> ## Documentation Index
> Fetch the complete documentation index at: https://docs-next.gallabox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows for HubSpot

> Enhance your business operations with efficient workflows in HubSpot. Learn how to set up and automate tasks step-by-step for a streamlined process..

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.

<Frame caption="Workflow in HubSpot">
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/create-workflow-from-scratch.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=d5ced05d98631be2f6685706009eb38a" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/create-workflow-from-scratch.mp4" />
</Frame>

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**.

<Frame caption="Choosing the trigger">
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/choose-the-trigger.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=00eb8ef3ccd5aefaf3b0196c77cae450" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/choose-the-trigger.mp4" />
</Frame>

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).

<Frame caption="Trigger in the Workflow">
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/choose-the-event-for-trigger.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=5645737e859186e592cbbf28f66d82ef" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/choose-the-event-for-trigger.mp4" />
</Frame>

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.

> 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.

<Frame>
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/adding-the-action.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=cd6c61d7944c10c32757bb9333cc6c77" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/adding-the-action.mp4" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/hubspot-fields.png?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=375a5b1c90b30ba1ea753623887d2f13" alt="" width="1916" height="947" data-path="images/hubspot-fields.png" />
</Frame>

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.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/gallabox-account-id-in-hubspot.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=2d837826545c3fa42e7fef8b7a045bb4" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/gallabox-account-id-in-hubspot.mp4" />
</Frame>

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

<Info>
  [Detailed read](https://github.com/mangoleaphq/gallabox-docs/tree/main/developer-resources/api-key-and-secret.md) if you haven't created any API Keys.
</Info>

<Frame>
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/api-key-and-secret-for-hubspot.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=5d5d5353a1373650a25bfe4568a775b3" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/api-key-and-secret-for-hubspot.mp4" />
</Frame>

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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/ZdZXLPQK4Igicnrh/images/whatsapp-number-in-hubspot.mp4?fit=max&auto=format&n=ZdZXLPQK4Igicnrh&q=85&s=c9039f06070194bfcf838d16b68dea89" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/whatsapp-number-in-hubspot.mp4" />
</Frame>

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`.

<Frame>
  <video src="https://mintcdn.com/gallabox/zlyXiaXI2I0eCp1u/images/select-whatsapp-template-hubspot.mp4?fit=max&auto=format&n=zlyXiaXI2I0eCp1u&q=85&s=0a8e374789e6e023b482d466634cb648" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/select-whatsapp-template-hubspot.mp4" />
</Frame>

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.

<Info>
  The best practise is to view the selected template in another browser to verify the variables.
</Info>

<Frame>
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/body-variables-in-sample-text.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=d26ecc2ff0027b65a40ce19116972b96" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/body-variables-in-sample-text.mp4" />
</Frame>

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`

<Frame>
  <video src="https://mintcdn.com/gallabox/zlyXiaXI2I0eCp1u/images/sample-value-for-button-url.mp4?fit=max&auto=format&n=zlyXiaXI2I0eCp1u&q=85&s=f1ff64ee2d452f68e463b53f1c179e6c" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/sample-value-for-button-url.mp4" />
</Frame>

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

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/header-link-url.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=4e5795aaa79caf0c25adc7b656728807" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/header-link-url.mp4" />
</Frame>

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

<Frame>
  <video src="https://mintcdn.com/gallabox/zlyXiaXI2I0eCp1u/images/save-the-action.mp4?fit=max&auto=format&n=zlyXiaXI2I0eCp1u&q=85&s=377a9df25a54b3890ccf19979a24c18e" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/save-the-action.mp4" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/hubspot-workflow.png?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=7f77e325571e51ffbb8d3dd84c8070bb" alt="" width="1915" height="686" data-path="images/hubspot-workflow.png" />
</Frame>

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