HubSpot Bulk SMS Messaging Workflows

 

Setup a HubSpot Bulk Text Messaging Workflow

A step-by-step guide to creating a drip texting campaign using HubSpot and the Sakari SMS system.

Step 1: Configure Accounts

1. HubSpot Account

If you don’t already have a HubSpot account, can you get started for free here: HubSpot

 

2. Sakari SMS Account

Sakari is the text messaging service we will use to send the text messages.  If you don’t already have an account, you can sign up for a free trial of Sakari here: https://sakari.io/signup/

3. Link Sakari and HubSpot

Follow this setup guide to link Sakari to your HubSpot account: HubSpot SMS Setup Guide

Log in to your HubSpot account.

Select Automation > Workflows from the HubSpot top navigation menu.

 

 

Step 3: Workflow Selection

Now we’ll start to create the workflow. We’re going to be sending the drip text messages to contacts, so select the “Contact-based” option. Then select “Start from scratch.”

 

Click the Create workflow button to proceed.

HubSpot workflow selection

 

Step 4: Workflow Naming

Now we’ll give the new workflow a name. Click the white pencil icon to give your new workflow a name. For our example, we’re going to call it our workflow HubSpot Bulk SMS Workflow.

Next, click the “Set enrollment triggers” button.

HubSpot Bulk Text Messaging Setup

 

Step 5 :Trigger Setup

Now we’re going to configure the HubSpot workflow trigger. The trigger is used to define when and who will be enrolled in your workflow. Because we are trying to message hundreds (or thousands) of contacts at once, we are going to enroll a list of contacts.

Next, click the “Set enrollment triggers” button.

HubSpot Bulk Text Messaging Setup

 

Step 6: Setup the First Drip SMS Message

Now we’re ready to configure the first drip text message. Click the orange “+” Add an action icon in the workflow timeline. This will open the Choose an action window.  Scroll to the bottom and select the Sakari Send SMS integration button.