So you want to send text messages from the Hubspot Owner?
In this tutorial, we'll show you how to create and send text messages so they come from the Hubspot owner's Salesmsg phone number. Using Salesmsg Triggers, you can send a text message based on the HubSpot contact owner.
Here's how it works...
If Jim is the HubSpot contact owner, then send the text message coming from Jim's Salesmsg phone number.
Or if Julie is the HubSpot contact owner, then send the text coming from Julie's Salesmsg phone number.
Using the Workflow Extension (NEW Method)
Using Triggers (Old Method)
Map Your HubSpot Users to Salesmsg Users
As the admin, after you've integrated HubSpot, you'll need to map your HubSpot users to your Salesmsg users. We need to this know which HubSpot user is assigned to the Salesmsg phone number for which we can send the text messages from.
- Go to your Salesmsg HubSpot settings
- Map your HubSpot users (left) with the Salesmsg users (right)