> ## 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.

# Send Ready-to-Use Template

> Learn how to send a ready-to-use WhatsApp template from a HubSpot workflow using the Eazybe integration.

Use this guide to configure a HubSpot workflow that sends a pre-approved WhatsApp template through 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>

## Create 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="Recipient Phone Number">
    Click **Recipient Phone Number** and choose which HubSpot contact property to use: **Mobile phone number**, **Phone number**, or **WhatsApp phone number**.

    <img src="https://mintcdn.com/eazybe/7xspYTiCw1KyBlyy/images/hubspot-ready-to-use-recipient-phone-number.png?fit=max&auto=format&n=7xspYTiCw1KyBlyy&q=85&s=013f59cb14bce6e5ff1c3161eddce2a3" alt="Recipient Phone Number field in the HubSpot workflow action" width="2938" height="1674" data-path="images/hubspot-ready-to-use-recipient-phone-number.png" />
  </Step>

  <Step title="Select a Phone Number Property">
    Choose one of the available properties: **Mobile phone number**, **Phone number**, or **WhatsApp phone number**.

    <img src="https://mintcdn.com/eazybe/7xspYTiCw1KyBlyy/images/hubspot-ready-to-use-select-phone-property.png?fit=max&auto=format&n=7xspYTiCw1KyBlyy&q=85&s=f2d2c3ca7711967b849629adb36e2464" alt="HubSpot phone number properties available for the recipient" width="2940" height="1682" data-path="images/hubspot-ready-to-use-select-phone-property.png" />
  </Step>

  <Step title="Select WABA User">
    Select the **WABA User** whose WhatsApp number you want to use to send the template.

    <img src="https://mintcdn.com/eazybe/7xspYTiCw1KyBlyy/images/hubspot-ready-to-use-select-waba-user.png?fit=max&auto=format&n=7xspYTiCw1KyBlyy&q=85&s=aefa616637ceb245e3cee9427a705294" alt="WABA User dropdown in the HubSpot workflow action" width="2940" height="1664" data-path="images/hubspot-ready-to-use-select-waba-user.png" />
  </Step>

  <Step title="Select Template Action">
    Click the **Select Template** field to choose a pre-approved message template.

    <img src="https://mintcdn.com/eazybe/7xspYTiCw1KyBlyy/images/hubspot-ready-to-use-select-template.png?fit=max&auto=format&n=7xspYTiCw1KyBlyy&q=85&s=8f89a5e32a56db1016228ff0fc2dca96" alt="Template dropdown open in the HubSpot workflow action" width="2940" height="1676" data-path="images/hubspot-ready-to-use-select-template.png" />
  </Step>

  <Step title="Choose Save Option">
    Click **Save** to save the action details.

    <img src="https://mintcdn.com/eazybe/7xspYTiCw1KyBlyy/images/hubspot-ready-to-use-save-action.png?fit=max&auto=format&n=7xspYTiCw1KyBlyy&q=85&s=9d8a60879a20e364f826f3113c99a64a" alt="Save button in the HubSpot workflow action" width="2940" height="1668" data-path="images/hubspot-ready-to-use-save-action.png" />
  </Step>

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

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

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

    <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>
</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!
