How to Send a Text Message from a HubSpot Deal Workflow

When adding a Sakari Send SMS action to a HubSpot deal workflow a text message will be sent to all contacts associated with a deal record. 

 

Setup

1. In HubSpot selection Automations > Workflows in the top navigation

 

2. Click the Create workflow button

 

3. Select a Deal-based workflow.  Click Next.

 

4. Select your preferred trigger. 

 

5. Click the "+" icon to add a new workflow action.  Select the Sakari Send SMS action.

 

6. Configure the Send SMS action.

 

hubspot_deal_workflow_text_message.png

Send From and Send From Type

These fields define which phone number your text message will be sent from. 

There are three available options:

  • Default - Available when no phone number groups exists on your account. Your message will send from either a shared pool phone number or your dedicated phone number if one is configured on your account.
  • Group - Select from an available phone number group
  • Custom - Hardcode a phone number tag. This is not normally used. You can hardcode a phone number, this is primarily used during testing,

Add opt-out suffix?

  • Yes - An opt-out suffix is added to your message body.  This is typically similar to "Msg&data rates may apply. Reply HELP for help, STOP to cancel."
  • No - Nothing is added to your message.

Message

This is the message you will send to your contact. This text can include: 

  • Static text (e.g. Hello)
  • HubSpot deal tokens (e.g. Deal name, Company, etc.)  These are added by clicking the Deal Token text above the field box.
  • Emojis 👍
  • Website Links

Media URL

The media field is used to send text messages with an image (MMS messages).  The image can be linked in two different ways: 

 

Note: MMS messaging is only supported in the United States and Canada today
Requirements: Supported image formats are: .jpg, .png, gif.  The recommended image file size is no more than 500kb (up to 600kb for US/CA local phone numbers).

 

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