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HubSpot Workflows

HubSpot Workflows automate your business processes and make your team more efficient. With Workflows you can automate certain tasks by creating a workflow based on triggers and actions. For you to make best out of our HubSpot integration we added several new actions that will trigger events on Rasayel.

Supported actions:

  • Send an SMS message
  • Send a WhatsApp template message

Action definitions

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Send an SMS message

Inputs

  • channel_id: the id of the channel to send the message with
  • receiver: the receiver’s identifier (phone number, etc..)
  • message: the text message to be sent

Outputs

  • message_id: the id of the message created
  • conversation_id : the id of the conversation the message was created in
  • success: true if success
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Send a WhatsApp template message

Inputs

  • channel_id: the id of the channel to send the message with
  • receiver: the receiver’s identifier (phone number, etc..)
  • template_id: the template to be sent

Outputs

  • message_id: the id of the message created
  • conversation_id : the id of the conversation the message was created in
  • success: true if success

How to create actions on HubSpot

First, go to HubSpot → Automations → Workflows → Create workflow

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You can create a workflow from scratch or use a HubSpot template.

In this guide we will create a workflow from scratch. To learn more about HubSpot templates, please read this article.

To create a workflow from scratch:

Select your object (e.g. contact based) and your workflow type (e.g. Blank workflow) and then press Next.

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Set enrollment triggers

Choose criteria that will trigger your workflow and press “Apply filter”. In my example I chose to trigger workflow when Lead status is “Open deal”. Learn more about setting enrollment triggers in workflows in this HubSpot guide.

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Add actions

At this step you can add one or multiple Rasayel Actions

  • Click the + plus icon.
  • In the right panel, select one of Rasayel actions
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I want to trigger a WhatsApp message template so I picked Send a WhatsApp message action

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For WhatsApp templates you need to specify

  1. Your Company WhatsApp phone number
  2. Template message to be sent
  3. How to replace the variables (you can do it manually or choose from your HubSpot Contact tokens)
  4. What Phone number property on HubSpot should be used to fire messages

This is how my workflow looks like:

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At the last step you need to review and publish you workflow. Once you turn it ON, this automation will begin.