HubSpot SMS Integrations
This article will show you some of the ways you can integrate SMS software with HubSpot. Automate tasks and accomplish more desired outcomes.
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HubSpot SMS Integrations 101
To create an integration between HubSpot and SMS software you need to understand the workflow that automates tasks: Triggers and Actions.
*When this happens...
Triggers
Triggers are the things that happen on HubSpot or on your SMS software. They are the first step in automating a task. Triggers are the “if” statement.
*Automatically do this...
Actions
Actions are what happens after a trigger on HubSpot or your SMS Software. Actions are the “then” statement of your automation.
Popular HubSpot + SMS Software Integrations
- When an incoming SMS message is received, add the contact to a specific list or workflow in HubSpot.
- When a link is clicked in a text message, create or update an association between the contact and a deal or company in HubSpot.
- When a webform signup occurs, create a new deal or ticket in HubSpot based on the form details.
Everything You Can Do with a HubSpot SMS Integration
This is everything we know is possible when it comes to automating sending text messages with HubSpot and other integrations that enhance the experience of working with HubSpot.
When HubSpot is the Trigger:
| When this happens in HubSpot | Do this with SMS software... |
|---|---|
| When a Company or Contact is Created/Updated | Add/Update the Contact Associated With that Company |
| When a line_item is Created or Updated | Send an SMS Message to a Contact Related to the line_item. |
| When a Company or Contact is Created | Send an SMS Message to the Company or Contact |
| When a Blog Article is Created | Send an SMS message to a List with a Link or Summary of the Article. |
| When a New Engagement Occurs in HubSpot | Send an SMS Notice to a List |
| A New Ticket is Created | Send an SMS Message to Your Team, or the Contact Associate |
When SMS software like TextSpot is the Trigger:
| When this happens in your SMS software... | Do this in HubSpot |
|---|---|
| New Message Received | Create/Update a Contact in HubSpot with the Details from the SMS. |
| Link Click in Text Message | Create a New Engagement Record in HubSpot for Tracking the Link Interaction. |
| Web Form Sign Up | Create/Update a Contact in HubSpot with the Information from the Signup. |
| New Message Received | Add the Contact to a Specific List or Workflow in HubSpot. |
| Link Click in Text Message | Create/Update Associations Between the Contact and a Deal or company in HubSpot. |
| Web Form Sign Up | Create a New Deal or Ticket in HubSpot. |
| Web Form Sign Up | Create/Update a Company or Custom Object in HubSpot. |
| New Message Received | Create a Blog Post or Social Media Message in HubSpot. |
Integrate HubSpot with TextSpot
Automate your HubSpot SMS tasks. Create workflows, sync data, send text messages and more.