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Once HubSpot is connected, your team can send an approved WhatsApp template straight from a HubSpot record, using a card called WhatsApp · Ciarem. On a contact it sends to that contact. On a company or a deal it sends to the contacts associated with it. HubSpot does not show the card on its own. A HubSpot admin adds it to your record views once, and from then on everyone who uses those views sees it.

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Before you start

  • HubSpot is connected to Ciarem and its setup is finished. See HubSpot.
  • You have at least one connected WhatsApp number and one approved template.
  • You are a Super Admin in HubSpot. Only Super Admins can add an app’s card to record views.

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Add the card to your records

1

Open connected apps in HubSpot

In HubSpot, click the settings icon in the top bar. In the left menu, go to Integrations, then Connected apps.
2

Open Ciarem's app cards

Click Ciarem in the list of apps, open the Settings tab, and stay on App cards.The Ciarem app in HubSpot's connected apps, on the Settings tab, showing the WhatsApp · Ciarem card and its Manage locations button
3

Choose where the card appears

Click Manage locations on the WhatsApp · Ciarem card. A panel opens on the right with one tab per record type: Contacts, Companies and Deals. In each tab, under Record Page, tick WhatsApp · Ciarem next to the views where you want the card. Default view is the one everyone sees unless their team has its own view.The Manage locations panel with the Contacts, Companies and Deals tabs, and the WhatsApp · Ciarem box ticked for Default view
4

Save

Click Save. Open any contact and the card is there, in the middle of the record.
In Ciarem, Settings > Integrations > HubSpot has an Open connected apps in HubSpot link that takes you straight to the first step.
To move the card up or down, or to another tab of the record, go to HubSpot’s Settings > Objects, pick the record type, and open Record customization. To remove the card, go back to Manage locations, untick every view and save.

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Send a template from a contact

1

Choose the WhatsApp number

In the card, pick the number the message is sent from.
2

Choose the template

Pick one of your approved templates for that number.The WhatsApp · Ciarem card on a HubSpot contact, with the WhatsApp number and the template chosen and the Send template button
3

Fill in the variables, if the template has any

A Variable values (JSON) box appears, already listing each variable of the template. Type the value for each one between the quotes. Use fixed text, or a contact property such as {{contact.first_name}} to fill it from each recipient.
4

Send

Click Send template. The card confirms the message is queued. Refresh status shows whether it was sent, delivered or read, and Open in Ciarem opens the send in Ciarem.
Messages sent from the card are real WhatsApp messages. They are charged to your WhatsApp wallet like any other template. See WhatsApp costs and templates.

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Send to a company’s or a deal’s contacts

On a company or a deal, the card lists the associated contacts under Who receives it, all ticked. Untick anyone who should not get the message, then click Send to N selected.
  • A contact shown greyed out can’t receive this template. The row says what is missing, for example a phone number.
  • Contacts that are not synced to Ciarem are not listed. A note under the list tells you how many.
  • After sending, the card shows how many messages were sent, delivered, read and failed.

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If something is not working