1.Monitors company activation field updates
Integrate HubSpot and CRM automation tools to watch the configured company activation field and pass the company ID into the flow.
Send welcome message when company activates primary contact
Automatically watch company property updates in HubSpot across CRM and messaging apps. Send a templated welcome message when a company activates its primary contactβso you can confirm consent, validate phone, and reach out without manual follow-up.
How this automation sends welcome messages at activation
When a company activates without an automated outreach, welcome timing slips and consent and phone checks get missed. This automation watches company activation, finds consenting contacts, and posts a templated messageβso your team reaches the right contact fast.
HubSpotor swap with your favorite app
2.Finds associated contacts
Integrate HubSpot and contact lookup tools to locate contacts associated to the triggering company and map association IDs for lookup.
3.Retrieves contact by ID
Integrate HubSpot and contact enrichment tools to retrieve the contact record and map phone and the consent flag into the flow.
4.Filters to consenting contacts with phone
Integrate Filter by Zapier and qualification rules to continue only when consent is positive and a phone number is present.
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5.Posts templated outbound message
Integrate Webhooks by Zapier and messaging endpoints to post the templated message using phone and company context parameters.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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