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

Aaron Sundukovskiy

Operations Manager

Chris Brisson

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

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

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Find answers and get help from Intercom Support and Community Experts

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