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How to send Nuvia WhatsApp templates straight from a HubSpot workflow

Send Nuvia WhatsApp templates straight from a HubSpot workflow: every contact who enters the flow gets the message automatically, without leaving HubSpot.

Available on
All Nuvia plans
Who can do it
Users with permission to create and edit workflows in HubSpot. Connecting the integration in Nuvia requires the Administrator profile

With the HubSpot integration connected, the Nuvia app adds the Send template action to the HubSpot workflow editor. The send happens straight from the workflow: while you build the flow, search for “Nuvia” in the action picker, click the app to see the available actions and select Send template. You choose the Nuvia inbox and template only once and, from then on, every contact who enters the flow according to the enrollment rules gets the message on WhatsApp, with no manual action.

Available on: All Nuvia plans.

Who can do it: Users with permission to create and edit workflows in HubSpot. Connecting the integration in Nuvia requires the Administrator profile.

Where to set it up: In HubSpot, under Automation > Workflows.

What you need before you start

How to set up automatic template sending in HubSpot

In the topics below you'll find the detailed step-by-step shown in the GIF above.

Step 1: Create or open the workflow in HubSpot

  1. In HubSpot, go to Automation > Workflows

  2. Click Create workflow and select From scratch, or open an existing workflow

  3. Choose a contact-based workflow and set up the enrollment triggers: they define which contacts enter the flow

Step 2: Add the Send template action

  1. With the workflow open, click the + icon to open the action picker

  2. In the search field, type Nuvia to find the app

  3. Click the Nuvia app to see the available actions

  4. Select Send template

Step 3: Choose the inbox and the template

  1. Select the inbox (WhatsApp number) that will send the message

  2. Select the template to send: only templates with Approved status can be sent

  3. Save the action

Step 4: Review and turn on the workflow

  1. Click Review and publish

  2. Check the enrollment triggers, whether existing contacts should enter the flow, and whether re-enrollment behaves the way you want

  3. Turn on the workflow

Once it's on, any contact who enters the flow and reaches the action gets the template on WhatsApp automatically.

What happens when a contact enters the flow

  • When it reaches the Send template action, HubSpot triggers Nuvia, which sends the template from the selected inbox's number

  • Since the send uses a Meta-approved template, it works even outside the 24-hour window: this is the format required to start conversations with contacts who haven't replied yet

  • If the contact replies, the message arrives in Nuvia's Conversations module, in the inbox that sent it, and the reply opens the 24-hour window for free-form messages

  • Each send counts toward the WhatsApp number's daily limit (Tier)

Limits and rules

RuleValue
Template status Only Approved templates can be sent. Pending or Rejected templates aren't sent
Contact phone Must be valid and include the country code. The integration's default country code covers numbers without one
Daily send limit Follows the WhatsApp number's Tier, from 1,000 sends/day on Tier 1 up to unlimited on Tier 4
Resending to the same contact Only happens if re-enrollment is turned on in the workflow triggers. By default, HubSpot doesn't re-enroll contacts who have already gone through the flow
Workflow type Use contact-based workflows: the template is sent to the contact enrolled in the flow.

Common errors and solutions

ProblemLikely causeSolution
The Nuvia app doesn't show up in the action picker search Integration disconnected or connection expired Check for Connected status in Platform > Integrations > HubSpot and reconnect the account if needed
The template doesn't show up in the action's list Template is Pending or Rejected, or belongs to another inbox Check the status in the Message templates section of the selected inbox and choose an Approved template
The contact entered the flow but didn't get the message Invalid phone or missing country code Fix the number in HubSpot and set the default country code in the integration's Advanced tab
The workflow is on, but nothing is sent Contacts don't meet the enrollment triggers, or already went through the flow without re-enrollment turned on Review the triggers and the workflow's enrollment history in HubSpot

Frequently asked questions

Frequently asked questions

Can I send the template to someone who has never talked to me on WhatsApp?

Yes. Meta-approved templates are the format required to start conversations outside the 24-hour window. That's why the action uses templates instead of free-form messages.

Can the same contact get the template more than once?

Not by default: HubSpot doesn't re-enroll a contact who has already gone through the workflow. To allow resends, turn on re-enrollment in the flow triggers. Think it through, because repeating the same message to the same contact increases the risk of blocks.

Where do I see contacts' replies?

In Nuvia's Conversations module, in the inbox that sent the message. From there, the conversation follows the normal flow.

Do I need to set up anything in Nuvia for sending to work?

There's no extra setup beyond the prerequisites: connected integration, active inbox and approved template. The whole flow is built in the HubSpot workflow editor.

Does sending cost anything?

Template sending follows Meta's rules for template messages, and usage on your account follows your Nuvia plan.

My template was rejected after the workflow was already on. What happens?

Templates that aren't approved aren't sent. Fix the template and resubmit it for approval, or edit the action in the workflow and select another Approved template.

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