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. then one you press connect it will redirect you to the HubSpot account where you can connect your HubSpot account or create a new one.
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 log different activities like incoming and outgoing texts and calls to the Contact, Company, Deals, and Ticket Deals & Tasks timeline. Additionally, if enabled, any notes created in Salesmsg will be synchronized with the corresponding Contacts in HubSpot.
You can also set what kind of timelines you want to appear in your HubSpot account:
Messages
Calls
Notes
Voicemails
When enabled, the "Log activities to all associated objects" setting ensures that all new timeline events created in Salesmsg are also logged within the associated HubSpot objects.
This integration helps you keep all relevant information consolidated and easily accessible, improving your workflow and tracking capabilities.
Contact Syncing
Salesmsg gives you the option to link Salesmsg contacts to a HubSpot contact as well as automatically sync your HubSpot contacts.
There are few options you can set for contact sync:
Syncronisation direction:
One way sync will push data from HubSpot to Salesmsg
Two way sync will result in data going both ways
Contact ownership sync:
When enabled will update contact owner in HubSpot if the owner is updated in Salesmsg
Contact property sync:
When enabled will update contact properties in HubSpot if the mapped properties are updated in Salesmsg
Contact creation:
When enabled will create new contacts that were oroginated in Salesmsg (e.g. inbound messages or calls from new contacts)
You can also import your HubSpot contacts to your Salesmsg account using a Webhook Workflow.
Contact Sharing within HubSpot
With HubSpotās contact-sharing feature, you can easily share individual contacts with selected HubSpot users or entire teams. This makes contacts accessible across relevant accounts, improving teamwork and communication.
Note: This feature is available only if youāre using the BETA HubSpot 'Share' Feature.
Step-by-Step Instructions
Accessing Contacts in HubSpot
Begin by navigating to HubSpot and opening the āContactsā page. From here, you can view and manage all contacts within your account.Selecting and Sharing Contacts
Choose the contact you want to share by marking the checkbox next to the contactās name. This action enables the āShareā option to appear at the top of the page.
Click the āShareā button, which opens a dropdown with options to share with specific users or teams.
Sharing with Mapped HubSpot Users
To share a contact with a particular HubSpot user, select the desired user from the āShared usersā dropdown list.
Once selected, confirm by clicking āShareā. This action will automatically populate the āShared usersā property on the contact record with the chosen HubSpot userās details. And contact will appear in Salesmsg.
Sharing Contacts with Additional Users
Repeat the process to share a contact with additional HubSpot users as needed. Each shared user will appear under the āShared usersā property on the contact record, indicating successful mapping.Sharing with Mapped HubSpot Teams
For broader access, you can select a contact and share it with a HubSpot team. Choose the relevant team from the āShared teamsā dropdown list and confirm by clicking āShareā.
This action populates the āShared teamsā property on the contact record, enabling team-wide access.
This feature makes it easy to manage contact visibility across accounts, ensuring that important client information reaches the right people without data duplication.
Primary Phone Number Property
Located under "Property mapping" section, 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.
Custom Channel API
Custom Channel API allows Salesmsg to integrate directly into HubSpotās Inbox and Help Desk.
This means you can now use SMS as a communication channel to manage messages with Contacts through Help Desk tickets or within the HubSpot Inboxāoffering a more seamless, native experience compared to the Salesmsg widget.
For more details, refer to HubSpot's documentation on these features.
Seamless Ticket Management: Users can send and receive SMS directly within HubSpot Help Desk tickets, streamlining customer support and reducing the need to switch between platforms.
Integrated Inbox Experience: Manage SMS conversations alongside emails in the HubSpot Inbox, creating a unified view of customer communications for improved efficiency and organization.
HubSpot Custom Fields
You can now map up to five custom fields from HubSpot to Salesmsg when using the Create or Update Contact action. This enhancement allows you to push contact data directly from HubSpot into Salesmsg fields, making your workflows more efficient and reducing the need for manual updates.
This feature complements the existing Custom Property Sync in your integration settings, which pushes data from Salesmsg to HubSpot. Together, these features enable seamless two-way data synchronization between platforms.
To set up custom field mapping, scroll to the Custom Field Mapping section within the action. For each pair, simply select a HubSpot field (the source), and then a corresponding Salesmsg field (the destination). You can define up to five such mappings. If a Salesmsg field is not selected for a given HubSpot field, that mapping will be ignored.
Supported field types include:
Date (e.g.,
mm/dd/yyyy)URL (e.g.,
https://orhttp://)Number (e.g.,
5)Text (any string)
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.
Disconnecting and Uninstalling Salesmsg from HubSpot
If you need to disconnect or uninstall Salesmsg from HubSpot, follow the steps below to ensure a smooth process.
How to Disconnect Salesmsg from HubSpot
Navigate to Salesmsg and go to Settings > App Marketplace.
Locate the HubSpot integration.
Click Disconnect to unlink your HubSpot account from Salesmsg.
Confirm the disconnection when prompted.
After disconnecting, Salesmsg will no longer sync contacts, messages, or activities with your HubSpot account.
How to Uninstall the Salesmsg App from HubSpot
If you want to completely remove Salesmsg from your HubSpot account, follow these steps:
Log in to your HubSpot account.
Navigate to Data Management > Integrations.
Click Actions on the app you want to disconnect, then click Uninstall.
In the dialog box, type āuninstallā in the text field and click Uninstall.
For additional details, refer to this HubSpot Knowledge Base article.
Impact of Disconnecting or Uninstalling Salesmsg from HubSpot
Loss of Syncing: After disconnecting or uninstalling, Salesmsg will no longer sync messages, call logs, or contact updates with HubSpot.
Existing Data: Any data previously synced (e.g., timeline events, notes, and contact records) will remain in HubSpot, but new data will no longer be updated.
Reconnection: If you decide to reconnect Salesmsg later, you will need to reauthorize the integration and configure your settings again.
If you experience any issues during the process, reach out to Salesmsg Supportfor assistance.
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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