Workflows
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Understand the HubSpot 'Send SMS' Workflow Action Options
Overview You must add the Sakari' Send SMS' action to send an SMS via Sakari as part of a HubSpot workflow. You'll find this action in the choose an action me...
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HubSpot Run As Workflow Field
Overview Sakari uses the HubSpot Run As workflow field value to determine which phone number it uses to send the SMS for your workflow. The Run As field must ...
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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 HubS...
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Using a HubSpot Deal Based Workflow to Update a Contact Property
The following process can be used on both HubSpot deal-based and ticket-based workflows. In some cases it's helpful to be able to update a HubSpot contract pro...
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How to set up a workflow for a HubSpot ticket response
1. Open your HubSpot account settings and select "Service" and "Tickets" 2. Scroll to the bottom of the window and find the table "Trigger actions when a ti...
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How to Send Automated HubSpot SMS Appointment Reminders
How to Send Automated HubSpot SMS Appointment Reminders HubSpot doesn't make it easy to automate text messaging reminders, but it can be done. In this articl...
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How to Set Up a HubSpot NPS SMS Campaign
Note: This features requires a dedicated phone number in your Sakari account. Please contact the Sakari team to set this up. Net Promoter Score collection wo...
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How to Create a HubSpot Task When a Text Message is Received
Question How can I automatically create a new HubSpot task when a contacts responds to a text message? Answer This can be accomplished using a HubSpot workf...
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How To Trigger an Automatic Text Message Response When a Form is Submitted
How to automatically trigger a text message when a HubSpot form is completed. In this support article we'll walk through how to create a HubSpot workflow that ...
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Send Scheduled Bulk SMS from a HubSpot List
Overview How to send personalized text messages to members of a HubSpot active or static Lists This article will not cover the creation of a List in HubSpot. ...
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How to Add HubSpot Additional Contact Owner Attributes (JSON)
The Sakari HubSpot additional contact owner attributes allow you to inject additional owner attributes as token in your message templates. What are HubSpot ...
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How To Identify Landline Phone Numbers in HubSpot
How to flag landline phone numbers in HubSpot. NOTE:This workflow requires the use of the phone number verification add-on feature from Sakari. This can be tur...
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HubSpot Workflow Troubleshooting Requirements
When requesting the help of the Sakari team to troubleshoot a HubSpot workflow that is not sending a text message, please provide the following by creating a t...