Setup a HubSpot Bulk Text Messaging Workflow
1. HubSpot Account
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
Create a new workflow
HubSpot workflow selection
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.
HubSpot Bulk Text Messaging 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.