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/ .
Open your HubSpot account > Automation > Workflows
Create workflow from scratch
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 |
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Click + to add an action > select TimelinesAI from "Connected apps"> click "Send WhatsApp message for Contact" |
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| Select the desired "Send From" and "Recipient"' numbers, enter the desired message > Review and Publish |
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