With the HubSpot integration connected, the Nuvia app provides the Enroll in campaign action inside the HubSpot workflow editor. Enrollment happens right 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 Enroll in campaign. You choose the campaign only once and, from then on, every contact that enters the flow according to the enrollment rules joins the campaign automatically.
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 Admin profile.
Where to set it up: In HubSpot, under Automation > Workflows. The campaign is prepared in Nuvia, under Side menu > Campaigns.
What you need before you start
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An active HubSpot integration, with Connected status in Nuvia Platform > Settings > Apps > HubSpot (How to set up the HubSpot integration)
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A Nuvia campaign with Active status and its send set to External trigger (How to create and launch your first WhatsApp campaign in Nuvia)
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Contacts with the data required by the campaign's channel (e.g., phone number with country code for WhatsApp campaigns)
How to set up automatic enrollment of leads/contacts in Nuvia campaigns directly from HubSpot
In the topics below you will find the detailed step by step shown in the GIF above.
Step 1: Get the campaign ready in Nuvia
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In the Side menu, click Campaigns and create or open the campaign you want
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When defining the audience, select the External trigger activation type
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Set up the message sequence as usual and launch the campaign, so it has Active status
Learn more in: How to create and launch your first WhatsApp campaign in Nuvia
Step 2: Create or open the workflow in HubSpot
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In HubSpot, go to Automation > Workflows
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Click Create workflow and select From scratch, or open an existing workflow
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Choose a contact-based workflow and set up the enrollment triggers: they define which contacts enter the flow
Step 3: Add the Enroll in campaign action
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With the workflow open, click the + icon to open the action picker
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In the search field, type Nuvia to find the app
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Click the Nuvia app to see the available actions
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Select Enroll in campaign
Step 4: Choose the campaign
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Select the campaign the contacts will be enrolled in: the list only shows Active campaigns sent by External trigger
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Save the action
Step 5: Review and turn on the workflow
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Click Review and publish
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Check the enrollment triggers, whether existing contacts should enter the flow, and whether re-enrollment behaves the way you want
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Turn on the workflow
From activation onward, any contact that enters the flow and reaches the action is automatically enrolled in the campaign.
What happens when a contact enters the flow
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When the contact reaches the Enroll in campaign action, HubSpot triggers Nuvia, which enrolls the contact in the selected campaign
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The contact starts following the campaign's message sequence, with the steps, intervals, and business hours configured in it
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Replies follow what the campaign defined in each step: AI agent or Human agent, with the conversation in the Conversations module
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In WhatsApp campaigns, sends use the approved templates configured in the steps and count toward the number's daily limit (Tier)
Limits and rules
| Rule | Value |
|---|---|
| Campaigns listed in the action | Only campaigns with Active status and send set to External trigger |
| Contact data | Must have the data required by the campaign's channel (e.g., phone number with country code for WhatsApp) |
| Re-enrollment through HubSpot | By default, HubSpot does not re-enroll contacts that have already gone through the flow. To repeat the enrollment, turn on re-enrollment in the workflow triggers |
| Workflow type | Use contact-based workflows: the campaign receives the contact enrolled in the flow. |