HubSpot
Send and receive SMS messages directly from your HubSpot account. Use workflows to trigger personalized messages automatically. Respond or reach out with individual messages to any contact. Track all messaging activity on the contact timeline.
Articles
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Set up the HubSpot SMS Integration
OverviewUsing the HubSpot integration with Sakari, you can send and receive SMS messages directly from your HubSpot account. You can automatically trigger per...
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Using HubSpot with Sakari
What would you like to do first? Essential configuration steps and an outline of the capabilities, features and benefits of using Sakari with HubSpot.Essentia...
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Integration Conversations Interface [1:1 Messaging]
Sakari has released a new integration pop-up messaging interface! This new interface design is aligned with the Sakari Dashboard experience, providing a clean...
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Testing messages from HubSpot - six steps for success
You've just connected Sakari to HubSpot and want to test if it works. Before beginning, please keep in mind that: An SMS created in HubSpot is handled in the ...
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Format HubSpot Contact telephone numbers for SMS
Contact telephone numbers in HubSpot intended for SMS should include the country code and no extra punctuation. This is the standard format used by SMS carrier...
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Configure a HubSpot user in Sakari
Enable Sakari messaging for HubSpot users by configuring their User log-in profile in Sakari. Sakari accounts allow unlimited user log-in profiles to be added...
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Add a HubSpot number to Sakari (US & CA only)
You can add a US and CA telephone number provided by HubSpot to Sakari through a process called Hosted Messaging.Your team can continue to use the number to se...
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Send an image message (MMS) from HubSpot
Overview You can add images to your messages in HubSpot and send them as an MMS. There are different ways of doing this, depending on whether you are sending a...
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HubSpot view of a Contact synced with Sakari
After setting up the Sakari integration with HubSpot, each Contact record will have a new Sakari module on the right sidebar. It should look like this:Sakari ...
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Send a 1:1 Text from HubSpot (Contact Card)
1:1 text messages can be sent directly from a HubSpot using the Sakari module/card. 1. In HubSpot, go to any contact/deal/ticket2. Click the Send SMS button on...
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Send a Text Message 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 t...
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Send a Text Message from a HubSpot Ticket
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...
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Inbound message notifications via HubSpot
You can configure a HubSpot Workflow to notify you of any inbound SMS messages received through Sakari. as an email from HubSpot as a HubSpot Task as a HubSpo...