---
title: How to Integrate Text Messages into HubSpot Deal Workflows
description: Learn how to integrate text messaging into your HubSpot deal workflows. Enhance communication, and engagement, and drive sales with SMS strategies!
---

[Business Messaging Blog | Sakari ](https://sakari.io/blog)

# [How to Integrate Text Messages into HubSpot Deal Workflows](https://sakari.io/blog/hubspot-workflow-text-messages-guide)

 Written by [Adam Horsman](https://sakari.io/blog/author/adam-horsman) | Mar 28, 2019 4:00:00 AM

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/ ](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](https://www.hubspot.com/integrations/sakari-sms).
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](https://sakari.io/blog/hubspot-sms-setup-guide/). 

 

## Deal Messaging How-To Steps

     

### Step 1: Create a new workflow

Log in to your HubSpot account.

From the top menu, select ** Automation > Workflows. **

 

 

In the top right click the “**Create Workflow**” button.

 

### Step 2: Select Deal-Based Workflow

Select ** Automation > Workflows ** from the HubSpot top navigation menu.

 

### 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.

 

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.

 

### 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.

 

### 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](https://en.wikipedia.org/wiki/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](https://support.sakari.io/hc/en-us/articles/360038866512-HubSpot-Deal-Based-Workflow-Templates).

### 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.

 

#### 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**.

 

#### Completed Deal Workflow Steps

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

### Step 7: Turn the Deal SMS Workflow On

Click the ** Review ** button in the top right to turn your deal workflow on.

 

 

Review the deal workflow summary, and click ** Turn On ** in the top right.

 

### 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.

 

## Try Sakari's SMS Marketing Platform for FREE

Ready to transform the way you communicate with your customers? [Start your 14-day free trial with Sakari today](https://sakari.io/signup) and experience the power of seamless SMS messaging at your fingertips.

No credit card required, just immediate access to all the tools you need to enhance engagement and drive results.

 

<https://sakari.io/signup>

[View full post](https://sakari.io/blog/hubspot-workflow-text-messages-guide)

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