April 29, 2024

How can I use HubSpot to automate SMS notifications for important leads?

Hubspot logo

Step 1: Log into Your HubSpot Account

  • Navigate to the HubSpot website.
  • Enter your login credentials and access your dashboard.

Step 2: Install an SMS Integration

  • Head to the HubSpot App Marketplace.
  • Search for an SMS integration tool (like "SMSZap" or other alternatives).
  • Select and install the preferred integration by following the on-screen instructions.

Step 3: Set up the SMS Integration

  • Navigate to the installed SMS tool within HubSpot.
  • Link your SMS gateway or provide necessary SMS credentials as prompted.
  • Ensure you have SMS credits or a suitable plan active to send messages.

Step 4: Segment Your Important Leads

  • Go to 'Contacts' in HubSpot.
  • Use filters to segment the contacts or leads you consider important and wish to notify via SMS.
  • Save this segment for easy access.

Step 5: Create a New Workflow

  • Navigate to 'Automation' > 'Workflows.'
  • Click 'Create workflow'.
  • Select 'Start from scratch'.

Step 6: Define Your Workflow Triggers

  • Choose 'Contact-based' as the type of workflow.
  • In the workflow editor, set your trigger. For instance, it could be when a contact has been updated, when they've submitted a form, or any other relevant trigger.
  • Select the segment you created in Step 4 as the list of contacts to apply this workflow to.

Step 7: Set Up the SMS Action

  • In the workflow editor, click the '+' button to add an action.
  • From the dropdown, select the option to send an SMS (this option will be present because of the integration you installed).
  • Craft your SMS message. Ensure you include personalization tokens, like the lead's name, to make your messages more engaging.

Step 8: Configure Other Actions (Optional)

  • If you wish to add more steps to the workflow, like sending an internal email notification alongside the SMS, configure it by adding additional actions.

Step 9: Review and Test Your Workflow

  • Before activating, test your workflow to ensure it works as intended.
  • Use the 'Test' function in the workflow editor.
  • Check if an SMS is received on the designated number when the defined trigger is met.

Step 10: Activate Your Workflow

  • Once you're satisfied with the setup, switch the workflow from 'Draft' to 'Live'.
  • Monitor its performance periodically to ensure everything is running smoothly.

Note: Charges may apply for sending SMS messages based on your SMS provider or the integration you've chosen. Always keep an eye on your SMS credits to avoid disruptions.