How it Works
Salesmsg gives you the ability to see your text message activity on the Contact and Deal Timeline for you to see the history of messages sent and received.
The activities are automatically created for messages that are sent and received from your Salesmsg phone numbers.
Contact Activity Timeline
From any contact record, click on Filter activity and under Integrations section click the checkbox next to Salesmsg to turn it on.
Deal Activity Timeline
From any deal record, click on Filter activity and under Integrations section click the checkbox next to Salesmsg to turn it on.
How to Update Your Salesmsg Timeline Event Settings
Within your settings, you have the option to select when and how you want your activities to display.
Step 1: Go To the Salesmsg HubSpot Settings Page
Step 2: Select Your Timeline Event Option
Salesmsg gives you two options on when to create activities on your contact and deal records.
Event Per Message
This will create a new unique timeline activity for every sent and received SMS message. This is great for testing, but not recommended as it will quickly fill your timeline with lots of text messages.
Daily Conversation Recap
This will create one timeline event per day and will show the full conversation of sent and received text messages on your timeline.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].