> ## 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.

# Broadcast from HubSpot Lists

> Send WhatsApp campaigns to HubSpot contact lists

<Info>
  **Setup Time**: 30 minutes | **Difficulty**: Medium | **HubSpot Plan**: Starter+ (for lists)\
  **Requires**: WhatsApp Business API (WABA)
</Info>

## 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.

## The Solution

Send targeted WhatsApp campaigns directly from HubSpot lists.

<Frame caption="Broadcast to HubSpot list">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/broadcast-hubspot-list.gif" alt="Broadcast from HubSpot list" />
</Frame>

## Step-by-Step Setup

### Part 1: Prepare Your HubSpot List

<Steps>
  <Step title="Create or Select List">
    Go to **Contacts** → **Lists** → **Create list** (or select existing)

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/create-list.png" alt="Create HubSpot list" />
    </Frame>
  </Step>

  <Step title="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)
    ```

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/list-criteria.png" alt="List filter criteria" />
    </Frame>
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>
</Steps>

### Part 2: Create Approved Template

<Steps>
  <Step title="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.
    ```

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/campaign-template.png" alt="Campaign message template" />
    </Frame>
  </Step>

  <Step title="Submit and Wait for Approval">
    Marketing templates take 24-48 hours for Meta review.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/template-approved.png" alt="Approved template" />
    </Frame>
  </Step>
</Steps>

### Part 3: Send Broadcast

<Tabs>
  <Tab title="Method 1: Direct from Eazybe">
    <Steps>
      <Step title="Go to Broadcasting">
        In Eazybe, navigate to **Broadcasting** → **New Campaign**
      </Step>

      <Step title="Select HubSpot List">
        Choose **Import from HubSpot** → Select your list

        <Frame>
          <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/import-hubspot-list.png" alt="Import HubSpot list" />
        </Frame>
      </Step>

      <Step title="Map Variables">
        Connect template variables to HubSpot properties:

        | Variable | HubSpot Property |
        | -------- | ---------------- |
        | {1}      | First name       |
        | {2}      | Company name     |

        <Frame>
          <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/variable-mapping-broadcast.png" alt="Variable mapping" />
        </Frame>
      </Step>

      <Step title="Schedule or Send">
        * **Send Now**: Immediate delivery
        * **Schedule**: Pick date/time
        * **Drip**: Spread over hours/days (recommended for large lists)

        <Frame>
          <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/schedule-broadcast.png" alt="Schedule broadcast" />
        </Frame>
      </Step>

      <Step title="Launch">
        Review count, preview sample message, click **Send**
      </Step>
    </Steps>
  </Tab>

  <Tab title="Method 2: HubSpot Workflow">
    <Steps>
      <Step title="Create Contact Workflow">
        **Automation** → **Workflows** → **Contact-based**
      </Step>

      <Step title="Enroll from List">
        Trigger: **Contact is member of list** → Select your list

        <Frame>
          <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/workflow-list-trigger.png" alt="List enrollment trigger" />
        </Frame>
      </Step>

      <Step title="Add Eazybe Action">
        Add **Eazybe: Send WhatsApp** action with your template
      </Step>

      <Step title="Activate">
        Turn on workflow. All list members will receive message.

        **Note**: New contacts added to list will also receive message (if list is active).
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Video Walkthrough

<Frame>
  <iframe src="https://www.loom.com/embed/your-broadcast-video" width="100%" height="400" frameborder="0" allowfullscreen />
</Frame>

## Campaign Analytics

Track performance in Eazybe:

<Frame caption="Broadcast campaign analytics">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/campaign-analytics.png" alt="Campaign analytics" />
</Frame>

| Metric    | Target | Notes                        |
| --------- | ------ | ---------------------------- |
| 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  |

## Best Practices

<AccordionGroup>
  <Accordion title="Start small">
    Test with 50-100 contacts first. Check delivery and response before scaling.
  </Accordion>

  <Accordion title="Segment thoughtfully">
    Generic blasts perform worse. The more targeted your list, the better results.
  </Accordion>

  <Accordion title="Time it right">
    Best times: 10am-12pm and 3pm-5pm local time. Avoid weekends for B2B.
  </Accordion>

  <Accordion title="Prepare for responses">
    Broadcasts generate replies. Have team ready to handle incoming messages.
  </Accordion>

  <Accordion title="Include opt-out">
    Always include "Reply STOP to opt out" for compliance.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Low delivery rate?">
    * Invalid phone numbers in list
    * Numbers not on WhatsApp
    * WABA quality rating dropped
    * Daily limit reached
  </Accordion>

  <Accordion title="Can't import HubSpot list?">
    * Check Eazybe-HubSpot connection
    * Verify you have list read permissions in HubSpot
    * Try reconnecting HubSpot integration
  </Accordion>

  <Accordion title="Variables showing blank?">
    Some contacts missing the property. Either:

    * Clean list to only include contacts with required properties
    * Use default/fallback values in template
  </Accordion>
</AccordionGroup>

## What's Next?

<CardGroup cols={2}>
  <Card title="Workflow Automation" icon="gear" href="/integrations/hubspot/playbooks/workflow-automation">
    Automate individual follow-ups
  </Card>

  <Card title="Team Performance" icon="chart-line" href="/integrations/hubspot/playbooks/team-performance">
    Track campaign response handling
  </Card>
</CardGroup>