ClickatellSMS for HubSpot CRM , Workflow setup

Send automated messages through Workflow

Step 1: Select the Workflow option under Automation section.

Step 2: Click "Create Workflow" option to create a new workflow.

Step 3: In the next screen, Set your workflow conditions.

Step 4: In the next screen, select " Set up triggers " option and set up  your workflow trigger.

Step 5: Click on " Save " after setting up your trigger condition. Then click on the " Plus icon " to add the Action to be executed during the workflow.

Step 6: In the next screen, Select the Send Clickatell Whatsapp/SMS option as action.

Step 7: In the next screen paste your Workflow code. 

Step 8: You can get your Workflow code by following the steps mentioned further.

• Open a new Hubspot tab and select any contact and click on the Send message option.

Step 9: In the next screen, Click on your Profile icon and select the Workflows option.

Step 10: In the next screen, Scroll down to get your workflow code.

• Copy and paste your Workflow code.

Step 11: After copying the Workflow code. Enter the respective Parameter value.

Step 12: Replace FILL_HERE with the message in content section within the double quotes.

Step 13: Replace FILL_HERE with the Phone/Mobile number field using the " Contact token " option.

Step 14: Then click on " Save " option.

Step 15: Then click on the " Review and Publish " option.

Step 16: Select the criteria to be applied and click on " Turn on " option.

Step 17: Make sure the workflow status is ON.