Add your contacts Opt-In and Opt-Out dates to your HubSpot account automatically.
This article walks through how to automatically track your contacts SMS opt-in and opt-out requests in HubSpot using the Sakari HubSpot integration. Once configured, a custom field in HubSpot is automatically updated with the date of the activity.
1. Create Two HubSpot custom fields.
In HubSpot, create two custom Contact Properties with a "Date picker" field types, one for recording the opt-in date and the second for opt-out dates. These can be called whatever you'd like, in our example we've called them "optindate-1" and "optoutdate-1".
Note: Be sure to record the internal name, we will need this later. The field type should be "Date picker."
Go to settings.
Create a new Contact properties property.
2. Sakari HubSpot Integration Setup
In Sakari, navigate to Integrations > HubSpot in the left menu. In the HubSpot integration settings, add the two internal field names from HubSpot.
3. You're done.
Now whenever a contact responds with a "Start" message the opt-in field in HubSpot will be updated with the opt-in date, and when a "STOP" message is received, the opt-out field will be updated with the opt-out date.