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.
Contact Sharing
This feature enables seamless contact sharing between HubSpot and Salesmsg, ensuring that shared contacts and user permissions stay in sync across both platforms.
When contacts are shared in HubSpot, Salesmsg will respect the same sharing permissions, allowing for consistent access and visibility for users and teams.
This feature provides a consistent and seamless experience when searching for a contact providing both contacts from Salesmsg and HubSpot.
By synchronizing permissions and shared access, team members can rely on accurate, up-to-date information on shared contacts, enhancing team collaboration and reducing manual adjustments.
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.
Need Help? ✋🏻
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