Automations

• Send a WhatsApp template message
• Send a proactive bot template message
• Send a proactive bot template message

​

How to create workflows on HubSpot

1. On HubSpot, go to Automations → Workflows → Create workflow.
2. Choose From scratch, select trigger type (e.g., contact-based), and start the workflow.

​

Set up triggers

1. Click Set up triggers.
2. Choose a trigger (e.g., Contact priority is High).
3. Click Save.

​

Add actions

1. Click the + icon.
2. In the left panel, select WhatsApp for sales.
3. Choose from:
   • Send a WhatsApp message and assign conversation.
   • Send a proactive bot template message.
4. Select the WhatsApp channel, message template, and variable values.
   • Make sure to add a publicly accessible URL to any media you have in your template headers.
   • Receiver’s phone number must be a valid number on WhatsApp with the international code.
   • Make sure to fill each template’s variables separated by commas.
5. Assign the conversation to a team/user.
6. Click Save.

​

Turn on the workflow

1. Click Review and Publish.
2. Choose enrollment settings for contacts.
3. Click Turn on workflow.