Send Wait and Reply Template through HubSpot Workflow

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 a Workflow Object

Choose Contacts, Deals, or Leads as the object type for your 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 WhatsApp & Wait for Reply to choose a pre-approved message template.

Recipient Phone Number

Click Recipient Phone Number and choose which HubSpot contact property to use: Mobile phone number, Phone number, or WhatsApp phone number.

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

Select a Phone Number Property

Choose one of the available properties: Mobile phone number, Phone number, or WhatsApp phone number.

Choose WABA Number

Select a WABA user from the available options.

Choose Button Template

Select an approved button template from the available options for creating a condition branch.

Save Template Selection

Click Save to confirm your template selection.

Create New Branch

Click the + button and create a new branch.

Select Branch

Choose a branch type to send contacts to branches.

Select Property Value

Choose the User WhatsApp Reply property from 1. Eazybe: Send WhatsApp & Wait for Reply for this branch.

Branch Condition Value

Add a branch condition value based on the template button name.

Save Branch Values

Click Save after adding the branch values.

Add Template in Condition Branch

Click the + button to add templates for each branch value. When a user clicks one of the template buttons, the corresponding template is triggered.

Save the Template

Click Save to save the template for the branch value.

Review and Turn On

Click Review and turn on after adding templates for all branch values.

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.