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With the enroll into active TextBot function action, you can instantly enroll contacts into an active TextBot, enhancing lead nurturing, customer support, and sales follow-upsâwithout manual intervention.
How It Works in HubSpot Workflows
By adding this action to your HubSpot workflow automations, you can:
Automatically trigger text conversations at key points in the customer journey.
Enroll leads, customers, or support inquiries into the right textbot based on workflow conditions.
Streamline engagement by leveraging AI-powered responses and automation.
This integration brings text messaging automation directly into your HubSpot workflows, enabling seamless communication that is personalized and timely.
Steps
Login to HubSpot: Log in as an existing user to your HubSpot account.
Navigate to HubSpot Workflows: Go to the Workflows page within HubSpot.
Create a New Workflow: Start a new workflow or edit an existing one.
Add the âHubSpot: Workflow Action: Enroll into Active Textbotâ Action:
In the workflow editor, click Add Action.
Under the Salesmsg (Development) section, select the âHubSpot: Workflow Action: Enroll into Active Textbotâ action.
Fill in Required Fields:
Select the Phone Number Property (which contact number will be used for the textbot).
Choose the AI Agent (the textbot to be used, which should already be active and set up).
Save and Activate: Once the action is configured, click Save and activate the workflow.
Using the Active textbot will help you Automate customer interactions and reduce manual tasks, freeing up your team to focus on high-priority activities.
Customize responses using AI to ensure the customer experience feels personalized and relevant. And effortlessly scale your customer engagement by using textbots to manage large volumes of inquiries, leads, and support requests.
Frequently Asked Questions
Can I use this action with multiple textbots?
Yes, you can configure different workflows with different textbots based on the contact's needs or stage in the journey.
Is the âHubSpot: Workflow Action: Enroll into Active Textbotâ action available on all HubSpot plans?
Check the availability of this feature based on your HubSpot subscription plan. Some actions may require additional integrations or permissions.
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