Salesmsg gives you a way to easily link and sync your Salesmsg contacts to a HubSpot contact. When the contacts are linked then this will automatically create activities on your Contact and Deal record.
How to Link
From the contact record, click on Link Contact to locate the contact in HubSpot. Select HubSpot and search for the contact to link and sync them together.
View Contact or Un-link Contact
Please keep in mind that if you make changes to the contact in your CRM, the updates won't automatically sync to Salesmsg. You will need to re-link the contact to update your contact record with any recent changes.
Frequently Asked Questions
How to view Salesmsg messages in HubSpot?
You can review messages from the Linked contact's HubSpot record page. You will have to make sure that the Salesmsg filter is enabled.
How to send automatic messages in HubSpot?
Salesmsg has actions within HubSpot workflows that can be customized to create some very unique workflows. The possibilities are endless.
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