Salesmsg

Transform your Integration and your understanding of all the properties we have within HubSpot.

Salesmsg Properties Shown in HubSpot

Streamline Your Communication with Enhanced Features

Widget 2.0

Seamlessly integrate Salesmsg AI agent into your HubSpot workflows to automate and personalize customer interactions at scale.

Enroll into Salesmsg AI Agent with HubSpot Workflows

You can now enroll contacts into your Salesmsg Campaigns without ever leaving HubSpot.

Enroll Contacts into Salesmsg Campaigns from HubSpot Workflows

Turn on the new Salesmsg App Cards in HubSpot to text, see recent messages and engage contacts from any record.

HubSpot App Cards: Text & Engage Contacts with Salesmsg

Aaron Sundukovskiy

Operations Manager

Yana Sych

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

A troubleshooting checklist for setting up your HubSpot calendar so the AI Booking Agent can check availability and book meetings correctly.

HubSpot Calendar Setup Checklist for the AI Booking Agent

Chris Brisson

David Stupek

Getting Started

Import and sync HubSpot contact lists to easily message your contacts in Salesmsg.

Import & Sync HubSpot Lists

Easily reply to text messages from your HubSpot Conversations inbox.

How to Add SMS to HubSpot Conversations Inbox

Salesmsg for Franchises Using HubSpot

Tawheed Altowaitee

🥳 NEW!

Easily create and send personalized text messages from HubSpot Workflows

Automate Texts and Voice Messages from HubSpot Workflows

Learn how to add contacts to Salesmsg from HubSpot Workflows

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 Workflow Opt-in / Opt-out Action

HubSpot Workflow Send SMS Action for Custom Objects

Get complete transparency into your HubSpot SMS campaigns with Salesmsg

HubSpot Workflows Statistics dashboard

Creating Multiple SMS Subscription Lists with Unique Keywords

Automate Smarter: Seamless AI Engagement Inside Your HubSpot Workflows.

New! Enroll Contacts With AI Agent From HubSpot Workflow

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

Seamless calling from HubSpot with your Salesmsg 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

Get native SMS support in your HubSpot Inbox and Help Desk

Text From HubSpot Inbox & Help Desk With Custom Channels

Joshua Smith

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 and Calls 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/ MMS Text Message Workflow Action

Frequently Asked Questions

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.