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HubSpot with SMS

Connect SMS with HubSpot to automate your workflows. Use Bardeen's AI Agent to handle repetitive tasks with simple text commands. No coding required.

How to integrate HubSpot with SMS?

We're Bardeen, we build an AI Agent that does your repetitive work tasks. Companies like Deel and Casafari, use Bardeen connect apps like HubSpot and SMS together to save time and increase productivity.

Did you know that 75% of consumers prefer to receive offers via SMS? Integrating SMS with your HubSpot account can significantly boost engagement and conversions. In this step-by-step guide, you'll learn how to connect these powerful tools, send targeted text messages, and automate SMS campaigns that drive results. Plus, discover how AI automation platforms like Bardeen make the process even easier, without any coding required. Ready to take your HubSpot marketing to the next level with SMS integration? Let's dive in!


Integrating SMS with HubSpot can be a game-changer for your business, allowing you to send personalized text messages to your contacts directly from your HubSpot account. In this step-by-step guide, we'll show you how to integrate HubSpot SMS using Bardeen's AI automation platform, enabling you to connect the two without any coding required.

By integrating SMS with HubSpot, you can:

  • Send targeted SMS campaigns to your HubSpot contacts
  • Automate SMS messages based on specific triggers or events
  • Personalize your SMS content using HubSpot contact data
  • Track and analyze the performance of your SMS campaigns within HubSpot

To make your outreach even more effective, consider using AI to generate emails that complement your SMS campaigns. In the following sections, we'll walk you through the process of integrating HubSpot SMS step-by-step, so you can start leveraging the power of text messaging in your marketing and sales efforts.

Why Integrating SMS with HubSpot Is a Game-Changer for Your Business

Integrating SMS with HubSpot can take your customer communication to the next level. By connecting these two powerful tools, you can:

  1. Send targeted, personalized text messages based on HubSpot contact data
  2. Automate SMS campaigns triggered by specific actions or events
  3. Sync SMS conversations with HubSpot for a centralized view of all interactions

This integration allows you to nurture leads and engage customers more effectively, saving time and improving results with automated outreach.

Using Bardeen, you can automate outreach effortlessly. This tool helps you save time by handling repetitive tasks, allowing you to focus on what's important.

Improved Lead Nurturing and Customer Engagement

  • Deliver timely, relevant text messages to keep leads and customers engaged
  • Personalize SMS content using HubSpot data for higher response rates
  • Trigger automated SMS campaigns based on HubSpot actions or events

Centralized Communication and Interaction Tracking

  • Sync SMS conversations with HubSpot for a complete view of interactions
  • Analyze SMS performance alongside other marketing and sales metrics
  • Gain valuable insights into customer preferences and behaviors for better targeting using lead enrichment

By integrating SMS with HubSpot, you can create a seamless, personalized customer experience that drives engagement and loyalty.

Step-by-Step Guide to Integrating SMS with HubSpot

Integrating SMS with HubSpot is a straightforward process that can be completed in a few steps. To connect SMS messaging with your HubSpot account:

  1. Choose a compatible SMS service provider that offers HubSpot integration, such as Twilio, MessageMedia, or Sakari.
  2. Connect your SMS provider account to HubSpot using API keys or a dedicated integration tool, ensuring a secure and stable connection between the two platforms.
  3. Configure your SMS settings in HubSpot, including default sender numbers, message templates, opt-out language, and compliance settings.
  4. Test the integration to ensure everything is working properly before launching your SMS campaigns.

Once you've completed these steps, you'll be ready to start creating and automating powerful text message campaigns that integrate seamlessly with your HubSpot marketing strategy. Learn more about sending SMS messages with HubSpot.

Choosing a Compatible SMS Service Provider

  • Research SMS providers that offer robust HubSpot integrations
  • Compare features, pricing, and customer support to find the best fit for your needs

Connecting Your SMS Provider Account to HubSpot

  • Obtain necessary API keys and credentials from your SMS provider
  • Use a dedicated integration tool or follow provider documentation to connect accounts

Configuring SMS Settings in HubSpot

  • Set up default sender numbers and message templates
  • Customize opt-out language and manage compliance settings
  • Define user permissions and access levels for SMS features

By following these steps, you'll be well on your way to leveraging the power of SMS messaging within your HubSpot account, allowing you to send targeted, personalized text messages that drive engagement and conversions. For additional tips, check out our guide on HubSpot CRM integrations.

How to Create and Automate SMS Campaigns in HubSpot

Bardeen's AI automation platform makes it easy to create and automate SMS campaigns in HubSpot without coding. Simply connect your apps, use the visual workflow builder, and let Bardeen handle the rest.

Creating SMS campaigns and workflows in HubSpot is a straightforward process once you've set up the SMS integration. Here's how to get started:

  1. Define your campaign goals and target audience based on HubSpot contact data.
  2. Craft compelling SMS content that aligns with your objectives and resonates with your recipients. Use personalization tokens to tailor messages for each contact.
  3. Set up automated workflows in HubSpot to trigger SMS sends based on specific criteria, such as lead status changes or customer actions.
  4. Monitor and analyze your SMS campaign performance using HubSpot's reporting tools to optimize future efforts.

1. Define SMS Campaign Goals and Target Audience

  • Identify specific objectives for your SMS campaigns, such as lead generation or customer retention
  • Segment your HubSpot contacts into targeted lists based on relevant criteria
  • Tailor your messaging and offers to each audience segment for maximum impact

2. Craft Engaging SMS Content and Templates

  • Write clear, concise, and compelling SMS copy that grabs attention and drives action
  • Utilize personalization tokens to dynamically insert contact-specific information
  • Create reusable templates for common SMS use cases to save time and ensure consistency

3. Set Up Automated SMS Workflows in HubSpot

  • Define triggers and conditions for automated SMS sends based on contact behaviors or properties
  • Use HubSpot's workflow builder to create logical sequences of SMS messages and delays
  • Incorporate branching logic and conditional sends based on recipient actions or preferences

4. Monitor SMS Campaign Performance and Optimize

  • Track key metrics such as open rates, click-through rates, and conversion rates in HubSpot
  • Analyze SMS performance alongside other marketing channels for a holistic view
  • Continuously test and refine your SMS strategies based on data-driven insights

By following these steps, you can create highly targeted and effective SMS campaigns that integrate seamlessly with your overall HubSpot marketing strategy. Sales prospecting tools can also aid in nurturing leads, engaging customers, and driving conversions.


Integrating SMS with HubSpot is a game-changer for businesses looking to level up their customer communication and engagement. In this guide, you learned how to:

  • Understand the benefits of integrating HubSpot SMS, such as improved lead nurturing, personalized messaging, and centralized tracking
  • Set up the SMS integration by choosing a compatible provider, connecting your accounts, and configuring settings
  • Create and automate SMS campaigns and workflows, from defining goals and crafting content to setting up triggers and analyzing performance

By putting these strategies into action, you'll be well-equipped to build stronger, more profitable customer relationships through targeted, timely text messaging. Automate sales prospecting to stay ahead of the competition. Start integrating HubSpot and SMS today to unlock valuable opportunities to connect with your audience and drive business growth.

Learn more about the apps

Available actions & triggers

When HubSpot Company is created
Delete note in HubSpot
Update a note in HubSpot
Delete HubSpot Company
Create HubSpot Contact
Create HubSpot Product
Create note in HubSpot
When HubSpot Contact is created
Delete HubSpot Product
Get HubSpot Product

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How can I integrate SMS with HubSpot using Bardeen?

You can integrate SMS with HubSpot using Bardeen by creating automations that send SMS notifications based on HubSpot triggers. For example, when a new contact is added in HubSpot, you can automatically send an SMS to welcome them.

What benefits does the SMS-HubSpot integration offer?

Integrating SMS with HubSpot helps you maintain consistent follow-ups and improves lead management. You can send timely SMS updates to leads, ensuring no important communication is missed.

Can I use the SMS-HubSpot integration for lead nurturing?

Yes, you can use the integration for lead nurturing by setting up automations to send personalized SMS messages at different stages of the lead journey. This keeps leads engaged and informed.

How much does it cost to use Bardeen for the SMS-HubSpot integration?

Bardeen offers a free plan that includes unlimited non-premium automations. For premium features, including always-on automations, the paid plan costs $20/month. You can start with the free plan and upgrade as needed.