Charlie AI can run smoothly through your Hubspot workflows, in this article we show you how to set them up, through a step by step guide.

How to setup a Workflow

Prerequisites

Ensure you have the following before proceeding:

• Active Hubspot & Charlie ai accounts

• Completed the 📄 Hubspot: CRM - DM setter integration

• Setter(s) already created.

Step by step guide

Step 1: Identify your AI setter

1. Go to your Charlie Ai dashboard and select "AI Setter" option on your left side menu

2. Select one of the Setters you already have created, and look below it's name and just above the menu for the "Id" information.

3. Copy the Id (you'll need this information for Step 2)

Visual support

Step 2: Create Workflow + Set property value

1. Create a workflow from scratch, and click in the "+" sign to add a step

2. In the left side menu, select the CRM dropdown and look for "Edit record" -> Click "Choose a property"

   1. Choose "Contact" for the target object and type "AI Setter ID" for the property to set

   2. Copy the setter ID (previous step), and paste it in the "AI Setter id" field (last one)

   3. Hit save

Visual support

Step 3: Enable Charlie

1. Click in the "+" sign to add a new workflow action

2. In the left side menu, select the CRM dropdown and look for "Edit record" -> Click "Choose a property"

3. Choose "Contact" for the target object and type "Charlie Enabled" for the property to set

1. Click to "Enter the new value to set to this property", and select "True"

2. Hit save

Visual support