In this guide, we’ll walk step-by-step how to send HubSpot deal workflow text messages. In our example, we will automatically trigger a text message whenever a contact is added to a deal. The contact will receive a personalized text message that includes their first name, as well as a description of their deal.
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.
Workflow trigger complete
Create Text Message Template
Set Up the SMS Action
Configure the Webhook
Completed Deal Workflow Steps
This is what your completed HubSpot deal SMS messaging workflow should look like.