Automatically Send a 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 will automatically trigger a text message template response when a HubSpot contact form is completed. 

Overview

Step 1

Log in to your HubSpot account

Step 2

Go to Automation > Workflows

 

 

Step 3

Click the Create Workflow button in the top right. 

 

 

Step 4

Select Contact-Based > Start from Scratch.  Click the Create Workflow button.

 

 

Step 5

Click the Set enrollment triggers button.

 

 

Step 6

Select the Form Submission trigger criteria option.

 

 

Step 7

Select your form name from the Contact has filled out form pulldown. 

Click Done.

 

 

Step 8

Click the Change re-enrollment options linked text

Step 9

Select both checkboxes.   This will allow contacts to be re-enrolled whenever they fill out a new form.  For example, a contact may have completed a contact form before, you still want them to receive the message "We'll be in touch with you shortly."

Click Done.

Click Save to complete the trigger.

 

 

 

Step 10

You now should have a workflow that looks like this.  Your enrollment trigger of the website form is completed, now you need to add an action. 

Click the orange "+" sign to add an action.

 

 

 

Step 11

Choose your action trigger.  In this example scroll all the way to the bottom and select Send SMS.

 

 

Step 12

Now we'll create our message.  We need to populate the phone number the text message will be sent to as well as the message that will be sent. 

  • Phone Number - this will either be the "Phone Number" field or the "Mobile Phone Number" field depending on what field you've included in your contact form. Click the "Contact token" link to select your preferred field. 
  • Message - this can either be hardcoded (e.g. "Thanks for completing the form...") or you can include known contact variable, like names.  To add variables click the "Contact token" link. 

Click Save.

 

Step 13

Now we need to give our workflow a name. Click the pencil icon to the right of the name (in the black band). 

 

Step 14

Now we'll turn on our workflow by clicking the Review button in the top right.

 

Step 15

Review all of the settings and click the Turn on button in the top right when you're ready.

Step 16

You're done. Your new workflow is now live!