Step 1: Under "Automation", click the option "Workflows" to create a new workflow.

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

Step 3: Create the workflow from the scratch and name your workflow. Click "Next" to proceed further.

Step 4: Set up the trigger or the condition for the workflow to be triggered. Select the condition and "Save" it.

Step 5: Select "Ulgebra - Send MessageBird Message" option as the action to send messages to clients.

Step 6: Enter the workflow code in the space provided.

Step 7: To get the workflow code, go to any of the HubSpot contacts/deals/tickets or companies modules and click the "Send Message" option under the "MessageBird conversations" option on the right panel.

Click the profile and select the option "Workflows".

Step 8: Copy the workflow code you require based on the message you wish to send. Eg. SMS or WhatsApp message with or without attachments.

While adding the workflow parameters some of the values in the workflow parameters are already prefilled you just have to replace the parameters that has "Fill here" in it with their respective values.

Step 9: Paste either the SMS parameter or WhatsApp parameter in the space provided and replace the "FILL_HERE" option with the required values.

SMS Parameters

"channelId" - Enter your MessageBird channel Id which you can get from your Messagebird Channel's page.

"To" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)

"text" - Enter the message content

WhatsApp Message with attachments

"channelId" - Enter your MessageBird WhatsApp channel Id which you can get from the MessageBird channel's page

"To" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)

"url" - Enter the media URL of the image you want to send

"caption" - Enter the caption for the image you want to send.

"Channel" - WhatsApp

WhatsApp text template parameters

"channelId" - Enter your MessageBird WhatsApp channel Id which you can get from the MessageBird channel's page

"To" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)

"namespace" - Enter your MessageBird WhatsApp channel namespace Id which you can get from the MessageBird channel's page

"templateName"- Enter your WhatsApp-approved template name which you can get from the MessageBird template manager page.

"params" - [

{

"default": You can fetch the value from "Contact Token" option at the top right and fetch the HubSpot field value

},

{

"default": You can fetch the value from Click the "Contact Token" option at the top right and fetch the HubSpot field value.

},

]

WhatsApp Media template Parameters

"channelId" - Enter your MessageBird WhatsApp channel Id which you can get from MessageBird channel's page

"To" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)

"namespace" - Enter your MessageBird WhatsApp channel namespace Id which you can get from MessageBird channel's page

"templateName"- Enter your WhatsApp-approved template name which you can get from the MessageBird template manager page.

"url" - Enter the URL of the attachment you want to send

"parameters" - [

{

"type": "text",

"text": You can fetch the value from "Contact Token" option at the top right and fetch the HubSpot field value

},

{

"type": "text",

"text": You can fetch the value from "Contact Token" option at the top right and fetch the HubSpot field value

}

]

Once entered all the values, click the "Save" option to save the workflow action.

Note: If you don't have a country code inside the CRM you can configure the country code value in the workflow. You can add them in the workflow parameter "To".

Example: "To": "+91{Phone number}" where {Phone number} is the field you fetch using the contact token option.

Note: If the template message is not English, then replace the "code":"en" value with the required values. In the workflow code, "en" indicates the English language. Find the list of supported languages in the message template at the link here. You can view the code for the languages under the "Supported Languages" section in the link.

Step 10: Now, click "Review and Publish" to activate the created workflow.

Step 12: Now your new workflow is created and it is active.

Step 13: Now, according to the workflow whenever the condition is met, the automated messages will be sent to the clients and the same will be recorded inside HubSpot under the "Activity" section.

Thus, in this way, you can create a new workflow in the HubSpot CRM and send automated messages to clients.