> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot Workflow for WhatsApp Campaigns

> Create automated WhatsApp marketing campaigns using HubSpot workflows. Learn how to set up triggers, actions, and integrations to send personalized WhatsApp messages and streamline customer communication.

This guide walks you through creating a HubSpot workflow that automatically sends WhatsApp messages to your contacts using the Eazybe integration.

## Prerequisites

Before setting up your workflow, ensure you have:

<CardGroup cols={2}>
  <Card title="HubSpot Account" icon="hubspot">
    An active HubSpot account with workflow access
  </Card>

  <Card title="Eazybe Integration" icon="plug">
    WhatsApp Integration by Eazybe installed in HubSpot
  </Card>
</CardGroup>

## Creating Your HubSpot Workflow

<Steps>
  <Step title="Access Your HubSpot Account">
    Log in to your HubSpot account to begin setting up the workflow.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597310.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=2fb9df95c64a04b97962e163ec9df096" alt="Access HubSpot" width="1706" height="735" data-path="images/1933597310.png" />
  </Step>

  <Step title="Navigate to Automation">
    Click on the **Automation** button in the main navigation menu.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597303.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=78faddc955df3be1c9492aba3ac715e5" alt="Navigate to Automation" width="1706" height="735" data-path="images/1933597303.png" />
  </Step>

  <Step title="Select Workflows">
    From the automation menu, select **Workflows** to access the workflow builder.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597307.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=08a51d5aab5f3da4ca428aa74e7b9cd5" alt="Select Workflows" width="1706" height="735" data-path="images/1933597307.png" />
  </Step>

  <Step title="Create New Workflow">
    Click **Create workflow** to start building a new automation.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597320.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=9e2929a4f0d1e05e18759bbd5084beb7" alt="Create Workflow" width="1706" height="735" data-path="images/1933597320.png" />
  </Step>

  <Step title="Choose From Scratch">
    Select **From scratch** to create a custom workflow tailored to your needs.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597313.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=95b06f069c4d926f90e9cdc7c88511b1" alt="From Scratch" width="1706" height="735" data-path="images/1933597313.png" />
  </Step>

  <Step title="Set Filter Criteria">
    Click **Met filter criteria** to define the conditions for workflow enrollment.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597309.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=4dae3b13770c470961fcf5bea577966a" alt="Filter Criteria" width="1706" height="735" data-path="images/1933597309.png" />
  </Step>

  <Step title="Select Contact as Trigger">
    Choose **Contact** as the object type that will trigger this workflow.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597302.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=b8108240e81de03bf57a479a92b00820" alt="Select Contact" width="1706" height="735" data-path="images/1933597302.png" />
  </Step>

  <Step title="Access Contact Properties">
    Click on **Contact properties** to configure specific enrollment criteria.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597316.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=f287aab0eadce3c67fca8ca03a76062f" alt="Contact Properties" width="1706" height="735" data-path="images/1933597316.png" />
  </Step>

  <Step title="Search for Property">
    Search for the contact property you want to use as the enrollment trigger.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597306.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=e9514c8d30fc876bfd64ac5520c40d0b" alt="Search Property" width="1706" height="735" data-path="images/1933597306.png" />
  </Step>

  <Step title="Choose Property Name">
    Select your desired property (for example, "Company name") from the list.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597299.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=1f117a647a19f5cbb7db7c41aaf0d98e" alt="Choose Property" width="1706" height="735" data-path="images/1933597299.png" />

    <Info>
      You can use any contact property such as lifecycle stage, lead status, or custom properties you've created.
    </Info>
  </Step>

  <Step title="Configure Conditions">
    Set the condition (e.g., "is equal to any of") and add the matching values under **Add values**.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597301.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=075d97a58d47d1c2cd14250d5d12d3f4" alt="Configure Conditions" width="1706" height="735" data-path="images/1933597301.png" />
  </Step>

  <Step title="Proceed to Next Step">
    Click **Next** to continue to the re-enrollment settings.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597311.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=ee9e0a9c7fd5752b54a2a1fb9960d1bc" alt="Click Next" width="1706" height="735" data-path="images/1933597311.png" />
  </Step>

  <Step title="Enable Re-enrollment">
    Toggle **Re-enroll** if you want contacts who already met the criteria to enter the workflow again.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597304.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=c38c685ac2df9a4ccb4f0a0fa813cf94" alt="Re-enrollment" width="1706" height="735" data-path="images/1933597304.png" />

    <Warning>
      Be cautious with re-enrollment settings to avoid sending duplicate messages to the same contacts.
    </Warning>
  </Step>

  <Step title="Save Enrollment Settings">
    Click **Save and continue** to preserve your enrollment configuration.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597323.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=89a16153763b80e659d08f0e454a1c2d" alt="Save Settings" width="1706" height="735" data-path="images/1933597323.png" />
  </Step>

  <Step title="Add WhatsApp Integration">
    Scroll down in the actions panel and select **WhatsApp Integration by Eazybe**.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597315.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=7047af47974e756c932d63418c6fe831" alt="WhatsApp Integration" width="1706" height="735" data-path="images/1933597315.png" />
  </Step>

  <Step title="Select Template Action">
    Click **Send Ready-to-Use WhatsApp Template** to choose a pre-approved message template.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597312.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=e0e38ed47454a1c952a912f8fc8d72d0" alt="Select Template Action" width="1706" height="735" data-path="images/1933597312.png" />
  </Step>

  <Step title="Specify Phone Number Field">
    Choose which contact property field contains the recipient's phone number.

    <img src="https://mintcdn.com/eazybe/qywAPyIJqEacfaRw/images/1933597300.png?fit=max&auto=format&n=qywAPyIJqEacfaRw&q=85&s=497e54a40fab8741c608f57a38d8951f" alt="Phone Number Field" width="1706" height="735" data-path="images/1933597300.png" />

    <Tip>
      Ensure phone numbers are stored in international format (e.g., +1234567890) for successful delivery.
    </Tip>
  </Step>

  <Step title="Choose WhatsApp Template">
    Select an approved WhatsApp template from the available options.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597314.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=808189ea9c48c06b53d91ef3c6163b1c" alt="Choose Template" width="1706" height="735" data-path="images/1933597314.png" />
  </Step>

  <Step title="Save Template Selection">
    Click **Save** to confirm your template selection.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597308.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=40a128da8470bfa91feb43052e8b6953" alt="Save Template" width="1706" height="735" data-path="images/1933597308.png" />
  </Step>

  <Step title="Review Workflow">
    Click **Review and turn on** to access the final review screen.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597318.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=9dff42a63f32c5210d9c474d48e11789" alt="Review Workflow" width="1706" height="735" data-path="images/1933597318.png" />
  </Step>

  <Step title="Set Enrollment Preferences">
    Configure your enrollment preference settings based on your campaign requirements.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597322.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=17f0aac402513087df3d72d8b69cdf28" alt="Enrollment Preferences" width="1706" height="735" data-path="images/1933597322.png" />
  </Step>

  <Step title="Final Review">
    Either click **Skip to turn on** or click **Next** to perform additional validation checks.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597317.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=7ccbbafd2efbe2bfbfdb6abd35a89ec3" alt="Final Review" width="1706" height="735" data-path="images/1933597317.png" />
  </Step>

  <Step title="Activate Workflow">
    Click **Turn on workflow** to activate your WhatsApp campaign automation.

    <img src="https://mintcdn.com/eazybe/sttSA_SpGc2Das_j/images/1933597319.png?fit=max&auto=format&n=sttSA_SpGc2Das_j&q=85&s=8282bc7471da0efd3a29d105b490b361" alt="Turn On Workflow" width="1706" height="735" data-path="images/1933597319.png" />
  </Step>
</Steps>

## Your Workflow is Ready

Congratulations! Your HubSpot workflow is now configured to automatically send WhatsApp messages to contacts who meet your specified criteria.

<Check>
  Your workflow will now automatically trigger WhatsApp messages whenever a contact meets the enrollment criteria you defined.
</Check>

## Related Resources

<CardGroup cols={2}>
  <Card title="Send WhatsApp via Workflows" icon="paper-plane" href="/en/integrations/hubspot/create-workflow">
    Learn more about sending WhatsApp messages through HubSpot workflows
  </Card>

  <Card title="Troubleshoot Workflow Issues" icon="wrench" href="/en/integrations/hubspot/workflow-troubleshoot">
    Common issues and solutions for HubSpot workflow problems
  </Card>

  <Card title="Create Templates with HubSpot Variables" icon="file-code" href="/en/waba/templates/how-to-create-template-with-hubspot-variables">
    Use HubSpot contact properties in your WhatsApp templates
  </Card>

  <Card title="Broadcast Campaigns" icon="bullhorn" href="/en/waba/broadcasting/send-broadcast">
    Send bulk WhatsApp messages to multiple recipients
  </Card>
</CardGroup>

## Need Help?

If you have any questions or need further assistance, feel free to reach out to us at [support@eazybe.com](mailto:hey@eazybe.com). We're happy to help!
