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HubSpot Integration
HubSpot Integration
Integrate HubSpot with Salesmsg
26 articles in this collection
Written by
Chris Brisson,
David Stupek,
and
Tawheed Altowaitee
Getting Started
Integrating with HubSpot
This will guide one on how to integrate your HubSpot account with your Salesmsg account
Written by
David Stupek
Updated this week
Two-way texting from HubSpot CRM
Learn how to send & receive text messages to your contacts from the HubSpot CRM using our Salesmsg widget.
Written by
Chris Brisson
Updated over a week ago
š„³ NEW!
NEW! Import & Sync HubSpot Lists
Written by
Tawheed Altowaitee
Updated over a week ago
NEW! How to Add SMS to HubSpot Conversations Inbox (BETA)
Easily reply to text messages from your HubSpot Conversations inbox.
Written by
Chris Brisson
Updated over a week ago
HubSpot Workflows
NEW! Automate Texts from HubSpot Workflows
Easily create and send personalized text messages from HubSpot Workflows
Written by
David Stupek
Updated over a week ago
NEW! How to Create / Update Contacts from HubSpot Workflows
Learn how to add contacts to Salesmsg from HubSpot Workflows
Written by
Chris Brisson
Updated over a week ago
How to Trigger HubSpot Workflows with Calls & SMS
Set up HubSpot Workflows with powerful enrollment triggers, including keywords, and more
Written by
David Stupek
Updated over a week ago
Automate SMS from Hubspot Workflows (via Webhooks)
Learn how to create and send text messages using Salesmsg Triggers (webhooks) from HubSpot Workflows.
Written by
Chris Brisson
Updated over a week ago
Send texts from the Contact Owner from HubSpot Workflows
Send text messages from your HubSpot Workflows as the Contact Owner.
Written by
Chris Brisson
Updated over a week ago
How to Insert Contact Token Merge Fields in HubSpot Workflows
This will allow you to personalize your message templates by inserting any Contact Token as a Merge Field in HubSpot Workflows!
Written by
David Stupek
Updated over a week ago
HubSpot Workflows FAQs & Troubleshooting
Top Questions/ FAQs and Troubleshooting regarding HubSpot Workflows
Written by
Chris Brisson
Updated over a week ago
Workflow Examples
HubSpot Automated Meeting Confirmations & Reminders
When a contact books a meeting with you, let Salesmsg & HubSpot handle the rest.
Written by
David Stupek
Updated over a week ago
How To Create a HubSpot In-App Notification When an SMS is Received
Written by
Chris Brisson
Updated over a week ago
How to Send a Mass SMS to a HubSpot List from Workflows
Learn how to send a mass text to an existing HubSpot List
Written by
Chris Brisson
Updated over a week ago
How to Send an NPS Survey with HubSpot Workflows
Collect NPS scores from SMS text messages and HubSpot Workflows
Written by
Chris Brisson
Updated over a week ago
How to Schedule a Mass SMS to a HubSpot List from Workflows
Learn how to schedule a mass text to your HubSpot list from Workflows
Written by
Chris Brisson
Updated over a week ago
HubSpot Tickets
How to Send Texts from HubSpot Tickets
All the powerful Salesmsg features are now available for HubSpot Tickets
Written by
Tawheed Altowaitee
Updated over a week ago
HubSpot Reporting
Create Custom HubSpot Reports
Visualize who is texting by HubSpot Contact Owner
Written by
David Stupek
Updated over a week ago
HubSpot Calling
Calling from HubSpot
Make calls from HubSpot CRM using your Salesmsg phone number
Written by
Chris Brisson
Updated over a week ago
Advanced Features
How to Link Your Contacts with HubSpot
This will show you how to link your Salesmsg contacts with their correlating HubSpot record.
Written by
David Stupek
Updated over a week ago
Use the HubSpot Mobile Keyboard for Salesmsg
Learn how to use the new HubSpot Mobile Keyboard to insert HubSpot Snippets, document links, meeting links, on the go.
Written by
Chris Brisson
Updated over a week ago
How to Create/Update Contacts from HubSpot Workflows (via Webhooks)
Import your HubSpot Contacts to Salesmsg using a Webhook Workflow
Written by
David Stupek
Updated over a week ago
Assign Inbox conversations based on the HubSpot Contact Owner
Automatically assign conversations based on the HubSpot contact owner
Written by
David Stupek
Updated this week
Frequently Asked Questions
How to View Salesmsg Messages in the HubSpot Timeline
This will show how to make all Salesmsg messages appear in the Contact Activity and the Deal Activity timelines in HubSpot.
Written by
Chris Brisson
Updated over a week ago
HubSpot Lists with Salesmsg Properties
Written by
David Stupek
Updated over a week ago
Send As: Error Getting Options in HubSpot Send SMS Workflow Action
What to do if you get āError getting optionsā under the Send As field in the Salesmsg: Send SMS, HubSpot workflow action.
Written by
David Stupek
Updated over a week ago