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Use HubSpot segment to choose recipients from a saved HubSpot contact or deal segment. Contact segments use their member contacts; deal segments use the unique contacts associated with their member deals.
HubSpot segment appears when HubSpot is connected to your Eazybe workspace.

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Before You Begin

  • Connect HubSpot to Eazybe with permission to read segments (crm.lists.read) and the relevant CRM records.
  • Prepare a contact or deal segment in HubSpot. For a deal segment, associate the intended contacts with its deals.
  • Give recipient contacts an international phone number in HubSpot’s Mobile phone number or Phone number property.
  • Choose a connected WhatsApp Business number and an approved template on Create broadcast. See Create a New Broadcast.
Contacts and Deals identify the records in the segment; Active segment and Static segment describe how its membership is maintained.
The screenshots show examples captured from Eazybe. Segment names, record counts, and eligible-contact totals will differ in your workspace. Violet arrows and outlines highlight the controls to use.

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Use a Contact Segment

1

Open HubSpot segments and choose Contacts

Open Broadcasts, select New broadcast, and complete your message details. In Choose recipients, select HubSpot segment, then Contacts.HubSpot segment tab, Contacts tab, and contact-segment search highlighted with violet arrowsEnter a segment name in Search HubSpot contact segments to narrow the cards. Each card shows the segment name, its type, and its contact count. Use the left and right page arrows below the cards when more results are available.
2

Select a contact segment and check its eligible contacts

Select the segment card. The card is highlighted, and a summary appears above HubSpot segments. Wait for Resolving eligible contacts… to finish, then check the eligible-contact count.Selected contact segment with 2 eligible contacts of 4 resolved and its highlighted cardIn this example, the segment contains 4 contacts, but the summary shows 2 eligible contacts of 4 resolved. Use the eligible-contact total when reviewing your audience, rather than assuming every member can receive a message.
Eazybe checks mobilephone first, then phone. Contacts without a usable phone number are excluded, and duplicate phone numbers are removed. An eligible number does not guarantee successful WhatsApp delivery.

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Use a Deal Segment

1

Choose Deals and find your segment

In Choose recipients, select HubSpot segment, then Deals. Use Search HubSpot deal segments to find the segment you want.Deals tab and Search HubSpot deal segments highlighted above cards showing deal countsThe cards now show Deal segment and the number of deals in each segment. Use the page arrows below the cards to browse additional results.
Switching between Contacts and Deals clears the current segment selection and search. Select the segment you want after switching.
2

Select a deal segment and review its associated contacts

Select the deal-segment card and wait for the summary to finish resolving contacts. The summary states: Recipients are unique contacts associated with deals in this segment.Selected deal segment showing 10 deals on its card and 6 eligible contacts in its summaryIn this example, 10 deals resolve to 6 eligible contacts. Eazybe sends to the associated contacts’ phone numbers. The deal count is not the recipient count: deals can share contacts, have several associated contacts, or have no associated contacts.
A contact associated with multiple deals is not counted as a separate recipient for every deal. Duplicate phone numbers are removed. Check the eligible-contact summary before reviewing the cost.

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Understand Segment Membership

To prepare a contact segment first, see Create a HubSpot Segment.

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Personalize and Review Your Broadcast

Select your approved Template message and check the Message preview. If the footer says Choose a template to calculate recipients, choose a template before reviewing the final audience and cost.

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Map Workspace Template Variables

When you select a Workspace variable template and a HubSpot segment, use Map template variables to HubSpot to personalize each numbered variable. The selected segment determines which properties are available: For each variable, open Choose a HubSpot property, use Search HubSpot properties… to find the field, and select it. Enter a Fallback value (required) for every variable. Eazybe uses that fallback when the selected property is empty. For example, use a contact’s first name when working with a contact segment, or a deal’s name when working with a deal segment. With a deal segment, the message uses the mapped deal values and is sent to the associated contacts.
workspace_variable_new mapping panel with three numbered variables, Deal properties, property pickers, and required fallback fields highlighted in violet

workspace_variable_new with a deal segment: choose a deal property and enter a fallback for all three variables.

The workspace_variable_new example shows the fields before mapping. Complete all three property selections and fallback values before sending. When you choose a contact segment instead, these fields show Contact properties.
The property type follows your segment selection. After switching between Contacts and Deals, select the segment and review every variable’s mapping and fallback before sending. These selections apply only to this broadcast; saved template mappings are not changed.

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Review HubSpot Template Variables

Select your HubSpot variable template in Template message, then choose a HubSpot segment. Review the suggested values in Map template variables to HubSpot and adjust the property or fallback where needed.
hubspot_fallback mapping panel showing City and Country/Region contact properties with call_fallback and country_fallback values

hubspot_fallback with a contact segment: review the suggested City and Country/Region mappings and their fallbacks.

In this hubspot_fallback example, the first variable maps to City with call_fallback, and the second maps to Country/Region with country_fallback. These are the example template’s suggested values; review them and enter fallback wording that fits your message. Zoho variable templates with numbered variables also show this panel when a HubSpot segment is selected. See Template Variables and Personalization. When your message and recipients are ready, review the recipient count and Estimated cost in the footer. Follow Estimated Cost and Sending to finish.
Send Broadcast sends a real campaign and uses wallet balance. Check the audience, template variables, and cost before sending. Active segments can change as HubSpot updates their membership.

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Troubleshoot Segment Selection

A card’s contact or deal count describes its HubSpot membership. The selected summary shows the contacts Eazybe can resolve for sending. Check both when a segment’s recipient total is smaller than expected.