How to create a workflow to automate message synchronization

Learn how to create a workflow to automate message synchronization activation between HubSpot and Saysimple

Once you have the Saysimple – HubSpot integration installed and configured, follow these steps:

1. Go to the Workflows section in HubSpot from the left sidebar:
   Automations > Workflows

2. Once in the panel, click on the "Create Workflow" button at the top right, choosing “From scratch.”

3. Select "Contact-based" and click "Next" at the top right.

   

4. Then, click on "Set up triggers" and select "When an event occurs" from the left sidebar.

   

5. A new menu will appear asking you to add trigger criteria. A list of options will be displayed—find the “CRM” section and select “Property value changed.”

   

6. Next, you'll be asked to "Edit criteria." Here, choose the property name. Look for “Saysimple ID,” and although the default criterion is set to “is any of,” you should change it to “is known.”

   

7. Once selected, save the criteria. This will configure the workflow trigger to run whenever the “Saysimple ID” property is assigned.

   

8. After setting up the trigger, proceed to indicate the action you want to carry out using the + icon below the trigger. When you click the +, a left sidebar panel will open. Go to the “CRM” menu here. A list of options will appear—look for the option labeled “Set property value.”

   

9. Click "Review and publish" in the button at the top right. Continue by selecting "Next" on the form that appears until you see the "Activate Workflow" button. Click to activate the workflow.

   

In this way, all contacts synced between Saysimple and HubSpot will have message tracking enabled from the moment synchronization is performed.