Salesmsg

Chris Brisson

Tawheed Altowaitee

David Stupek

Integrate Salesmsg with the apps you use.

Integrations

Learn more about how to do more with the Salesmsg API.

The Salesmsg API

HubSpot

This will guide one on how to integrate your HubSpot account with your Salesmsg account

Integrating with HubSpot

Learn how to send & receive text messages to your contacts from the HubSpot CRM using our Salesmsg widget.

Two-way texting from HubSpot CRM

Getting Started

NEW! Import & Sync HubSpot Lists

Easily reply to text messages from your HubSpot Conversations inbox.

NEW! How to Add SMS to HubSpot Conversations Inbox (BETA)

Salesmsg for Franchises Using HubSpot

🥳 NEW!

Easily create and send personalized text messages from HubSpot Workflows

NEW! Automate Texts from HubSpot Workflows

Learn how to add contacts to Salesmsg from HubSpot Workflows

NEW! How to Create / Update Contacts from HubSpot Workflows

Set up HubSpot Workflows with powerful enrollment triggers, including keywords, and more

How to Trigger HubSpot Workflows with Calls & SMS

Learn how to create and send text messages using Salesmsg Triggers (webhooks) from HubSpot Workflows.

Automate SMS from Hubspot Workflows (via Webhooks)

Send text messages from your HubSpot Workflows as the Contact Owner.

Send texts from the Contact Owner from HubSpot Workflows

This will allow you to personalize your message templates by inserting any Contact Token as a Merge Field in HubSpot Workflows!

How to Insert Contact Token Merge Fields in HubSpot Workflows

Top Questions/ FAQs and Troubleshooting regarding HubSpot Workflows

HubSpot Workflows FAQs & Troubleshooting

HubSpot Workflows

When a contact books a meeting with you, let Salesmsg & HubSpot handle the rest.

HubSpot Automated Meeting Confirmations & Reminders

How To Create a HubSpot In-App Notification When an SMS is Received

Learn how to send a mass text to an existing HubSpot List

How to Send a Mass SMS to a HubSpot List from Workflows

Collect NPS scores from SMS text messages and HubSpot Workflows

How to Send an NPS Survey with HubSpot Workflows

Learn how to schedule a mass text to your HubSpot list from Workflows

How to Schedule a Mass SMS to a HubSpot List from Workflows

Workflow Examples

All the powerful Salesmsg features are now available for HubSpot Tickets

How to Send Texts from HubSpot Tickets

HubSpot Tickets

Visualize who is texting by HubSpot Contact Owner

Create Custom HubSpot Reports

HubSpot Reporting

Make calls from HubSpot CRM using your Salesmsg phone number

Calling from HubSpot

HubSpot Calling

This will show you how to link your Salesmsg contacts with their correlating HubSpot record.

How to Link Your Contacts with HubSpot

Learn how to use the new HubSpot Mobile Keyboard to insert HubSpot Snippets, document links, meeting links, on the go.

Use the HubSpot Mobile Keyboard for Salesmsg

Import your HubSpot Contacts to Salesmsg using a Webhook Workflow

How to Create/Update Contacts from HubSpot Workflows (via Webhooks)

Automatically assign conversations based on the HubSpot contact owner

Assign Inbox conversations based on the HubSpot Contact Owner

Advanced Features

This will show how to make all Salesmsg messages appear in the Contact Activity and the Deal Activity timelines in HubSpot.

How to View Salesmsg Messages in the HubSpot Timeline

HubSpot Lists with Salesmsg Properties

What to do if you get “Error getting options” under the Send As field in the Salesmsg: Send SMS, HubSpot workflow action.

Send As: Error Getting Options in HubSpot Send SMS Workflow Action

Frequently Asked Questions

Integrate your Slack workspace with Salesmsg

Integration for Slack

Slack

Integrate your ActiveCampaign account with Salesmsg

Integrating with ActiveCampaign

Learn how to add Salesmsg SMS to your Automations with ActiveCampaign CX Apps

NEW! Send texts from ActiveCampaign Automations (CX Apps)

Learn how to send personalized text messages from your ActiveCampaign Automations.

Send texts from ActiveCampaign Automations (via Webhooks)

Import and sync your ActiveCampaign contacts using a trigger webhook.

How to import ActiveCampaign contacts

Active Campaign x Salesmsg Drip Campaign

ActiveCampaign

Use your existing Aircall phone number with Salesmsg texting.

Integrating with Aircall

Aircall Numbers Not Ready to Be Assigned

Aircall

Integrating with Keap / Infusionsoft

Learn how to send texts from Infusionsoft campaigns.

Send texts from Keap / Infusionsoft Campaigns (via HTTP Post)

Send messages as the lead owner in Keap/Infusionsoft

Send texts as the Lead Owner from Keap / Infusionsoft Campaigns (via HTTP Post)

Learn how to import and create / update contacts from Campaigns.

How to create contacts with Keap / Infusionsoft (via HTTP Post)

Keap / Infusionsoft

Send texts from your Pipedrive CRM by integrating

Integrating with Pipedrive

How to send a text to a Pipedrive Contact

Create, find and link Pipedrive contacts with Salesmsg

Create or find a Pipedrive Contact in Salesmsg

Pipedrive

Integrate Marketo with Salesmsg to send texts to your leads.

Integrating with Marketo

Add text messages to your Marketo Smart Campaigns and Flows.

Send texts from Marketo Smart Campaigns & Flows

Marketo

Learn how to integrate Ontraport to send text messages.

Send texts from Ontraport

Ontraport

Connect Salesmsg with 4,000+ other apps! 🚀

Integrating with Zapier

Zapier

This functionality allows users to easily integrate Salesmsg with other applications and services and send data to a desired destination.