To ensure workflow messages are scheduled successfully, the Email ID registered on your HubSpot account and your Eazybe account must be the same.
Steps to ensure:
Install Eazybe Chrome extension from the official store.
Integrate with HubSpot via Eazybe by following the in-app prompts and granting permissions.
Check for successful linkage by seeing Eazybe-enabled features in HubSpot.
Steps to ensure:
Log in to your HubSpot account and note your registered email.
Open Eazybe, go to Account Settings, and verify registered email matches HubSpot.
If needed, update your email in HubSpot or Eazybe so they are identical before setting up workflows.
However, to ensure workflow messages are sent successfully when WhatsApp Web is not open, your cloud connection must be active.
Steps to ensure:
The cloud should be connected for workflows to get sent successfully when WhatsApp Web is not active.
Workflow messages are always sent from the contact owner’s or the deal owner’s WhatsApp number regardless of which user created the workflow.
Steps to ensure:
Assign the correct owner to each contact or deal in HubSpot.
Confirm the owner’s WhatsApp number is integrated via Eazybe.
When adding a WhatsApp action in a workflow, the sender will reflect the owner’s WhatsApp, not the workflow creator.
Steps to ensure:
Click on the Automation section and select workflows on HubSpot and create a new workflow.
In case workflow messages did not get sent, please check the scheduled labels in WhatsApp to keep track of failed messages.
Steps to ensure:
Open WhatsApp Web on your device with Eazybe active.
Find the "Scheduled" or "Failed" label created by Eazybe.
Review unsent/failed messages and their details.
Correct issues (wrong number, integration, or network) as applicable.
Workflow messages are not sent instantly. It takes about 2 minutes for scheduled messages to be delivered after they are triggered.
Steps to ensure:
After scheduling a WhatsApp message via workflow, expect a 2-minute delay before delivery.
Wait for that period before checking for message delivery.
If overdue, check cloud connection, scheduled labels, or integration status.
When the same account is active on more than one device workflow messages will be getting sent multiple times.
Steps to ensure:
Check if the same WhatsApp number is logged in with your Eazybe account on multiple devices.
Log out from the extra devices and keep only one active session to avoid duplicate messages.
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!