Getting Started

Login to HubSpot and navigate to automations.

Step 1

Select "Create Workflow", select "Contact-based" with the type set to "Start from Scratch".

Hubspot SMS Integration

Step 2

Select an enrolment trigger. Without this your automation will never start.

Hubspot SMS Integration

Step 3

Add an acton. Scroll down to the bottom of the list and you will find the option "Send SMS via BulkSMS".

Hubspot SMS Integration

Step 4

Personalise your message. Here is an example of what it might look like using the tags to personalise it.

Hubspot SMS Integration

Step 5

When complete your automation should look something like this.

Be sure to click review to activate your automation.

Hubspot SMS Integration

All setup and ready to go!

Should you have any questions please contact our support team with your account name and be sure to include HubSpot Automation in the subject line and we'll be happy to assist.

Need more help?

Log in to the Integration Gateway to send bulk messages to any of your HubSpot lists now.

Have any questions? Contact us today!

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