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Integrating with Hubspot

Integrating with Hubspot

A guide to integrating your Hubspot account with Salesmsg
Jamie Frausto avatar
Written by Jamie Frausto
Updated over a week ago

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Integrate your Hubspot account with Salesmsg to send and receive two-way conversations or use Hubspot workflows to send mass texts.

Watch the video below to complete your Hubspot integration set up.

  1. To get started, from your Salesmsg dashboard navigate to Settings > Integrations and connect your HubSpot account using your Hubspot login credentials.
  2. Make sure to toggle your Event Per Message ON in your integration settings. This feature will send text data to the contact record in Hubspot.
  3. In Hubspot, update your filter activity to include your Salesmsg integration.
  4. Once you are successfully integrated, you will see the Salesmsg widget where you can send two-way conversations and you'll also see the SMS actions in the Hubspot workflows.

Integrating your members to Hubspot

You can invite your team to use Salesmsg with your Hubspot account. After you invite your team, there is a couple of set up items to complete.

  1. Make sure each member is integrated into their Hubspot account using their own login credentials.
  2. Remember to toggle Events Per Message ON to sync your text data into the contact's timeline in Hubspot.

3. As the Salesmsg admin, map out each user in your integration settings to send texts by the Contact Owner. Below is a quick video on how to map out your users.

Frequently Asked Questions

What if I receive a "Permissions Error" when trying to integrate?
If you get a "Permissions Error" while attempting to integrate your Hubspot account, there's a couple of things you can do to try to fix this.

  1. Make sure you are using your own unique login credentials.
  2. In Hubspot, review your Settings to make sure your user has the proper permissions to Edit Contacts.
  3. In Hubspot, review your Users & Teams Settings verify that any member user has been granted Super Admin as their Role.
  4. Refresh and try again.

How do I send text messages in Hubspot?
Use this guide to view How to send texts from Hubspot.

How do I import my Hubspot contacts over to Salesmsg?
How to import Hubspot Contacts into Salesmsg.

How can I send texts using Hubspot Workflows?
Hubspot SMS Texting from Workflows

To reach our support team, please email [email protected].

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