Our HubSpot integration gives you a simple way to send outbound text messages from your Workflows. In this tutorial you'll learn the two ways to send messages to your contacts.
Method #1: Send SMS Text Message
This option will give you a way to send a text by selecting the Salesmsg phone number, member, or shared inbox.
Personalize the SMS by using the Contact Token drop down will allow you to select the property you would like insert as a merge field. In this example we are using a native merge field “First Name”
Verifying your message sent with the custom property merged
To verify the message was sent with your merge fields, check the History tab of your workflow to verify the message has been sent.
You can also verify the message has been sent by searching for the contact in your inbox folders. If you've had a previous conversation with the contact it will appear in your open folder or the outbound folder its a new outgoing message that hasn't received a response.
Because this is a new integration from HubSpot, they are not giving apps like Salesmsg the ability to extend into other Workflow types aside from Contact-based at this time.
- ✅= Contact Based
- 🚫= Company Based
- 🚫= Deal Based
- 🚫= Ticket Based
You can still send text messages from these Workflow types using Webhooks and Salesmsg Triggers.