> For the complete documentation index, see [llms.txt](https://docs.gallabox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.gallabox.com/integration/customer-relationship-management-crm-systems/hubspot/workflows-for-hubspot.md).

# Workflows for HubSpot

In this article, we delve into creating efficient workflows within HubSpot, highlighting how these can streamline your business processes. Explore step-by-step instructions on setting up and automating tasks to enhance your operations.

### Send WhatsApp Message

1. From the top navigation bar, hover on Automation and select workflow. To start creating the Workflow, click on Create Workflow and click on either **From Scratch** or **From template**. We will select **From Scratch** to guide you through.

<figure><img src="/files/TexVoQvKkPBvzTvtkIT8" alt=""><figcaption><p>Workflow in HubSpot</p></figcaption></figure>

2. You have to choose the trigger and how you want to start the workflow. For your understanding, we will choose the trigger - **Contact-based** and with a **Blank Workflow**. You can explore and choose the trigger and the way you want to start the workflow. Click on **Next**.

<figure><img src="/files/Hwcs2GFj1ovQ3hmiBDBw" alt=""><figcaption><p>Choosing the trigger</p></figcaption></figure>

3. Click on **Set up the trigger** to decide how the contact will enter the workflow we are creating. When you click on the button - Set up Triggers, a left pop-up will come for the Enrollment triggers. To know in depth about how to set up trigger, click [here](https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers?KBOpenTab).

<figure><img src="/files/ILJgbAKuRYe42xbWU0q3" alt=""><figcaption><p>Trigger in the Workflow</p></figcaption></figure>

4. Click on **+** to choose the action available. Under the listed Actions, scroll to the bottom to **WhatsApp Business Messaging** and select from the lis&#x74;**.** We will select Gallabox **Send WhatsApp Messager (Advanced**) as an example.

> You have the option to select either
>
> 1. **Gallabox Send Whatsapp Message(Advanced):** Add dynamic content such as images, videos, and documents.
> 2. **Gallabox Send Whatsapp Message(Footer Variables):** Add footer variables to messages, which can be particularly useful for compliance or marketing purposes, such as adding an unsubscribe link or company contact information.
> 3. **Gallabox Send Whatsapp Message(Simple):** Send text messages quickly and easily without setting variables. It's ideal for quick updates or messages to customers.

<figure><img src="/files/npOYfgBLGhYV0PN4AEoX" alt=""><figcaption></figcaption></figure>

5. After you select, you will have to paste certain values in order to successfully create the action item. For every template, you will have to add the following details:

   I. Gallabox Account id

   II. Gallabox API key & secret

   III. WhatsApp number\
   IV. **Name** (Contact Name)\
   V. **Email** (Contact Email)\
   VI. Select WhatsApp template\
   VII. Variable, button, and payload values, if required

<figure><img src="/files/PghY3s8smT2NAH3CUSdi" alt=""><figcaption></figcaption></figure>

6. Click on your Gallabox **Profile** and select **Account Details. Copy the ID** that is being displayed at the top. Paste the Account Id under **Gallabox Account Id** in HubSpot.

<figure><img src="/files/aiy20mP9ZYEFI0oaMrls" alt=""><figcaption></figcaption></figure>

7. Click on **Settings** to Select the **API keys** and copy paste the API Key and API Secret.

{% hint style="info" %}
[Detailed read](/developer-resources/api-key-and-secret.md) if you haven't created any API Keys.
{% endhint %}

<figure><img src="/files/2jCnu2Ya0UJpAFpHg2vJ" alt=""><figcaption></figcaption></figure>

8. Input the name, email, and the number you want to send the message to. For WhatsApp Number, Click on **Contact Token**. For type choose **Contact** from the list and for Token select **WhatsApp Phone Number**.

<figure><img src="/files/KsfipgInsau0lFXDOJEt" alt=""><figcaption></figcaption></figure>

9. All the verified templates in the Gallabox Account will be listed here. Select the desired WhatsApp template from the list. For example we have taken the WhatsApp Template - `static_url_with_tracking`.

<figure><img src="/files/Jc0cLGF0i0Lb9iVMSkwY" alt=""><figcaption></figcaption></figure>

10. If the template you are using supports some variables, buttons, and payload, You can provide those details here like shown in the picture below.

{% hint style="info" %}
The best practise is to view the selected template in another browser to verify the variables.
{% endhint %}

<figure><img src="/files/pN014dMyUq18QdnxVICu" alt=""><figcaption></figcaption></figure>

11. If your template has any button variables, mention them as shown in the picture below. We have added the value for CTA button.

> To provide a sample text for the variable:
>
> 1. In the body: `name = john`, `age= 24`
> 2. For button URL: `1 = www.gallabox.com`
> 3. Payloads for buttons = `<button name> = payload`. For example, if buttons are named as Need Assistance and User Id, then `Need Assistance = payload 1` and `User Id = payload 2`

<figure><img src="/files/oKX5Y2QzFk5nf3s7eiAk" alt=""><figcaption></figcaption></figure>

12. If your template has any media header, paste the link in the field as shown.

<figure><img src="/files/KHRVV3xjCCvXhKKCVtWB" alt=""><figcaption></figcaption></figure>

13. Once you have pasted all the information, click on Save button as shown in the picture to save the Action.

<figure><img src="/files/amHtu99pJOQWtgx9Ky6i" alt=""><figcaption></figcaption></figure>

14. Once you save the action, procced to click on Review and Publish button as shown in the picture below.

<figure><img src="/files/cxptN7B7nnTKwnZPLZJv" alt=""><figcaption></figcaption></figure>

***You did it!! Now as per the trigger you have selected, the WhatsApp Message will be shared with your customers.***