HubSpot SMS Automation with Sakari: A Comprehensive Guide

Integrating SMS automation into your HubSpot workflows can significantly enhance customer engagement and streamline communication. Sakari's seamless integration with HubSpot empowers businesses to send personalized, timely text messages directly from their CRM. This guide explores the features, setup process, and best practices for leveraging SMS automation through Sakari and HubSpot.

Why Integrate SMS Automation into HubSpot?

SMS boasts open rates as high as 98%, according to the Mobile Marketing Association, making it one of the most effective communication channels. By automating SMS within HubSpot:

• Enhance Engagement: Reach customers instantly with personalized messages
• Streamline Workflows: Automate routine communications, saving time and reducing manual errors
• Improve Conversion Rates: Timely messages can nudge prospects further down the sales funnel

SMS automation transforms how businesses communicate by delivering the right message at the right moment, automatically triggered by customer behaviors and interactions within your HubSpot CRM. This creates a more responsive, personalized experience that drives better results across your entire customer journey.

Key Features of Sakari's HubSpot SMS Integration

1. Seamless Workflow Integration

Sakari integrates directly into HubSpot, allowing users to add SMS actions within existing workflows. This means you can trigger text messages based on various events, such as:

• New form submissions
• Deal stage changes
• Appointment bookings
• Task completions

2. Personalized Messaging

Utilize HubSpot's contact properties to personalize SMS content. Incorporate tokens like the recipient's name, company, or specific details to make messages more relevant and engaging.

3. Two-Way Communication

Engage in real-time conversations with contacts directly within HubSpot. Sakari adds an "SMS" module to each contact record, enabling users to send and receive messages without leaving the CRM.

4. SMS Autoresponders

Set up automated responses based on specific keywords or triggers. For instance, if a contact texts "INFO," you can configure an automatic reply with relevant information.

Learn more: Configure SMS Auto-Responders in HubSpot

5. MMS Support

In the U.S. and Canada, Sakari supports Multimedia Messaging Service (MMS), allowing you to send images, videos, or longer text messages to enhance communication.

Setting Up SMS Automation in HubSpot with Sakari

Step 1: Connect Sakari to HubSpot

1. Sign up for a Sakari account
2. Navigate to the integrations section and select HubSpot
3. Authorize the connection between Sakari and your HubSpot account

Step 2: Create a New Workflow in HubSpot

1. Go to Automation > Workflows in HubSpot
2. Click on Create workflow and choose from a template, or build from scratch
3. Set your enrollment triggers based on desired criteria (e.g., form submissions, deal stages)

Step 3: Add SMS Actions

1. Within the workflow, click the "+" icon to add a new action
2. Scroll to Integrated Apps. Under Sakari SMS, select the Send SMS option
3. Configure the message content, recipient number (using contact tokens), and message type (marketing or transactional)

Step 4: Activate the Workflow

1. Review your workflow settings
2. Click Review and publish to activate the automated SMS workflow

Best Practices for SMS Automation

• Obtain Consent: Ensure contacts have opted in to receive SMS communications to comply with regulations
• Keep Messages Concise: SMS messages are most effective when kept under 160 characters to avoid splitting into multiple messages and maintain clarity
• Personalize Content: Use contact properties to make messages relevant
• Monitor Performance: Track open rates, responses, and conversions to optimize future campaigns
• Timing Matters: Send messages during business hours and consider your audience's time zone
• Include Clear CTAs: Make it easy for recipients to take the next desired action

Strategic Use Cases for SMS Automation in HubSpot

Lead Nurturing Send timely follow-ups to prospects based on their interactions, moving them through your sales funnel with personalized touchpoints.

Appointment Reminders Reduce no-shows by sending automated reminders 24 hours and 1 hour before scheduled meetings or demos.

Event Promotions Inform contacts about upcoming webinars, sales, or events with targeted messaging based on their interests and past engagement.

Customer Support Provide instant updates or responses to customer inquiries, improving satisfaction and resolution times.

Post-Purchase Follow-up Automate thank you messages, delivery updates, and feedback requests to enhance the customer experience.

Measuring SMS Automation Success

Track these key metrics to optimize your SMS automation performance:

• Delivery rates - Ensure messages are reaching recipients
• Open rates - Monitor engagement levels
• Response rates - Measure two-way conversation initiation
• Click-through rates - Track link engagement in messages
• Conversion rates - Measure ultimate business impact

Get Started with SMS Automation Today

Integrating SMS automation into HubSpot using Sakari enhances communication efficiency and customer engagement. By leveraging personalized, timely messages, businesses can foster stronger relationships and drive conversions.

Ready to see how SMS automation can transform your HubSpot workflows? Start your free Sakari trial today and experience the power of automated text messaging within your CRM.

For a visual walkthrough of integrating Sakari with HubSpot, check out the following video: https://youtu.be/UtK2-gTyxMc