Ulgebra Twilio Integration for HubSpot workflow

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

Step 2: Click "Create Workflow" option to create a new workflow. Choose "From Scratch" from the dropdown that appears.

Step 3: Name your workflow and choose a trigger to start the workflow.

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

Step 5: Select the "Ulgebra Twilio Sync by Ulgebra" option from the "Integrated Apps" section on the left side panel to send automated Twilio messages.

There are three ways to configure your workflow to send messages using Twilio. They are,

1. Send Twilio WhatsApp/SMS - Simple

2. Send Twilio WhatsApp Template

3. Send Twilio Message - Deprecated

1) Workflow setup to Send Twilio WhatsApp/SMS - Simple

Select "Ulgebra Send Twilio WhatsApp/SMS- Simple" from under the Integrated Apps section and Enter the values for the parameters in the respective given field.

Channel                     - Select your channel whether it is SMS or MMS or WhatsApp from which you are going to send the automated message.

Twilio Number      - Enter your respective channel's Twilio number.

Contact Number - Enter the phone number field of the client (Ensure country code is added).

Message                   - Enter the message you wish to send.

Media URL              - Enter the media URL if you have any. Or else, ignore this parameter.

Ulgebra Webhook Authtoken   - Enter your Ulgebra webhook authtoken, which you can copy by clicking the "Get Webhook Authtoken" button below.

2) Workflow setup to Send Twilio WhatsApp Template

Select "Ulgebra Send Twilio WhatsApp Template" from under the Integrated Apps section and Enter the values for the parameters in the respective given field.

Channel  - Select your channel as WhatsApp since you are going to send the automated WhatsApp template message.

Twilio Number - Enter your respective channel's Twilio number.

Contact Number - Enter the phone number field of the client (Ensure country code is added).

WhatsApp Content Template  - Select the approved WhatsApp template you wish to send.

Media URL - Enter the media URL if you have any. Or else, ignore this parameter.

Ulgebra Webhook Authtoken  -  Enter your ulgebra webhook authtoken which can be obtained by clicking the button "Get Webhook Authtoken" below.

3) Workflow setup to Send Twilio Message - Deprecated:

Step 1: Select "Ulgebra Send Message - Deprecated" from under the Integrated Apps section and Enter the workflow code in the space provided.

How to get ulgebra workflow code for Twilio WhatsApp Template:

Step 1: To get the Ulgebra workflow code, go to any of the HubSpot contacts/deals/tickets or companies modules and click the "Send Message" option under the "Twilio SMS and WhatsApp" option on the right panel.

Step 2: After choosing a sender number and adding the recipient numbers, Click the "Templates" option under the Message section.

Step 3: Choose the Twilio approved template you wish to send as automated message. 

Step 4: Click the "Get Workflow Code" button from the preview of the template message.

Step 5: Copy the workflow code from the page you're redirected to.

How to get ulgebra workflow code for Twilio SMS Message:

Step 1: To get the Ulgebra workflow code, go to any of the HubSpot contacts/deals/tickets or companies modules and click the "Send Message" option under the "Twilio SMS and WhatsApp" option on the right panel.

Step 2: Choose the sender number, add the recipient numbers, type your message, and then click “Get Workflow Code” at the bottom of the page.

Step 3: Copy the workflow code from the page you're redirected to.

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