How Can I Receive a HubSpot Email Notification When a Message is Received

Question

How can I automatically create an email triggered from HubSpot when a contacts responds to a text message? 

 

Answer

This can be accomplished using a HubSpot workflow.

 

hubspot-sms-email.png

 

Setup

1. Log in to your HubSpot account.

2. In the HubSpot top navigation go to Automation > Workflows.

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

4. Select: Contact-Based > Start from Scratch.  Click "Create Workflow" button.

5. Click the Set enrollment triggers button.

6. Select a workflow trigger of Contact Properties

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

Click the Apply Filter button. 

8. Click the Re-enrollment tab.  Make sure both boxes are checked on.

9. Click Save.

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

11. Now we will add the action to create a task notification. Click the "+" sign to add an action.

Select the Send internal email notification action. 

 

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12. Now we will define who will receive the email and what will be included in the email body. 

  • Who Will be Notified - Who will receive the email notification (multiple options can be selected):  
  • Email Subject - The subject line of your email. In our example we've automatically included the first and last name tokens. 
  • Email Body - The email body. In our example we've automatically included the first and last name tokens as well as the Message Received Body contact property, which includes the actual text from the contact. 

Click Save

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12. Give your workflow a name, turn it on and you're done.

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