Further configuration
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Using conditional filters to show or hide Sakari integration card
If you are using the HubSpot integration the Sakari contact page widget is used for 1 to 1 messaging. You can hide or show the Sakari SMS widget on the contact...
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Allocate a Sender in Sakari to an individual HubSpot team member
Log in to Sakari Create a Group (see Create and manage Groups) Add the relevant Sender to the Group Add the relevant HubSpot user's Sakari User profile to th...
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HubSpot Contact properties created by Sakari
Sakari creates new contact properties in HubSpot when the integration is connected. Inbound message properties '(Message Received') When Inbound message info p...
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Make Sakari SMS events visible in the HubSpot Contact activity timeline
Only supported if 'Timeline events & message info properties' is selected in Event Notifications in the HubSpot integration settings in Sakari. Navigate to an...
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Event Notifications (HubSpot Integration)
Overview The HubSpot Integration panel features a setting called Event Notifications. What does the "Event Notifications" setting do? Timeline events & mes...
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Create a HubSpot SMS Template
Overview Create SMS text messaging templates in HubSpot to quickly reply to your contacts. Note: SMS templates created in HubSpot cannot be used in messages...
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Delete a HubSpot SMS Template
How to delete a HubSpot SMS template. Steps 1. In HubSpot, go to any contact record. 2. Click the Sakari "Send SMS" button to open the Sakari text messa...
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HubSpot Contact Opted In and Opted Out Date properties
Opted In and Opted Out dates are updated to your HubSpot account automatically.After connecting your Sakari account with HubSpot, two new contact properties ar...
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Add the Opted In and Opted Out Properties to the HubSpot Contact view
Add the date properties for opt-ins and opt-outs to your HubSpot Contacts. For more information on these properties, please see HubSpot Contact Opted In and Op...
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Populate the SMS Sent Quantity and SMS Received SMS Quantity properties in HubSpot
When you link your Sakari account with HubSpot, Sakari will automatically create two new HubSpot properties: SMS Sent QuantitySMS Received QuantityBy default, ...
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Create custom text messaging reports in HubSpot
Create custom HubSpot dashboard reports based on your text messaging activity, using the custom HubSpot contact properties created by the Sakari integration.Th...
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Update the HubSpot Inbox Permissions
Overview This article explains how to update the authorization permissions (scopes) for Sakari's HubSpot integration. Expanding or modifying these scopes allow...
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Connect your HubSpot Inbox to Sakari
Using the Sakari integration, you can send and receive your Sakari text messages natively in the HubSpot inbox. The HubSpot inbox conversation will show inbo...
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Enable mapping between multiple Sakari and HubSpot inboxes in HubSpot
Overview Route inbound messages to specific HubSpot inboxes via Sakari inboxes. Each HubSpot account has a single Conversations inbox that can be mapped to a ...