How to Send Text Messages from a HubSpot Deal Record

How to Send Text Messages from a HubSpot Deal Record

Setup

1. In HubSpot, go to any deal record. 

2. Click the Sakari "Action" or  "Send SMS" button to open the Sakari text messaging interface.

Pro Tip: If you have two or more contacts on the deal record with phone numbers, you will see the action button which will allow you to select which contact you want to send a text message to. If you have just a single contact you will see the "Send SMS" button.

3. Type your desired message (or use a HubSpot messaging template) in the Message field box.  This template can include static text, HubSpot tokens, links and emojis.

Acceptable fields: 

  • Static text 
  • HubSpot contact tokens - add HubSpot contact tokens using the internal field name with three opening and closing curly brackets (a.k.a. "squiggly") "{" like this: {{{firstname}}}
  • Emojis - paste your emojis 😀
  • Website Links - add website links (e.g. https://sakari.io, sakari.io, www.sakari.io)

 

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