Integrate your HubSpot account with Salesmsg to send and receive text messages in two-way conversations as well as to make calls using your Salesmsg number. Use HubSpot workflows to send mass texts. Leverage HubSpot reports for Salesmsg insights, and create HubSpot lists with Salesmsg properties to target the ideal audience.
Integrating with HubSpot
Head over to Settings > Integrations and click to connect your Hubspot account. Connect your HubSpot account.
Configure Your HubSpot Settings
Once your integration has been successfully installed, you'll be able to configure the settings to customize the integration.
Contact Timeline Event Creation
Salesmsg will automatically save any incoming and outgoing texts and calls to the Contact, Deal, and Ticket timeline.
Event Per Message
This will save any individually sent or received message to the timeline.
Daily Conversation Recap
At the end of the day, this will create one timeline event that shows the messages for that specific day.
Salesmsg gives you the option to link Salesmsg contacts to a HubSpot contact as well as automatically sync your HubSpot contacts.
If contact is updated in Salesmsg then...
Do nothing in HubSpot (recommended)
Update contact in HubSpot
If contact doesn't exist in HubSpot, then...
Create a new HubSpot contact (recommended)
Do nothing in HubSpot
You can also import your HubSpot contacts to your Salesmsg account using a Webhook Workflow.
Import & sync HubSpot lists
You'll be able to import and sync your HubSpot lists directly with Salesmsg so all of your contacts stay up to date. You'll also be able to send a Broadcast directly to your HubSpot lists.
Two-way conversational texting & calling
From the chat interface, you can send and receive SMS text messages as well as MMS (multi-media) messages like animated gifs, images, and Vcards.
Text from Contacts & Deal Records
You can text your contacts from either the Contacts or the Deal records page in HubSpot so you won't have to leave HubSpot to text your contacts.
You can view calling activity using the Activities tab of the Contacts record. All calls are consolidated under the Calls section. You can also make a phone call using Salesmsg right from the same tab.
SMS activity can be viewed via the Activities tab of the Contacts record or via right hand side menu Text Messaging by Salesmsg tab:
Recently announced Email-to-SMS feature allows you to connect your HubSpot inbox to Salesmsg. With its help, you are able to receive SMS messages in your HubSpot inbox and reply to the messages in the same thread. Once you reply, an outgoing SMS messages will be sent to the contact.
All Salesmsg functionalities are accessible via HubSpot Tickets view just like HubSpot Contacts and Deals.
Map HubSpot Users to Salesmsg Users
This feature is used to map your HubSpot Contact Owners to the appropriate Salesmsg member so when you use the Workflow Action to send as the Contact Owner, Salesmsg will know who to send the text from.
You can also automatically assign inbound conversations based on HubSpot users mapping with Salesmsg inbox users.
Utilizing HubSpot Workflows
Salesmsg Integration with HubSpot allows you to trigger HubSpot Workflows with calls or SMS or send text messages automatically using HubSpot workflows or webhooks. All text messages can be personalized applying Merge fields to your workflows. In addition, you can create and update contacts using HubSpot workflows.
Workflows is a useful tool to send automated confirmations and reminders, create HubSpot notifications when a text message is received, send NPS surveys or schedule mass SMS.
Frequently Asked Questions
Do my members need to individually integrate from their Salesmsg accounts to their HubSpot accounts?
They do not, once the Organization Owner connects all the members will connect with their associated HubSpot accounts automatically.
Can a HubSpot user without a Salesmsg account use Salesmsg from HubSpot?
That user will not be able to do 2-way texting from their own HubSpot account, but they would be able to configure workflows with the Salesmsg numbers you do have.
How can I tell if my integration is disconnected?
Should an error occur on HubSpot or Salesmsg that disconnects your integration, the next time you log in to Salesmsg you'll see a large status bar at the top of your Salesmsg conversation page indicating your integration has disconnected.
Can I connect one HubSpot account with many Salesmsg accounts?
Yes you can. To enable this feature please reach out to us.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].