On the workflow creation screen in HubSpot, in the list of available actions, Atom's custom actions are displayed such as:
Send Template
This will allow you to have complete freedom to send templates extracted from ATOM along with parameter modifications to use HubSpot or ATOM variables.
Here is an example:
This action has several configurable parameters, such as:
Channel: Being an action of the "Send template" type, all WhatsApp channels that the Atom user has configured will be enabled.
Template: You will be able to select a template previously uploaded and approved from Atom.
Group: You will be able to select whether the template sending will assign the conversation to a specific group.
Template information fields. From HubSpot, all information fields of the previously selected Atom Template are retrieved. Each parameter can be completed in the following way: a custom value entered by the user, a value from a HubSpot variable, or if it is not filled, it will be assigned the default value set in Atom.
Send Webhook
Through this action you will be able to use Atom flows that contain webhooks for task automation and message sending.
To use an Atom webhook in a HubSpot flow, follow these steps:
In the actions menu, choose the "Send webhook" option.
This action has several configurable parameters that vary depending on the webhook selected.
Depending on the webhook you choose (previously created in Atom), the system will request different required parameters. Once you complete all the required information, click the Save button so that the action is linked to your HubSpot workflow.
Your automation has leveled up! 🚀
By triggering Atom actions directly from HubSpot, you eliminate manual work and contact your customers at the exact moment. Let your Workflows work for you and boost your conversions. ✨