Automatically create a new HubSpot task when your contacts respond to your text message in HubSpot
Prior to sending text messages in HubSpot, please ensure you've completed all of the HubSpot integration steps outlined in this support article: Setting up integration between Sakari and HubSpot
Log in to your HubSpot account
Go to Automation > Workflows
Click the Create Workflow button in the top right.
Select: Contact-Based > Start from Scratch. Click "Create Workflow" button.
Click the "Set enrollment triggers" button.
Select the "SMS Received property" enrollment trigger type.
Select "Message ID" as the trigger criteria with a value of "is known."
Click the "Apply Filter" button.
Click the "Re-enrollment" tab. Make sure both boxes are checked on.
Now you've completed your trigger, and you can select your available actions. Actions will completed when the trigger event occurs.
Now we will add the action to create a task notification. Click the orange "Add an action" button.
There are numerous action options you can select from. Some of the popular ones are:
- Create a task
- Send an internal SMS
- Send an email
- Send notification
- Trigger a webhook
In this example, we're going to walk through the "Create a task" action.
Complete the following:
- Title - this will be the title of your created task
- Due date - when the task is due to be completed
- Email reminder - select if you want an email reminder to be sent to the task owner
- Notes - add additional notes to the task
- Assign Task to - select who owns the task
Click "Save" when complete.
Click the "pencil" icon to give your workflow a name.
Click the "Review" button in the top right.
Click the "Turn on" button in the top right.
Click "OK" to confirm your workflow is on.
You're done! Now, whenever a text message response is received, a new task will be created for the contact owner requesting that they respond.