Create HubSpot Workflows

Updated 2 weeks ago by Gin Lin

Create HubSpot Workflows

Do you want to automate your team’s tasks based on WhatsApp activity? Now you can create HubSpot workflows with WhatsApp activity to automate your sales process.

Example workflow: Any time you receive a WhatsApp message on a linked contact the Lead status will be set to Open.

Setup steps:

  1. Go to HubSpot > Workflows
  2. Click on Create workflow > From scratch
  3. Make sure that “Contact-based” is selected and click Next
  4. Set up trigger
    1. Click on Set up triggers , choose Activity properties and choose Activity type
    2. In the Activity type dropdown, search and click on WhatsApp . Click on Apply filter
    3. Hit Save
  5. Set up Action
    1. Click on the + icon to add an Action
    2. Search for property and click on Set property value
    3. Set the “Target object” to Contact and set “Property to set” as Lead status
    4. Choose Open in the “Lead status” dropdown
    5. Hit Save
  6. Click on Review and publish
  7. Click on Yes, enroll existing contacts who meet the trigger criteria as of now
  8. Hit Turn on

Being able to use WhatsApp activity in HubSpot reports and HubSpot workflows is truly powerful, and we hope these new updates will help you take your business to the next level!

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly shoot us a WhatsApp message at +14159699946 or email us at 💜

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