The HubSpot Text Messaging Simple Getting Started Guide
In this HubSpot step-by-step guide, we’ll walk through how to add SMS messaging directly into your HubSpot account.
Maximize your CRM potential with Sakari and HubSpot. Learn how to send personalized SMS based on contact owner data with targeted communication.
How can you personalize HubSpot SMS messages to make them a little more friendly and less of a marketing message? HubSpot uses the Contact owner property to set the ownership of a contact, but unfortunately, the only contact owner attribute that can be defined in HubSpot is the contact owners name.
In this article we’ll walk through how to create personalized HubSpot text messages that allow you to add ANY contact owner attributes you want to your sales message. Using just a single template, we can automatically insert a salesperson phone number, name, title – whatever!
In order to send HubSpot text messages using Contact owner attributes, you’re going to need to have three things prior to get started:
A HubSpot account. HubSpot is a Customer Relationship Management (CRM) tool that allows you to easily manage thousand of customers. To get started for free, go to: https://www.hubspot.com/
Sakari SMS. By default, HubSpot does not have external SMS capabilities. In order to send HubSpot deal text messages, we need to add a third-party SMS service. We will link the two systems using HubSpot integration.
Sakari SMS <> HubSpot integration. Linking HubSpot and Sakari is a simple process that takes just minutes and requires no code. Here’s the guide to setting up HubSpot text messaging integration.
Click the orange “Set enrollment triggers” button to add a trigger.
Now we’ll define the HubSpot workflow trigger. The trigger is what will cause the workflow to begin. In our example, we want a text message to be sent to a customer when a form is submitted. Alternatively, we could select any of the other options as a trigger.
Select the form you want to trigger the text message. Then click “Done” and click “Save.”
Now that we’ve completed the enrollment trigger, we’re ready to add the action. The action is what happens when the enrollment criteria has been met. Click the orange “Add an action” button.
Select the “Send SMS” integration option.
After selecting the “Send SMS” integration option, a new window will appear to configure your text message. There are five fields that need to be set in order to configure your message.
{
“user1@email.com” :{
“mobile” :”+1-333-222-4444″,
“firstname” :”John”,
“title” :”Sales Associate”
},
“user2@email.com”: {
“mobile” :”+1-333-444-5555″,
“firstname” :”Mary”,
“title” :”General Manager”
}
}
If you need help getting started with sending personalized HubSpot text messages with contact owner attributes, contact us at help@sakari.io. We’d be glad to help you get started!
Adam is the Co-Founder of Sakari. Sakari is a business SMS service for sending text message alerts, reminders, events and notifications to customers and employees, wherever they are. Manage your entire business messaging in one location, with unlimited users, branch accounts and integration with over 1,300 applications.
In this HubSpot step-by-step guide, we’ll walk through how to add SMS messaging directly into your HubSpot account.
Learn how to add HubSpot SMS integration to your account in 60 seconds to allow two-way text messaging directly inside of HubSpot.
Learn how to integrate text messaging into your HubSpot deal workflows. Enhance communication, and engagement, and drive sales with SMS strategies!
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