Introduction #

Spoki integrates WhatsApp messaging directly into your HubSpot CRM. With this app you can:

• Chat with contacts via WhatsApp directly from the contact record page
• Automate WhatsApp messages using HubSpot workflows

Requirements #

Before installing, make sure you have:

• A HubSpot account (Professional or Enterprise recommended for workflow features)
• A Spoki account with an active WhatsApp Business API connection
• Admin permissions in your HubSpot portal

Installation #

Step 1: Find the App #

1. Go to the HubSpot App Marketplace
2. Search for “Spoki”
3. Click on the Spoki app card

Step 2: Install the App #

1. Click “Install app”
2. Select the HubSpot account where you want to install the app
3. Review the permissions requested:
   • Read contacts – to display contact information
   • Write contacts – to update contact data
   • Automation – to use workflow actions
4. Click “Connect app”

Step 3: Authorize with Spoki #

1. You will be redirected to Spoki’s authorization page
2. Log in with your Spoki credentials
3. Select the Spoki workspace to connect
4. Click “Enable” to complete the connection

Configure the Spoki Card #

The Spoki card allows you to chat with contacts directly from their record page.

Add the Card to Contact View #

1. Navigate to Contacts in HubSpot
2. Open any contact record
3. Click “Customize” (top right)
4. In the sidebar section, click “+ Add cards”
5. Find “Spoki” in the card library and add it
6. Click “Save”

Using the Card #

1. Open a contact record
2. Find the Spoki card in the sidebar
3. Click “Open Spoki Chat”
4. A chat window will open where you can send WhatsApp messages to the contact

Note: The contact must have a valid phone number to receive WhatsApp messages.

Configure Workflow Actions #

The Spoki workflow action allows you to automatically trigger WhatsApp automations when contacts enter a workflow.

Create a Workflow with Spoki Action #

1. Go to Automation > Workflows
2. Create a new workflow or edit an existing one
3. Click “+” to add an action
4. Search for “Start Spoki Automation”
5. Configure the action fields:

Field	Description	Required
Automation UUID	The unique ID of your Spoki automation	Yes
Automation Secret	The secret key for authentication	Yes
Phone	Contact’s phone number (use contact property)	Yes
First Name	Contact’s first name	No
Last Name	Contact’s last name	No
Email	Contact’s email address	No
Custom Fields	Additional data in JSON format	No

Finding Your Automation UUID and Secret #

1. Log in to your Spoki dashboard
2. Go to Automations
3. Select the automation you want to trigger
4. Copy the UUID and Secret from the HubSpot trigger