Workflows
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How to Send a Message from a HubSpot workflow
Create your workflow In HubSpot selection Automations > Workflows in the top navigation Click the Create workflow button Select a Contact-based workflow. Cl...
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Understand the Run As field (Send SMS action: HubSpot Contact-based workflow)
The Run As field determines which phone number Sakari uses to send the SMS from your workflow by referencing the Group containing the phone number you wish to ...
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Send a Text Message from a HubSpot Deal Workflow
Send a text message to all contacts associated with a Deal. Create your workflow In HubSpot selection Automations > Workflows in the top navigation Click th...
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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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Trigger Notifications Using HubSpot workflow
Question How can I automatically create an email triggered from HubSpot when a contacts responds to a text message? Answer This can be accomplished using a ...
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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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Create an NPS SMS Campaign in HubSpot
Net Promoter Score collection works great when sent from text messages. Configuring this up in HubSpot is easy to do, and can be completely automated. In t...
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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...
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Configure SMS Auto-Responders in HubSpot
Overview You can create a HubSpot workflow to automatically respond to your contact when a trigger keyword is sent to your dedicated number. Preliminary steps...