Send scheduled bulk SMS from a HubSpot lists

How to send personalized text messages to members of a HubSpot active or static lists

Step 1

Create your list. In your HubSpot account create a list of contacts that should receive your message.  This article will not cover the creation of a list in HubSpot.  For a reference on how to create a HubSpot list, please see this support article: https://knowledge.hubspot.com/lists/how-can-i-create-a-list-of-all-my-hubspot-contact

Step 2

In your HubSpot account, navigate to Automation > Workflows

Step 3

Click Create workflow

Step 4

Select a Contact-based with a type of Center on date.  Select the date that you would like to send your text message.

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Step 5

Click the Set enrollment triggers button

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Step 6

Select the List Memberships filter type

Step 7

Select your list name and click the Contact is a member of list option.  Apply the filter.


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Step 8

Click the orange icon to add a new action
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Step 9

Click the Sakari Send SMS integration extension

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Step 10

Configure your Sakari message. 

  • Phone Number - typically you'll use the contact tokens to enter the mobile number or phone number here
  • Message - the message you want to send
  • Messaging Type - select transactional or marketing.
  • Run As - this is only used when you have multiple dedicated phone number.  Learn more about the Run As field.

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Completed List Workflow

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Step 11

Give your workflow a name by clicking the pencil icon to the right at the top.

Step 12

Click Review in the top right to turn your workflow on and you're done!