Articles on: HubSpot Workflows

Send new WhatsApp message to a contact when they get involved in any Hubspot event

via HubSpot Workflows


This automation sends a WhatsApp message to HubSpot contacts when they are involved in any Hubspot event.


This workflow requires an active connection between TimelinesAI and HubSpot at https://app.timelines.ai/integrations/hubspot/ .


  1. Open your HubSpot account > Automation > Workflows
  2. Create workflow from scratch
  3. How do you want this workflow to start: Contact-based + blank flow


Worflow setups steps

Screenshots

Setup Triggers > When an Event occurs > select the desired Event from the list. Ex: Meeting Booked > Save

Click + to add an action > select TimelinesAI from "Connected apps"> click "Send WhatsApp message for Contact"

Select the desired "Send From" and "Recipient"' numbers, enter the desired message > Review and Publish






Updated on: 05/12/2023

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