# 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.

Workflow in HubSpot

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**.

Choosing the trigger

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).

Trigger in the Workflow

4. Click on **+** to choose the action available. Under the listed Actions, scroll to the bottom to **WhatsApp Business Messaging** and select from the list**.** We will select Gallabox **Send WhatsApp Messager (Advanced**) as an example.
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. Select WhatsApp template V. Variable, button, and payload values, if required
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.
7. Click on **Settings** to Select the **API keys** and copy paste the API Key and API Secret. {% hint style="info" %} [Detailed read](https://docs.gallabox.com/~/changes/A8xmww5XU9i8x7QbfPLe/integration/customer-relationship-management-crm-systems/hubspot/broken-reference) if you haven't created any API Keys. {% endhint %}
8. Input the number you want to send the message to. Click on **Contact Token** and Search and select the column names shown in the picture below. For type choose **Contact** from the list and for Token select **WhatsApp Phone Number**.
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`.
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 %}
11. If your template has any button variables, mention them as shown in the picture below. We have added the value for CTA button.
12. If your template has any media header, paste the link in the field as shown.
13. Once you have pasted all the information, click on Save button as shown in the picture to save the Action.
14. Once you save the action, procced to click on Review and Publish button as shown in the picture below.
***You did it!! Now as per the trigger you have selected, the WhatsApp Message will be shared with your customers.***