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Marketing Automation

WhatsApp Campaign

Broadcast approved WhatsApp template messages to customer lists with delivery analytics.

Automation overview

What this automation does

This automation starts when airtable WhatsApp campaign approved row. It twilio send template messages and hubspot update delivery status, then failed numbers flagged; SHOP keyword routes to sales bot. AI handles generation and decision logic in the middle of the flow.

Trigger
Airtable WhatsApp campaign approved row
Main actions
Twilio send template messages → HubSpot update delivery status
Final outcome
Failed numbers flagged; SHOP keyword routes to sales bot
Execution time
30–90 seconds
Apps used
4 integrations
AI-powered
Yes
Difficulty
Beginner
AIBeginner
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Airtable
Campaign approved
Step 1
Twilio
Send template messages
Step 2
HubSpot
Update delivery status
Result
Slack
Campaign analytics
Step-by-step

How each step runs

  1. 1
    AirtableTrigger
    Campaign approved

    Airtable WhatsApp campaign approved row

  2. 2
    Twilio
    Send template messages

    Twilio WhatsApp template batch send with HubSpot merge fields

  3. 3
    HubSpot
    Update delivery status

    Delivery and read receipt webhooks update HubSpot properties

  4. 4
    Slack
    Campaign analytics

    Failed numbers flagged; SHOP keyword routes to sales bot

Apps used

Connected applications

Airtable

Approved

Twilio

Approved

HubSpot

Approved

Slack

Approved

Summary

Automation summary

Trigger
Airtable WhatsApp campaign approved row
Inputs
Airtable WhatsApp campaign approved row, Business Name, Notification Email, Timezone
Outputs
Failed numbers flagged; SHOP keyword routes to sales bot, Twilio send template messages, HubSpot update delivery status
Business goal
Automate whatsapp campaign end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Airtable, HubSpot, Twilio, WhatsApp, AI provider API
Benefits

Why use this automation?

Save ~3 hours/week

Remove repetitive steps from WhatsApp Campaign so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • Airtable
  • HubSpot
  • Twilio
  • WhatsApp

Required accounts

  • Active Airtable workspace with API access
  • Active HubSpot workspace with API access
  • Active Twilio workspace with API access
  • Active WhatsApp workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OpenAI or compatible AI provider API key
  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)
  • Permission to send prompts to your AI provider

Estimated setup time

  • 1 hour including app authorization and test run
  • Difficulty: Beginner

Optional apps

  • Slack (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~12 min

Required connections

  • Airtable(required)
    PreviewAirtable: workflow actions run in preview
    ⚠ Missing
  • Twilio(required)
    PreviewTwilio: workflow actions run in preview
    ⚠ Missing
  • HubSpot(required)
    PreviewHubSpot: workflow actions run in preview
    ⚠ Missing
  • • Missing connection: Airtable
  • • Missing connection: Twilio
  • • Missing connection: HubSpot
Manage all connections →View all installations →

Workflow summary

Trigger
Airtable WhatsApp campaign approved row
Steps
4 nodes
Required apps
3
Optional apps
1

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

AIFreeBeginnerPreview1 hour setup★3.88.1k installs · 326 reviews
Customize for My Business
Analytics

Template performance

44.4k
Views
8.1k
Installs
725
Favorites
3.8
Avg rating
18.3%
Conversion
1 min
Setup time
97%
Success rate
71
Trending score
Most used integrations
AirtableTwilioHubSpot

Airtable campaign approved triggers Twilio WhatsApp template send—pre-approved Meta template name, variable merge from HubSpot contact fields, batch 50/min with delivery and read receipt webhooks updating HubSpot campaign properties, failed numbers flagged invalid, and reply keyword `SHOP` routes to sales bot.

Some steps run in preview until their integrations go live.

Required apps
AirtablePreviewTwilioPreviewHubSpotPreview
Optional apps
SlackLive
All integrations
AirtableTwilioHubSpotSlack
Workflow preview

How WhatsApp Campaign runs

1
Trigger
Register Meta templates
2
Process
AI decision layer
3
Action
airtable
4
Notify
Alert & log
AirtableTwilioHubspotSlack
Setup steps

Get started in 5 steps

  1. 1
    Connect WhatsApp marketing

    Airtable, HubSpot, Twilio WhatsApp templates, Slack analytics.

  2. 2
    Register Meta templates

    Ensure template approved in Meta Business Manager with variable slots mapped.

  3. 3
    Build recipient list

    HubSpot list with valid WhatsApp opt-in and E.164 phone format.

  4. 4
    Configure batch sending

    50 messages/minute default; pause on error rate spike.

  5. 5
    Test template variables

    Internal numbers verify merge fields and reply routing.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification Emailemail—Yes
Timezoneselect—Yes
Brand VoiceselectProfessionalNo
Slack Channeltext#generalNo
FAQ

Frequently asked questions

Outside 24h window?

Marketing templates only; session messages not used for broadcast.

Opt-out keyword?

STOP updates HubSpot and blocks future WhatsApp marketing.

Rich media templates?

Header image URL from Airtable passed to template media slot.

Click tracking?

Short links in template body via Bitly with per-contact UTM.

Get started

Customize WhatsApp Campaign for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert