Set Up HubSpot Auto-Responders

Overview

You can create a HubSpot workflow to automatically respond to your contact when a trigger keyword is sent to your dedicated number.

ar-1.png

Preliminary steps

NOTE: before setting this up, please make sure that the Sakari HubSpot Integration Event Notifications setting has been set to either 'Timeline events & message info properties' or 'Inbound message info properties only' and you've received at least one text message.
 
NOTE: This feature requires a dedicated phone number in your Sakari account.  Please get in touch with us to set that up.
 

Setup

1. In your HubSpot account, navigate to Automation > Workflows

2. Click Create workflow

3. Select a Contact-based with a type of Start from scratch.  

4. Click Set enrollment triggers

ar-2.png

 

5. Select the Contact Properties filter type.  Search for the word "message" and select Message Received Body.

ar-3.png

 

6. Now, we will define what our trigger keyword is. 

In our example, we want the keyword to be exactly the word "Pizza", so we will select is equal to any of and enter the word "Pizza" (no quotes) and click enter.

Now click the Apply filter button.

ar-4.png

 

Note: This step is optional, but we will now turn re-enrollment on.  Re-enrollment will allow a contact to be re-enrolled in your workflow, allowing it to run multiple times for the same contact.

7. We will now turn re-enrollment on by clicking the Re-enrollment tab and selecting the two checkboxes.

Click Save.

 

ar-5.png

8. Now, we'll configure the message received when the trigger keyword is sent.

Click the orange "+" icon to Add an action.

 

ar-6.png

 

 

9. Click the Sakari Send SMS integration extension.

ar-7.png

 

10. Now, we will set up the message that is sent. 

  • Phone Number - typically, you'll use the contact tokens to enter the mobile number or phone number here
  • Message - the message you want to send
  • Messaging Type - select transactional or marketing.
  • Run As - this is only used when you have multiple dedicated phone numbers.  Learn more about the Run As field.

When you're done, click Save. 

ar-8.png

 

11. Name your workflow by clicking the pencil icon to the right at the top.

The HubSpot auto-responder workflow has now been set up. 

 

ar-9.png

 

12. Click Review in the top right to turn your workflow on, and you're done!