HubSpot Deal-Based Workflow Templates

How to create a HubSpot deal-based workflow template.

To add text messaging to a deal-based workflow in HubSpot, you need to create a web hook SMS template in Sakari. 

Creating a Sakari HubSpot Deal SMS Template

Step 1

In Sakari, go to Templates > SMS in the left navigation

 

Step 2

Create your message template. When creating your SMS template for the HubSpot workflow, the template can be entirely hardcoded or you can add HubSpot tokens to personalize your message. 

The structure for adding HubSpot deal attributes is:

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PRO TIP: Not sure what a HubSpot internal name is? Click here to find how to find the HubSpot internal field name.

Example

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Step 3

Save your template.

Step 4

Click the Build Link icon on the far right of the template you want to use in HubSpot. 

 

Step 5

Copy the Link URL and write down the signature ID of 182108.

 

Step 6

In HubSpot, create a new deal-based workflow.  Add a new action of Trigger webhook.

 

Step 7

In your Deal-based workflow, add a Web Hook template, and enter the Link URL.  Save your action.