Workflow Template

Send HubSpot Contact Info as SMS

Automatically send HubSpot contact information as an SMS to any phone number, perfect for quick info sharing or confirmation.
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Get HubSpot Contact
Get HubSpot Contact
Send text message
Send text message

Workflow Overview

Automatically send HubSpot contact information as an SMS to any phone number, perfect for quick info sharing or confirmation.
  • HubSpot Contact ID
  • Phone Number for sending SMS
  • SMS sent with HubSpot contact information

This workflow lets you send HubSpot contact information via SMS to a specified phone number.

First, it retrieves contact information by ID from HubSpot, including the name, email, and phone number of the contact. Then, it sends this information as an SMS to the provided phone number. This can be useful for:

  • Quickly sharing contact details with colleagues on the go
  • Confirming contact information with field personnel without access to HubSpot
Note: Bardeen supports SMS integrations and can connect with various CRM platforms besides HubSpot, such as Salesforce or Pipedrive, to retrieve and send information.

Streamline your business communications by enabling this workflow with Bardeen.

Step 1: Install the Bardeen App

To start, ensure the Bardeen app is installed on your device for automation.

Step 2: Navigate to the Magic Box

Open the Bardeen app and navigate to the Magic Box. Input the following as there is no specific Magic Box prompt available:

send HubSpot contact information as an SMS

Step 3: Integrate the Workflow Integrations

Integrate your HubSpot account for accessing contact information and set up SMS integration to send messages. This involves connecting your HubSpot account to retrieve contact details and configuring the SMS sending functionality.

Step 4: Run the Workflow

With everything set up, run the workflow. This workflow:

  • Retrieves contact information by ID from HubSpot, including name, email, and phone number.
  • Sends the contact information as an SMS to a specified phone number, ensuring you can easily share or transfer contact details between platforms.
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How to Send SMS Messages from HubSpot Efficiently?

Integrating SMS functionalities within HubSpot streamlines communication, allowing for direct and timely engagement with contacts. This integration supports various use cases like immediate updates, event announcements, and personalized offers. Understanding how to effectively send SMS messages from HubSpot requires a grasp of two essential processes: setting up SMS functionalities and creating & sending messages.

Get started with automating your SMS communications through Bardeen by visiting here.

Setting Up SMS Messaging in HubSpot

Before sending SMS messages, it’s crucial to set up SMS functionalities within your HubSpot account. This setup involves a few key steps, ensuring compliance with regulations and creating a seamless process for sending messages.

First, verify your business's eligibility to use the SMS feature. This involves checking geographic restrictions and ensuring your business does not fall under restricted categories, as outlined by Twilio's Forbidden Message Categories. Next, purchase the required Marketing SMS Add-on, available for Marketing Hub Professional and Enterprise subscriptions.

Registering your business is the next step. In your HubSpot account:

  • Navigate to 'Settings' > 'Marketing' > 'SMS'.
  • Click 'Register business' and provide necessary details such as business name, website URL, and address.
  • Submit your business registration for approval.

After approval, provide SMS details and generate an SMS number to use for sending messages. This involves specifying the types of SMS messages you'll send and how you'll manage consent from your contacts.

Creating and Sending SMS Messages

Once the setup is complete, you can start drafting and sending SMS messages. HubSpot’s SMS tool allows for personalization, scheduling, and analyzing the performance of your messages. To create an SMS message:

  1. In HubSpot, navigate to 'Marketing' > 'SMS' and click 'Create message'.
  2. Edit the content of your message. Personalize your message using the 'Personalize' option to insert tokens.
  3. By default, an opt-out message is appended. You can customize this if needed.
  4. Review your message, including how it will appear on different devices and in dark mode.
  5. Before sending, configure the internal name, language, and associated campaign in the 'Settings' tab.
  6. Test your message by sending it to yourself or a colleague.
  7. Configure your recipients and decide whether to send the message immediately or schedule it for later.

For automated SMS communications, HubSpot allows adding SMS messages to workflows. This enables automated sending based on specific triggers, enhancing engagement and efficiency. Remember, contacts must have explicitly opted in to receive SMS messages, ensuring compliance and respect for user preferences.

Automate your SMS messaging and streamline your workflow with Bardeen. Learn more and get started here.
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