Embedded Files
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 Twilio" option as the action to send automated Twilio messages to clients.
There are two ways to configure your workflow parameters. They are,
Enter the workflow code and enter the values for the respective parameters.
Enter the parameter values in the respective given field.
1) Workflow setup by entering the parameter values in the respective given field.
1) Workflow setup by entering the parameter values in the respective given field.
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 (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)
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 get from workflows and parameters option.
How to get ulgebra webhook authtoken:
How to get ulgebra webhook authtoken:
Step 1: To get the Ulgebra webhook authtoken, 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: Click on your profile on the top right corner.
Step 3: Select the "Workflows" option
Step 4: Now copy your Ulgebra Webhook Authtoken.
2) Workflow configuration by entering your workflow code method:
2) Workflow configuration by entering your workflow code method:
Step 1: Enter the workflow code in the space provided.
Step 2: 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 "Twilio SMS and WhatsApp" option on the right panel.
Click the profile and select the option "Workflows".
Step 3: View the workflow configuration steps from the "Form view". View the webhook URL and Multi-line message configuration.
Multiline message configuration purpose in workflows:
If the content of the message is long and contains some line breaks/paragraphs, enter the exact content in the first text box. Once done, you will get a one-line escaped message in the second text box which you have to copy and paste into the "Body" parameter value in the workflow code.
Step 4: Copy the workflow code you require based on the message you wish to send. Eg. SMS, MMS or WhatsApp message.
Workflow configuration using "Form View"
Workflow configuration using "Form View"
Go to any of the HubSpot contacts --> Click the "Send Message" option under Twilio SMS & WhatsApp --> Select the "Form View" at the top.
Now, select the required sender, enter the message in the text box or insert any template and click the "Get workflow code" option below.
Now, a workflow code will be displayed which you can just copy and paste in the workflow for sending out messages to clients.
[Note: Change the values like "To" with the HubSpot phone number field, "module" with the required value and the "recordId" as contact ID using the "Contact Token" option.]
Step 5: Replace the "Fill_Here" text with the required values.
SMS Parameters:
"from" - Enter the Twilio Sender ID or SMS phone number
"To" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)
"Body" - Enter the message content
MMS Parameters:
"from" - Enter the Twilio Sender ID or SMS phone number
"To" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)
"Body" - Enter the message content
"Mediaurl" - Enter the media URL of the image you want to send
WhatsApp Parameters:
"from" - Enter the Twilio Approved WhatsApp number.
"to" - Enter the phone number field of the client (Click the "Contact Token" option at the top right and fetch the HubSpot field value.)
"Body" - Enter the approved message content.
"Mediaurl" - Enter the media URL if you have any. Or else, remove this parameter
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.
Step 6: Now, click "Review and Publish" to activate the created workflow.
Step 7: Select the condition for the contact enrollment and click "Turn On".
Step 8: Now your new workflow is created and it is active.
Step 9: 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.
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