page. Keep this key secure as it provides access to send messages on behalf of your connected channel.
Getting Started
Ready to integrate messaging into your HubSpot workflows? Check out our complete API reference documentation:
The WhatsApp API reference includes detailed endpoint documentation for sending templates, managing variables, tracking delivery status, and handling media attachments.
The SMS API reference covers everything you need to send SMS messages, including authentication, message length considerations, delivery tracking, and compliance best practices.
Use Cases
Customer Support
Send appointment confirmations via WhatsApp templates
Alert customers about order updates through SMS
Trigger support messages based on ticket status changes
Marketing & Sales
Send personalized WhatsApp promotions with rich media
SMS reminders for abandoned carts or upcoming renewals
Follow up with leads via their preferred messaging channel
Operations
Notify teams about new HubSpot deals via SMS
Send WhatsApp notifications for service issues
Alert customers about account changes or security events
Why Use Both Channels?
WhatsApp Message Templates are ideal for:
Rich media messages (images, videos, documents)
Interactive buttons and quick replies
International messaging
Higher engagement rates
Two-way conversations
SMS is ideal for:
Immediate delivery without app requirements
Universal reach (every phone receives SMS)
Time-sensitive alerts
Simpler implementation
Regulatory compliance scenarios
By using both channels through HubSpot, you can reach contacts on their preferred platform and optimize your messaging strategy for different use cases.
Need help? Our support team is ready to assist you with your integration.