How to Send WhatsApp Messages from HubSpot (2026)
Step-by-step guide to integrating HubSpot CRM with WhatsApp Business API via WhatsTeam. Automate lead follow-up, deal notifications, and customer engagement.
Everything about WhatsApp message templates: categories, creation, approval process, examples by industry, and best practices.
If you want to start conversations with customers on WhatsApp, you need message templates. Every outbound message sent outside a 24-hour conversation window must use a pre-approved template -- no exceptions.
This guide covers everything you need to know: what templates are, the four categories Meta enforces, how to create them, real examples across industries, and how to avoid common rejection pitfalls.
Message templates are pre-approved message formats that businesses use to initiate conversations through the WhatsApp Business API. Meta reviews every template before it can be sent to ensure quality and prevent spam.
Templates can include:
{{1}}, {{2}} that get filled with customer-specific data (names, order numbers, dates)When a customer responds to your template, a 24-hour conversation window opens. Within that window, you can send free-form messages without needing additional templates.
Meta classifies every template into one of four categories. The category determines pricing, delivery priority, and what you can include.
Marketing templates promote your products, services, or brand. They include promotional offers, product launches, newsletters, and re-engagement messages.
Key rules:
When to use: Product announcements, seasonal promotions, abandoned cart recovery, loyalty program updates.
Utility templates deliver information the customer is already expecting. Think order confirmations, shipping updates, appointment reminders, and payment receipts.
Key rules:
When to use: Order status updates, booking confirmations, account notifications, delivery tracking.
Authentication templates deliver one-time passwords (OTPs) and verification codes. Meta provides a specific format for these.
Key rules:
When to use: Two-factor authentication, account verification, password resets, login codes.
Service templates are used to respond to customer-initiated conversations. They resolve customer inquiries and support requests.
Key rules:
When to use: Customer support follow-ups, issue resolution updates, feedback requests after a support interaction.
Before writing copy, identify which category your message falls into. Misclassifying a marketing message as utility is the fastest path to rejection.
Follow these structural guidelines:
{{1}}, {{2}} for dynamic variables.With WhatsTeam, you can submit templates directly from the campaign builder. The platform handles the API call to Meta and tracks approval status in real time.
Templates are typically reviewed within minutes, though some may take up to 24 hours.
Always send your template to an internal test group first. Check that variables render correctly, buttons work, and media loads properly.
Order Confirmation (Utility)
Hi {{1}}, your order #{{2}} has been confirmed! Estimated delivery: {{3}} Track your order: {{4}}
Abandoned Cart Recovery (Marketing)
Hey {{1}}, you left something in your cart! {{2}} is still waiting for you. Complete your purchase today and get free shipping. [Shop Now] [Unsubscribe]
Back in Stock (Marketing)
Great news, {{1}}! {{2}} is back in stock. Limited quantities available. Grab yours before it sells out again. [View Product] [Stop Notifications]
Appointment Reminder (Utility)
Hi {{1}}, this is a reminder about your appointment. Date: {{2}} Time: {{3}} Doctor: {{4}} Location: {{5}} Reply YES to confirm or NO to reschedule.
Booking Confirmation (Utility)
Your reservation is confirmed, {{1}}! Hotel: {{2}} Check-in: {{3}} Check-out: {{4}} Confirmation #: {{5}} Need to modify? Reply to this message.
Travel Deal (Marketing)
{{1}}, exclusive weekend getaway deals just dropped! Flights + hotel starting at {{2}} per person. Book by {{3}} to lock in this rate. [See Deals] [Opt Out]
Transaction Alert (Utility)
{{1}}, a transaction of {{2}} was made on your account ending in {{3}}. Date: {{4}} Balance: {{5}} If this wasn't you, contact us immediately.
OTP Verification (Authentication)
Your verification code is {{1}}. It expires in 10 minutes. Do not share this code with anyone.
Trial Expiration (Marketing)
Hi {{1}}, your free trial ends on {{2}}. Upgrade now to keep access to all features. Plans start at just {{3}}/month. [Upgrade Now] [Not Interested]
Enrollment Confirmation (Utility)
Welcome, {{1}}! You're enrolled in {{2}}. Start date: {{3}} Instructor: {{4}} Access your course materials here: {{5}}
Loyalty Points Update (Marketing)
{{1}}, you've earned {{2}} points this month! Your total balance: {{3}} points. Redeem them for exclusive rewards. [View Rewards] [Unsubscribe]
Follow these guidelines to maximize your approval rate:
Match category to content. A promotional offer is marketing, not utility. Misclassification triggers rejection.
Use clear, specific language. Vague templates like "We have exciting news!" without context get flagged.
Include sample values for variables. When submitting, provide realistic examples for every {{n}} placeholder so reviewers understand the context.
Add opt-out for marketing. Every marketing template must include a way for recipients to stop receiving messages.
Avoid prohibited content. No gambling promotions, adult content, misleading claims, or content that violates Meta's commerce policies.
Keep formatting clean. Avoid excessive capitalization, emoji overuse, or special characters that look like spam.
Provide a clear business purpose. The template should make it obvious why the customer is receiving this message.
Use proper grammar and spelling. Poorly written templates signal low quality and increase rejection risk.
If your template is rejected, you can edit and resubmit. WhatsTeam shows the rejection reason directly in the campaign dashboard so you can address it quickly.
As your WhatsApp communication grows, managing dozens of templates across languages and use cases becomes complex. WhatsTeam simplifies this:
Explore WhatsTeam pricing to find the plan that fits your messaging volume, or see a detailed breakdown of WhatsApp Business API costs including per-conversation fees.
Most templates are reviewed within a few minutes. In some cases, especially for new WhatsApp Business accounts or templates with media, it can take up to 24 hours. WhatsTeam shows approval status in real time.
You cannot edit an approved template directly. You need to create a new template with the updated content and submit it for approval. The old template remains usable until you decide to delete it.
Meta allows up to 250 message templates per WhatsApp Business Account. If you need more, you can request a limit increase through Meta. Most businesses operate well within this limit.
Meta assigns quality ratings (Green, Yellow, Red) based on user feedback. If your rating drops to Red, your template may be paused or your messaging limits reduced. Monitor engagement metrics and remove templates that generate frequent blocks or reports.
Yes. You can submit the same template in multiple languages. Each language version goes through independent approval. WhatsTeam supports managing multilingual templates from a single dashboard, making it straightforward to run global campaigns.
Ready to start building your WhatsApp message templates? Create your WhatsTeam account and launch your first campaign today. Check our WABA pricing guide for a full breakdown of template and conversation costs.
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