How it Works
Triggers are your text messages that you want to send to your contacts. You will be creating your text messages as Triggers and using Webhooks to insert them into your HubSpot Workflow.
Step 1: Create Your Salesmsg Trigger
To start, head over to Triggers and click New Trigger.
The name of the trigger. (internal)
This is the field where you are storing the contact's phone number.
Select which number you want to send the text message coming from. you can select the Salesmsg member, a Team Inbox, or send based on the HubSpot Contact Owner.
Salesmsg internal tags that are applied on the contact when this trigger is sent.
You can insert images (MMS), emojis, as well as HubSpot custom properties in the text to personalize your message.
Step 2: Copy Your Webhook
After you've created your Trigger, click on the icon to copy your webhook URL.
Example Trigger URL
How To Add Your Trigger to Your Workflow
Now that you've created your Salesmsg Trigger and copied your Trigger webhook URL, let's hop over to your HubSpot account to add this to your Workflow.
Insert Your Webhook In Your Workflow
From your HubSpot Workflow, add a Webhook and insert your Salesmsg Trigger URL.
NOTE: Webhooks are only available on HubSpot Enterprise plans.
Testing Your Workflow
Now that we set up your Workflow, you'll want to test it to ensure that it's all set up correctly.
Step 1: Enable "Re-Enrollment"
For testing purposes, you may want to Change re-enrollment options so that you can add yourself multiple times to the Workflow.
Select Enrollment Triggers and click the Change re-enrollment options link to Allow contacts to re-enroll.
Step 2: Test The Workflow
Now click the TEST button on the far right and add yourself or another contact to test the Workflow and the text message.
How do I see if texts are going out?
Look at the HubSpot History and see if the Webhook was successfully executed.
Next, search for the contact in Salesmsg and pull up a conversation. In the top right of Salesmsg, search for the contact and select it. If it was successful, it will pull up the contact and the conversation.
Frequently Asked Questions
Can I set up triggers as still send as Contact Owner?
Yes, send as contact owner is possible when setting up a Trigger.
I forgot the name of my Trigger how can I identify it?
You can search Triggers with the URL in the Triggers page search bar in Salesmsg.
What timezone are my messages sent and received in?
Your timezone is dictated by the timezone you selected in your Personal settings. If you've never configured this, the default is the timezone that your web browser is set to.
Need Help? ✋🏻
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