Getting Started

  • Create a HubSpot SMS Template

    Overview Create SMS text messaging templates in HubSpot to quickly reply to your contacts.   Setup 1. In HubSpot, go to any contact record.  2. Click the Saka...

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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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  • 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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  • 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 a...

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  • Populate the HubSpot SMS Sent and Received Quantity Properties

    Overview When you link your Sakari account with HubSpot, Sakari will automatically create two new HubSpot properties:  SMS Sent Quantity SMS Received Quantity...

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  • Create Custom HubSpot Text Messaging Reports

    Question How can I create custom HubSpot dashboard reports that include text messaging information?  Answer Using HubSpot custom dashboard reports, you can ana...

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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...

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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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  • Disconnect the HubSpot Integration

    How to Disconnect your Sakari HubSpot Integration   1. In HubSpot, go to your Account Settings page   2. In the left navigation, go to Integrations > Apps 3....

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