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Post by account_disabled on Jan 11, 2024 12:02:41 GMT 1
automate whatsapp and hubspot Tip: Watch the video with the step by step here . Proactive lead tracking Forms often include fields that help qualify and segment your leads. Therefore, we present how to carry out this automation using the “City” property as an example: Step 1: Collect lead information through the form. Step 2: Identify the relevant fields for scoring and targeting (in this example, “City”). Step 3: Create a branch based on the property criteria you used. Step 4: Add an action to “Deploy WhatsApp conversation. Step 5: Choose the Saudi Arabia WhatsApp Number Data HSM conversation template you want to send Step 6: If you plan to send a sequence of more than 2 messages, add two “Delay” boxes between each communication so that it is sent after a certain time and at a certain time. flow in hubspot for lead tracking Reactivation of stagnant businesses This is an incredible example of the power of automating WhatsApp and HubSpot . receive the appropriate follow-up and move forward in the sales process. Here we show you how to do it using the. Business stage is not one of Follow up” criteria: Step 1: Identify leads with businesses stuck in the defined stage (for example, “Follow up”). Step 2: Start a workflow based on this pipeline stage. Step 3: Set delays within the workflow to ensure constant tracking. Step 4: Add the “Display conversation in WhatsApp” action and choose the HSM Step 5: Define a goal in the workflow Step 6: If a lead advances to a different stage of the pipeline, automatically remove them from the workflow, thus preventing them from receiving irrelevant communications. flow in hubspot to reactivate business
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