Post by account_disabled on Jan 11, 2024 5:14:36 GMT -5
Afilter criteria is met Step Search the Contact properties for Treble Step Choose the option Transfer to agents properties Step Define the date from which to activate the trigger Step Add a Branch based on the Contact Owner of the Enrolled Contact property to segment notifications based on the owner assigned to the contact. Step In each branch add the Send notification in app action Step Set the default text that will send the notification flow in hubspot and whatsapp to create alerts Meeting reminder When a customer or lead schedules a demo it automatically creates a deal or task in HubSpot for structured followup.
Step Create a new Saudi Arabia WhatsApp Number Data workflow Step Choose the trigger Date of the last meeting booked in the meetings tool Step Choose when you want the reminder to be sent Step Add an action to Display conversation on WhatsApp and choose your HSM Step If you want to add more reminders you can add more boxes with all the communications in the flow flow in hubspot meeting reminder Tip Watch the video here with the step by step to automate WhatsApp and HubSpot with this workflow. Webinar reminder Minimize absenteeism by sending automatic messages that remind you of scheduled appointments whether they are meetings webinars or inperson events.
Step Create a new contactbased workflow Step Add a new form conversion trigger Step Choose the form and registration page for your webinar or event Step Add a new Delay action setting a delay until a specific date to send the reminders. Step Add a new Deploy WhatsApp Conversation action and choose your HSM message template Tip Watch the video with the step by step here . flow in hubspot and whatsapp webinar reminder Personalized birthday messages Strengthen the relationship with your clients by sending offers or greetings on special dates such as their birthday.
Step Create a new Saudi Arabia WhatsApp Number Data workflow Step Choose the trigger Date of the last meeting booked in the meetings tool Step Choose when you want the reminder to be sent Step Add an action to Display conversation on WhatsApp and choose your HSM Step If you want to add more reminders you can add more boxes with all the communications in the flow flow in hubspot meeting reminder Tip Watch the video here with the step by step to automate WhatsApp and HubSpot with this workflow. Webinar reminder Minimize absenteeism by sending automatic messages that remind you of scheduled appointments whether they are meetings webinars or inperson events.
Step Create a new contactbased workflow Step Add a new form conversion trigger Step Choose the form and registration page for your webinar or event Step Add a new Delay action setting a delay until a specific date to send the reminders. Step Add a new Deploy WhatsApp Conversation action and choose your HSM message template Tip Watch the video with the step by step here . flow in hubspot and whatsapp webinar reminder Personalized birthday messages Strengthen the relationship with your clients by sending offers or greetings on special dates such as their birthday.