Create Workflow

Create a New Workflow

Navigate to the Automation tab in HubSpot and select Workflows from the dropdown menu. Click Create workflow and choose From scratch.Select the workflow type based on your needs:

• Contact-based — Trigger based on contact properties
• Deal-based — Trigger based on deal stage changes
• Company-based — Trigger based on company properties

Add a Trigger

Give your workflow a descriptive name, then click Set up triggers to define the conditions that will initiate the workflow.Choose from available trigger options:

• Contact properties — Trigger when a contact reaches a specific lifecycle stage
• Deal properties — Trigger on deal stage changes
• Custom triggers — Define your own conditions

Make sure to enable Re-enrollment if you want the workflow to trigger multiple times for the same contact when they meet the conditions again.

Add Eazybe WhatsApp Action

Click the + icon below your trigger to add an action. Scroll down through the available actions and select Send WhatsApp message under the Eazybe integration section.

Configure the WhatsApp Message

Set up your WhatsApp message with the following options:

Field	Description
Recipient Phone	Select the contact phone number field from HubSpot
Message	Customize your message using contact tokens for personalization
Media URL (Optional)	Add a URL to share documents, images, or files

Use personalization tokens like {{contact.firstname}} to make your messages more engaging and relevant to each recipient.

Review and Activate

Preview your workflow to ensure all steps are configured correctly. When ready, click Review and publish to make your workflow live.