How to Send a Text Message from a HubSpot Ticket
Setup
1. In HubSpot, go to any ticket.
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 ticket 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)