Create your workflow

1. In HubSpot selection Automations > Workflows in the top navigation
2. Click the Create workflow button
3. Select a Contact-based workflow.  Click Next.
4. Select your preferred trigger. 
5. Click the "+" icon to add a new workflow action. 
6. Select the Sakari Send SMS action.  You'll find it in the choose an action menu under Connected apps:

Configure the Send SMS action

Send From Type

Use the Send From Type to tell Sakari in which Group on your Sakari account the phone number to use to send the SMS can be found.

There are two options:

• Group - select the Group option to choose the Group by name from the available pulldown
• Custom - select the Custom option to use a value to identify the Group 
  • A HubSpot token can be used to return the value, or the value can be entered manually
  • The value must match a Tag on the desired phone number Group in Sakari (see Create and manage Groups)

Message

The message you will send to the contacts enrolled in the workflow.  This can include: 

• Static text (e.g. Hello)
• HubSpot contact personalization tokens (e.g. First Name, Company, etc.)  These are added by clicking the Contact Token text in the top right of the field box.
• Emojis 👍
• Website Links (including Sakari shortened URLs)

Media (MMS messaging)

The Media field attaches images to your messages (creating MMS messages).  The image can be linked in two different ways: 

• Hardcoded URL - a hard-coded link to an image URL (e.g. https://sakari.io/wp-content/uploads/sakari-logo-350x100.png)
• HubSpot contact personalization tokens - the token of a property that contains a publicly available image URL