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Updating Contacts

With this Workflow Action, you'll be able to Create and Update contacts from your HubSpot Workflows.

From your HubSpot Workflow, select the Action Salesmsg: Create or Update Contact and simply insert the following fields.

This action will create a New contact on Salesmsg and if the contact already exists, then it will update the contact with the First name, Last name, and Email address.

Add tags and custom fields

The same action can also add Salesmsg tags to the contact and copy up to five HubSpot properties into Salesmsg custom fields:

Tags: choose one or more Salesmsg tags to add to the contact.
Custom fields: enter a HubSpot property, then choose the Salesmsg custom field it should fill. The next pair appears after you fill in the previous one.

Update a Contact's Opt-in Status

Use the Update Opt-in Status action to opt contacts in or out of receiving messages from Salesmsg, straight from a contact-based workflow.

Create a new workflow, or open the one you want to edit.
Add enrollment triggers for the contacts whose opt-in status you want to change.
Add the Salesmsg Update Opt-in Status action.
Choose whether to opt the contacts in or out.
Save the action and turn on the workflow.

Good to know:

By default, every contact in Salesmsg is opted in.
An opted-out contact doesn't receive any messages from your Salesmsg account, including messages sent from HubSpot workflows or any other connected integration.
The action can't opt a contact back in if they opted out by replying STOP. The contact needs to reply START to receive messages again.

Alternative: Inbound Webhook URL

If your HubSpot plan includes the Send a webhook workflow action, you can also create or update Salesmsg contacts by sending them to your Salesmsg webhook URL. Each contact is created in Salesmsg (or updated if a contact with that phone number already exists) with their name, email and phone number, and linked to their HubSpot record.

In Salesmsg, go to Settings > Integrations. Next to HubSpot, click the three dots, then click View Webhook.
In the pop-up, select the HubSpot property that holds your contacts' phone numbers, then copy the webhook URL.
In your HubSpot workflow, add the Send a webhook action, select POST, and paste the Salesmsg webhook URL.

Contacts without a valid phone number in the selected property are skipped.

Frequently Asked Questions

I'm getting an error when sending an MMS message?

{"status":"error","message":"Workflow Extension: invalid MMS url or file extension"}

If you're getting this error, the way to solve this is to check the Media URL you have inserted into your SMS text message. It should be a hosted .gif, .png, .vcard, .jpg and include the full URL like...

https://app.salesmessage.com/images/logo-sidebar.png

Why does my Salesmsg action always send from the admin and not the Contact Owner?

It's most likely that your HubSpot account is not mapped with your Salesmsg account.
The admin of the team will have to log into the HubSpot settings found in the Salesmsg dashboard and make sure that your accounts are mapped to each other.

What timezone are my messages sent and received in?
Your timezone is dictated by the timezone you selected in your Personal settings. If you've never configured this, the default is the timezone that your web browser is set to.

Can a workflow opt a contact back in after they replied STOP?

No. A contact who replied STOP has to reply START themselves. The Update Opt-in Status action leaves these contacts unchanged.

How to Create, Update and Manage Contacts from HubSpot Workflows