Integrating with HubSpot

This will guide one on how to integrate your HubSpot account with your Salesmsg account

David Stupek avatar
Written by David Stupek
Updated over a week ago

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.

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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 Deals, & Tasks timeline. Additionally, any notes created in Salesmsg will be synchronized with the corresponding Contacts in HubSpot.

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.

Contact Syncing

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.

Primary Phone Number Property

This feature enables prioritizing the default phone number fields used from HubSpot contacts. If the 'only' option is selected, new contacts will be created and linked based exclusively on the specified field.

  • Phone Number, Mobile Phone Number

  • Mobile Phone Number, Phone Number

  • Phone Number Only

  • Mobile Phone Number Only

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. Fast-loading widget allows you see the most recent conversations, choose the right inbox, search for the contacts you need, filter conversations by their status, send SMS and make calls.

Calling activity

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.

The following call outcomes are recorded in Hubspot:

  • Outbound calls:

    • Connected: when the call was answered

    • No answer: when the call was not answered

    • Busy: when the call was declined or the line was busy

  • Inbound calls:

    • All calls are logged as connected

SMS activity

SMS activity can be viewed via the Activities tab of the Contacts record or via right hand side menu Text Messaging by Salesmsg tab:

Email-to-SMS

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.

Tickets

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 now search for users by first name, last name, and email to simplify the mapping process for accounts with many members.

Logged activity will be linked to the mapped contacts, this can be used in your team activity report.

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.
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Can I connect one HubSpot account with many Salesmsg accounts?

Yes you can. To enable this feature please reach out to us.


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