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Business Problem:
Currently, there is no native option to trigger respond.io actions (e.g. sending messages) directly from within HubSpot Workflows. This limitation forces teams to rely on external integration platforms or manual steps to initiate conversations or actions in respond.io, complicating their automation ecosystem and increasing the risk of delays or data inconsistencies.
Desired Outcome:
  • Native respond.io Workflow Action:
    Introduce a dedicated respond.io action type in HubSpot Workflows. This allows HubSpot users to seamlessly initiate respond.io actions—such as sending a WhatsApp message, assign the contact and etc.
  • Unified Automation Ecosystem:
    Enable users to maintain a single automated workflow environment, eliminating the need for third-party connectors or manual updates. This ensures consistent data handling, reduces complexity, and streamlines cross-platform communication.
Use Cases:
  • Sales Handoffs:
    When a HubSpot contact reaches a new lifecycle stage (e.g., from Lead to MQL), a HubSpot Workflow could automatically trigger a personalized WhatsApp or SMS message via respond.io. This ensures timely engagement without manually switching tools or exporting contact data.
  • Event & Campaign Triggers:
    Suppose a contact registers for a webinar or completes a form. HubSpot Workflows can immediately prompt respond.io to send a confirmation message or provide next steps, ensuring immediate, automated customer communication.
Current Workaround:
Users must rely on third-party integration tools (like Zapier or Make.com) to trigger the respond.io actions based on HubSpot trigger. This adds complexity, creates additional costs, and is prone to errors or delays.