Getting Started
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How to Display the HubSpot Sakari Widget on a Contact Record
1. In your HubSpot contact record view, navigate to "Customize record" 2. Once there click into the view you would like to edit, for most this will be the def...
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No "Send SMS" Button in HubSpot
Overview 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 thi...
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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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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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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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Add SMS to your HubSpot Conversations Inbox
Today, HubSpot doesn't allow app partners to link to the Conversations Inbox, but we can add SMS through an email flow. This is accomplished by triggering a...
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Add the Opt In and Opt Out Contact Properties in HubSpot
You are now able to add contact properies for Opt-Ins and Opt-Outs in your HubSpot CRM. 1) Go to any contact under Contacts. In the left pane with all contac...
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Set Up a SMS Opt Out Flag in HubSpot
Add your contacts Opt-In and Opt-Out dates to your HubSpot account automatically. After connecting your Sakari account with HubSpot two new contact attribute f...
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Populate the HubSpot Total SMS Sent and Received Properties
Overview When you link your Sakari account with HubSpot, Sakari will automatically create two new HubSpot properties: SMS Received Quantity SMS Sent 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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Set Up HubSpot Auto-Responders
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....