Have you ever wanted to start a Workflow when someone texts in a specific keyword or calls your Salesmsg phone number?
Well, now you can with Salesmsg's NEW HubSpot Workflow integration with Enrollment Triggers!
How it Works
With HubSpot Workflows, you can automatically enroll contacts into your Workflows based on certain actions that happen on Salesmsg!
When you click the button Set enrollment triggers button you'll see in the Trigger workflows when section the following Salesmsg triggers...
Salesmsg: Contact Created
Salesmsg: Message Received
Salesmsg: Message Sent
Salesmsg: Phone Call Received
You have the option to set any condition using these new filters!
Here's a few examples...
Capture leads from SMS using Text-to-Join Keywords
Trigger workflows when someone calls your personal or shared Salesmsg number
Text to Join Keywords
In this example, we want to enroll people in our Workflow when they text the word Salesmsg to your phone number (561) 771-5917.
"Text Salesmsg to (561) 771-5917"
Step 1: Select the "Salesmsg: Message Received" Option
After you click the Set enrollment triggers, then select the option Salesmsg: Message Received
Step 2: Select "Message Body"
This is the text message option that looks for the actual text message people send over to your Salesmsg number.
Step 3: Select "Starts With Any of" Option
Enter in the Keyword you want people to reply in. We suggest you choose a word that's specific to a campaign. For example, it could be something like... Inbound2020.
Step 3: Select the Condition AND
Step 4: Select "Salesmsg Number"
Step 5: Select "is Equal to Any of"
And enter in the Salesmsg Phone Number where you want people to text into.
Step 6: Save Your Trigger
Apply your filter, save your trigger, and you're done!
Step 7: Update the Re-Enrollment Settings
Edit the re-enrollment settings to select the Message Body so people can text it in and get re-enrolled multiple times.
Now contacts can enter this workflow and receive the message associated with the Salesmsg message would be to send your Salesmsg number a message that starts with the word "Salesmsg".
Frequently Asked Questions
What phone numbers can I send from in a HubSpot Workflow?
From your Workflow using the Salesmsg: Send SMS action, you can send a text from...
Your personal Salesmsg phone number
A members phone number
A shared inbox phone number
The shared Short Code 79000 (used for bulk texting)
Can I send pictures, gifs, and vcards from HubSpot Workflows?
Yes, you can! When creating your Salesmsg SMS you'll see a field called Media URL (.gif, .png, .jpg, .vcard) and this is where you'll insert the FULL URL of where that file is located.
Need Help? ✋🏻
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