> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/mercuri-docs-es/guia-de-integracion/usando-mercuri-en-hubspot/automatizaciones.md).

# Automatizaciones

#### ¿Qué son las Automatizaciones?

La automatización significa configurar mensajes que se envían automáticamente cuando un cliente realiza una acción específica en tu sitio web.

**Por ejemplo,** cuando un cliente realiza un pedido, se envía al instante un mensaje automatizado para confirmar su compra, eliminando la necesidad de enviar cada mensaje manualmente.

***

#### Pasos para Configurar un Mensaje Automatizado

Sigue las instrucciones a continuación si ya has configurado las WhatsApp y SMS templates.

<figure><img src="https://docs.mercuri.cx/~gitbook/image?url=https%3A%2F%2F392978341-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsZtOBCP9JV8XEWJpUU4t%252Fuploads%252F1duU7VdPq8YVOv8RwkN4%252FAutomation%25201%2520.jpg%3Falt%3Dmedia%26token%3D4ccee00c-e43b-4a75-be7c-5e65961c3c07&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b9a9b767&#x26;sv=2" alt="" width="375"><figcaption></figcaption></figure>

1. Ve a la sección **Automation** en el dashboard.
2. Haz clic en **Create Automation**.
3. Elige el **automation type** requerido de la lista y haz clic en **Create Automation.**

<figure><img src="https://docs.mercuri.cx/~gitbook/image?url=https%3A%2F%2F392978341-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsZtOBCP9JV8XEWJpUU4t%252Fuploads%252F12MI91mwazjmSMoyCbGZ%252FAutomation%25202%2520.jpg%3Falt%3Dmedia%26token%3Da5d2bd1f-acab-4a15-8017-915e6744e86b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7610238f&#x26;sv=2" alt="" width="375"><figcaption></figcaption></figure>

4. A continuación, selecciona el canal de comunicación preferido — **WhatsApp, SMS, o ambos** — para entregar el mensaje automatizado.
5. Elige una **pre-approved template** para cada canal seleccionado (*puedes añadir múltiples templates a una misma automatización*).

{% hint style="info" %}
Actualmente en HubSpot, puedes configurar una automatización para **new customer signups**. **Click here** para aprender más.
{% endhint %}


---

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