Populate the HubSpot Total SMS Sent and Received Properties


Overview

When you link your Sakari account with HubSpot, Sakari will automatically create two new HubSpot properties: 

  • SMS Received Quantity
  • SMS Sent Quantity

By default, the values are not populated; only the property is created.  A workflow is needed to populate these properties. 

Set up the Workflow

NOTE: This article walks through the SMS Received Quantity property setup. The same steps are used for the SMS Sent Quantity property by changing the triggering contact property and updating the contact property.

1. In HubSpot, in the top navigation, go to Automation > Workflows

2. Click the Create Workflow button in the top right. 

3. Select Contact-Based > Start from Scratch.  Click the "Create Workflow" button.

4. Click the Set enrollment triggers button.

5. Select a workflow trigger of Contact Properties

6. Select the contact property of Message Received ID as the trigger criteria with a value of is known.

Click the Apply Filter button. 

7. Click the "Re-enrollment" tab.  Make sure both boxes are checked.

8. Click "Save."

9. Now you've completed your trigger, and you can select your available actions.  Actions will be completed each time the triggering event occurs. 

10. Add an action of Increase or decrease property. Select the Contact property of SMS Received Quantity with a numeric value of 1.  

Once configured, each time a text message is received, the property of SMS Received Quantity will be increased by 1. 

 

Screen_Shot_2020-05-13_at_1.27.39_PM.png

 

 

11. Name your workflow, review it, and you're done. 

Screen_Shot_2020-05-13_at_1.27.48_PM.png

 

Was this article helpful?
4 out of 5 found this helpful