> ## 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 Playbooks

> Step-by-step guides for WhatsApp + HubSpot workflows

## Overview

Practical guides for implementing WhatsApp workflows with HubSpot. Each playbook includes HubSpot-specific screenshots, workflow examples, and configuration steps.

<CardGroup cols={2}>
  <Card title="Lead Capture" icon="user-plus" href="/integrations/hubspot/playbooks/lead-capture">
    Auto-create HubSpot contacts from WhatsApp
  </Card>

  <Card title="Chat Backup" icon="cloud-arrow-up" href="/integrations/hubspot/playbooks/chat-backup">
    Log WhatsApp messages to HubSpot timeline
  </Card>

  <Card title="Workflow Automation" icon="gear" href="/integrations/hubspot/playbooks/workflow-automation">
    Trigger WhatsApp from HubSpot workflows
  </Card>

  <Card title="Deal Stage Alerts" icon="bell" href="/integrations/hubspot/playbooks/deal-alerts">
    WhatsApp notifications when deals move
  </Card>

  <Card title="Team Performance" icon="chart-line" href="/integrations/hubspot/playbooks/team-performance">
    Track WhatsApp metrics in HubSpot
  </Card>

  <Card title="Broadcast from Lists" icon="tower-broadcast" href="/integrations/hubspot/playbooks/broadcast-lists">
    Send campaigns using HubSpot lists
  </Card>
</CardGroup>

## Prerequisites

Before starting any playbook:

<Steps>
  <Step title="Eazybe Connected">
    Chrome extension installed and connected to WhatsApp
  </Step>

  <Step title="HubSpot Connected">
    Eazybe connected to HubSpot via OAuth
  </Step>

  <Step title="Permissions">
    HubSpot user with appropriate permissions (varies by playbook)
  </Step>
</Steps>

## Quick Reference

| Playbook             | Time   | Difficulty | HubSpot Plan         |
| -------------------- | ------ | ---------- | -------------------- |
| Lead Capture         | 10 min | Easy       | Free+                |
| Chat Backup          | 5 min  | Easy       | Free+                |
| Workflow Automation  | 20 min | Medium     | Professional+        |
| Deal Stage Alerts    | 15 min | Medium     | Professional+        |
| Team Performance     | 15 min | Easy       | Free+                |
| Broadcast from Lists | 30 min | Medium     | Starter+ (for lists) |

<Info>
  **WABA Required**: Workflow Automation, Deal Stage Alerts, and Broadcast playbooks require WhatsApp Business API for automated sending.
</Info>