We're excited to announce that Salesmsg has a new HubSpot integration with Workflows! This new integration will allow you to add text messaging straight from your HubSpot Workflows. (No webhooks needed!)
Our integration gives you two ways to send texts from HubSpot Workflows.
- Send a text by selecting the Salesmsg member or shared inbox
- Send a text based on the HubSpot Contact Owner (user property)
Step 1: Start Your 14-Day Trial
First, you'll need to create a Salesmsg account to integrate into HubSpot.
Step 2: Integrate Your HubSpot Account
Head over to the Settings > Integrations page and connect your HubSpot account.
Step 3: Create Your Workflow & SMS Text Message
METHOD #1: Send SMS Text Message
This option will give you a way to send a text by selecting the Salesmsg phone number, member, or shared inbox.
METHOD 2: Send SMS as HubSpot Contact Owner
To send the text message from the HubSpot Contact Owner, you will use this 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 as coming from.
- Go to your Salesmsg HubSpot settings
- Map your HubSpot users (left) with the Salesmsg users (right)
Because this is a new integration from HubSpot, they are not giving apps like Salesmsg the ability to extend into other Workflow types aside from Contact-based at this time.
- ✅= Contact Based
- 🚫= Company Based
- 🚫= Deal Based
- 🚫= Ticket Based
You can still send text messages from these Workflow types using Webhooks and Salesmsg Triggers.