A Step-by-Step Guide to Integrating Text Messages into HubSpot Deal Workflows

Learn how to integrate text messaging into your HubSpot deal workflows. Enhance communication, and engagement, and drive sales with SMS strategies!

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.

Let’s get started!

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:

  1. 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/

  2. 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.

  3. 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


Step 1: Create a new workflow

Log in to your HubSpot account.
From the top menu, select Automation > Workflows.
HubSpot Deal Workflow Text Messages Setup Guide
In the top right click the “Create Workflow” button.
HubSpot Deal Workflow Text Messages Setup Guide

Step 2: Select Deal-Based Workflow

Select Automation > Workflows from the HubSpot top navigation menu.
HubSpot Deal Workflow Text Messages Setup Guide

Step 3: Set Enrollment Triggers

Now we’ll give our new workflow a name. In our example, we’re going to call it New Deal Created Welcome Message.

Click the orange “Set enrollment triggers” button to add a trigger.

HubSpot Deal Workflow Text Messages Setup Guide
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 new deal is created.
To add the trigger, select a filter type of Deal Properties and an attribute of Create Date, where the date is known.
Select the Re-Enrollment tab. Re-enrollment will allow us to send another text message to a contact if they are associated with a new deal. Toggle the re-enrollment trigger to on, and select the “Create date is known” checkbox item.
Click SAVE.
HubSpot Deal Workflow Text Messages Setup Guide
HubSpot Deal Workflow Text Messages Setup Guide

Step 4: Workflow trigger complete

Our deal-based SMS workflow trigger is complete. Now we need to add a resulting action. In our case, we want to send a text message. Click the “+” icon.
HubSpot Deal Workflow Text Messages Setup Guide

Step 5: Create Text Message Template

We’re going to use a text messaging template when we send our message to customers. Using a template, each message can be personalized using just a single workflow.
The message template will be linked to HubSpot using a webhook.  In our example, when a new deal is created, HubSpot will trigger a webhook to the URL we’ve identified.
You can create your message template in Sakari and configure the web hook URL. This support article walks through how to create a SMS template with web hook URL.

Step 6: Set Up the SMS Action

We’re going to use a webhook to trigger our deal-based SMS message. Select “Trigger webhook” from the workflow action options.
HubSpot Deal Workflow Text Messages Setup Guide


Configure the Webhook

Paste your Sakari SMS template webhook URL in the field box. Check the Use Request Signature option, and enter the App ID of 182108.
HubSpot Deal Workflow Text Messages Setup Guide


Completed Deal Workflow Steps

This is what your completed HubSpot deal SMS messaging workflow should look like.

HubSpot Deal Workflow Text Messages Setup Guide

Step 7: Turn the Deal SMS Workflow On

Click the Review button in the top right to turn your deal workflow on.
HubSpot Deal Workflow Text Messages Setup Guide
Review the deal workflow summary, and click Turn On in the top right.
HubSpot Deal Workflow Text Messages Setup Guide

Step 8: You're done!

Your HubSpot deal-based SMS workflow is complete. You can now test your workflow by adding or creating a new deal to a contact.

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