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Linking your contacts

Linking your Salesmsg contacts to Hubspot is quick, easy, and it can be done through your dashboard on the contact's record. Link your contacts so you can quickly view the contact and text history in your CRM with one click.  

One the contact record, click on Link Contact to locate the contact in your CRM. Select the appropriate contact, and you're linked! 

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 can I use merge fields with my messages?
How to Use Merge Fields & Fallbacks Within Messages

What if my merge fields are not populating the data from my contacts?
If you're using merge fields for your Canned Messages or Triggers and you don't see the proper data being pulled into your text, it could be that there were changes made to the contact within your integration. To update your contact in Salesmsg so that the correct data is pulled into your message, verify that you are successfully integrated, and then un-link and re-link the contact. 

Which integrations are available within Salesmsg?
We currently integrate with apps like Hubspot, ActiveCampaign, Infusionsoft, Pipedrive, Marketo. We use Zapier to fill in the gaps. 

To reach our support team, please email [email protected].

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