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Setup Time: 30 minutes | Difficulty: Medium | HubSpot Plan: Starter+ (for lists)
Requires: WhatsApp Business API (WABA)

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The Problem

You have segmented lists in HubSpot:
  • Leads from last month
  • Customers in specific region
  • Contacts who attended webinar
But no easy way to reach them on WhatsApp at scale.

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The Solution

Send targeted WhatsApp campaigns directly from HubSpot lists.
Broadcast from HubSpot list

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Step-by-Step Setup

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Part 1: Prepare Your HubSpot List

1

Create or Select List

Go to Contacts → Lists → Create list (or select existing)
Create HubSpot list
2

Set List Criteria

Example: Re-engagement campaign
Last activity date is more than 30 days ago
AND Lifecycle stage is any of: Lead, MQL
AND Phone number is known
AND WhatsApp opt-in is Yes (if you track this)
List filter criteria
3

Verify Phone Numbers

Check that contacts have valid phone numbers:
  • Include country code
  • E.164 format preferred (+919876543210)
Pro tip: Add filter Phone number contains + to catch formatted numbers
4

Note List Size

Check contact count. Keep in mind:
  • New WABA numbers have daily limits (start ~250/day)
  • Established numbers can send 1,000+ per day

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Part 2: Create Approved Template

1

Design Campaign Template

In Eazybe, create template for your campaign:Example: Re-engagement
Hi {{1}}! 👋

It's been a while since we connected. We've added some exciting new features at {{2}} that I think you'd find valuable.

Would you be open to a quick 10-minute call to catch up?

Reply YES and I'll send over some times, or STOP to opt out.
Campaign message template
2

Submit and Wait for Approval

Marketing templates take 24-48 hours for Meta review.
Approved template

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Part 3: Send Broadcast

1

Go to Broadcasting

In Eazybe, navigate to Broadcasting → New Campaign
2

Select HubSpot List

Choose Import from HubSpot → Select your list
Import HubSpot list
3

Map Variables

Connect template variables to HubSpot properties:
VariableHubSpot Property
First name
Company name
Variable mapping
4

Schedule or Send

  • Send Now: Immediate delivery
  • Schedule: Pick date/time
  • Drip: Spread over hours/days (recommended for large lists)
Schedule broadcast
5

Launch

Review count, preview sample message, click Send

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Video Walkthrough

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Campaign Analytics

Track performance in Eazybe:
Campaign analytics
MetricTargetNotes
Delivered> 95%Failed = invalid numbers
Read> 80%WhatsApp has high open rates
Replied> 15%Depends on offer/message
Opted Out< 2%High = message not relevant

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Best Practices

Test with 50-100 contacts first. Check delivery and response before scaling.
Generic blasts perform worse. The more targeted your list, the better results.
Best times: 10am-12pm and 3pm-5pm local time. Avoid weekends for B2B.
Broadcasts generate replies. Have team ready to handle incoming messages.
Always include “Reply STOP to opt out” for compliance.

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Troubleshooting

  • Invalid phone numbers in list
  • Numbers not on WhatsApp
  • WABA quality rating dropped
  • Daily limit reached
  • Check Eazybe-HubSpot connection
  • Verify you have list read permissions in HubSpot
  • Try reconnecting HubSpot integration
Some contacts missing the property. Either:
  • Clean list to only include contacts with required properties
  • Use default/fallback values in template

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What’s Next?

Workflow Automation

Automate individual follow-ups

Team Performance

Track campaign response handling