Automated WhatsApp Messages for Payment Reminders

December 31, 2020 by Simran Sakshi

The WhatsApp Automation for HubSpot provides you with an effective solution to send automated WhatsApp messages to your HubSpot contacts. With this solution you can send automatic payment reminders to HubSpot contacts based on HubSpot properties like ‘payment due dates’ and ‘subscription start dates’.

How? By setting HubSpot properties as triggers on workflows and then setting an action to send automated WhatsApp messages to your contacts, reminding them about their upcoming payments. You can simply let them know when their card will get debited next or send them payment links at the appropriate date and time.

Here’s a video of how you can set up this automation using workflows within your HubSpot account. 

To avail this use case on WhatsApp for your business, you’ll first need the following: 

You can then set up a series of automatic emails and WhatsApp reminders based on specific triggers for your customers from within your HubSpot account while everything gets tracked and remains visible to your entire team on the WhatsApp Automation dashboard and the HubSpot contact timelines. 

To know more use cases and understand the capabilities of the WhatsApp automation tool, feel free to check out our tutorial videos. And for more information on the integration tool, please visit our website or book a demo.