HubSpot Workflow for WhatsApp Campaigns

Access Your HubSpot Account

Log in to your HubSpot account to begin setting up the workflow.

Navigate to Automation

Click on the Automation button in the main navigation menu.

Select Workflows

From the automation menu, select Workflows to access the workflow builder.

Create New Workflow

Click Create workflow to start building a new automation.

Choose From Scratch

Select From scratch to create a custom workflow tailored to your needs.

Set Filter Criteria

Click Met filter criteria to define the conditions for workflow enrollment.

Select Contact as Trigger

Choose Contact as the object type that will trigger this workflow.

Access Contact Properties

Click on Contact properties to configure specific enrollment criteria.

Search for Property

Search for the contact property you want to use as the enrollment trigger.

Choose Property Name

Select your desired property (for example, “Company name”) from the list.

You can use any contact property such as lifecycle stage, lead status, or custom properties you’ve created.

Configure Conditions

Set the condition (e.g., “is equal to any of”) and add the matching values under Add values.

Proceed to Next Step

Click Next to continue to the re-enrollment settings.

Enable Re-enrollment

Toggle Re-enroll if you want contacts who already met the criteria to enter the workflow again.

Be cautious with re-enrollment settings to avoid sending duplicate messages to the same contacts.

Save Enrollment Settings

Click Save and continue to preserve your enrollment configuration.

Add WhatsApp Integration

Scroll down in the actions panel and select WhatsApp Integration by Eazybe.

Select Template Action

Click Send Ready-to-Use WhatsApp Template to choose a pre-approved message template.

Specify Phone Number Field

Choose which contact property field contains the recipient’s phone number.

Ensure phone numbers are stored in international format (e.g., +1234567890) for successful delivery.

Choose WhatsApp Template

Select an approved WhatsApp template from the available options.

Save Template Selection

Click Save to confirm your template selection.

Review Workflow

Click Review and turn on to access the final review screen.

Set Enrollment Preferences

Configure your enrollment preference settings based on your campaign requirements.

Final Review

Either click Skip to turn on or click Next to perform additional validation checks.

Activate Workflow

Click Turn on workflow to activate your WhatsApp campaign automation.