HubSpot Deal Text Messages Setup
In order to send text messages using a HubSpot deal-based workflow, you’re going to need to have three things:
- 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.
Deal Messaging How-To Steps
Create a new workflow
Select Deal-Based Workflow
Set Enrollment Triggers
Click the orange “Set enrollment triggers” button to add a trigger.