Populate the SMS Sent Quantity and SMS Received SMS Quantity properties in HubSpot

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

  • SMS Sent Quantity
  • SMS Received Quantity

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

Set up the Workflow

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

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

2. Click the Create Workflow button in the top right. Select Start from Scratch.

3. Click the Met filter criteria button.

4. Choose Contact as the type of record that can enroll.

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 Next button. 

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

8. Click "Save and continue"

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 value. 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. 

 

 

 

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

 

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