HubSpot - SMSto Integration

1 Overview
2 Features
- 2.1 Send SMS
- 2.2 Automation Workflows
- 2.3 Timeline Tracking
3 Installation
4 Configure
5 Send SMS
6 Automation Workflows
7 Timeline Tracking
8 Bulk SMS
- 8.1 Contacts, Lists & Un-/Subscription
- 8.2 Sending SMS messages
- 8.3 Reports

Overview

The SMSto Integration is an integration between HubSpot | Software & Tools for your Business - Homepage and https://sms.to/. It seamlessly utilizes HubSpot workflow automation for efficient and effective communication with your customers. Also it allows to send 1:1 conversational text messages directly through HubSpot and leverage the power of text marketing directly from within your CRM.

No contracts, no commitments, pay only for what you use. In case of high volume SMS API usage, our sales team is prepared to give out additional discounts.

Hubspot SMS.to Integration on Marketplace → HubSpot App Marketplace

Features

Send SMS

Send text messages directly from HubSpot contacts

Automation Workflows

Create seamless automated workflows based on specific deal criteria.

Timeline Tracking

Stay informed on all conversations with timeline tracking. All SMSto logs are updated in real-time on the contact’s profile so your teams can have complete oversight into contact activity and communication.

Installation

In order to be able to use SMSto HubSpot integration first you need a valid account on SMS.To | Send Bulk SMS | SMS API Gateway | OmniChannel Platform

If you already have an account you can Log in To Your SMS.To Account | Cheap Bulk SMS Service | SMS.To else you can Register for Online Bulk SMS Service Quickly and Easily | SMS.To

After you login to our system you can retrieve your api key from Api Client | SMS.to. For more details about SMSto api keys read SMS API : SMS.to

After you get your API key navigate to https://hubspot.sms.to/install and choose the account to install it.

Then approve necessary access to your HubSpot account and press button Connect App

At the next screen fill in the form and press button Submit.

Element	Description

Element	Description
API Key	To send successful SMS, you need a verified account on SMS.to and to authorize the API calls using your api key. You can generate, retrieve and manage your API keys or Client IDs & Secrets in your SMS.to dashboard under the API Clients section.
Sender ID	The displayed value of who sent the message More info
Show Reports	Choose whether show the all SMSto messages activity logs.
Show People	Choose whether to show SMSto contacts and lists

If the API key is valid you will then redirected to below page where you should click button Continue to go back to your HubSpot application.

Configure

In case you wish to modify any of the settings you defined during installation just navigate to the HubSpot connected apps.

Find SMSto app and click Go to settings

Then click button Edit

You can then modify your settings as shown below.

Send SMS

To send SMS to any of your contacts just navigate to the contact and press button SMS as shown below.

Then the sending gui will open with the contact number already in place.

Automation Workflows

To utilize the HubSpot automation workflows just select SMSto action from selection list.

And fill in the form. If you keep empty the Sender ID the default from settings will be used. The Sender ID can have up to maximum 9 characters.

Timeline Tracking

From each contact view you can have details of all the messages sent.

Bulk SMS

The sending SMS also provide the functionality of sending bulk SMS.

Contacts, Lists & Un-/Subscription

You can create your lists with the phone numbers you wish to bulk send. For a complete guid of SMSto contacts usage please read Contacts, Lists & Un-/Subscription : SMS.to

The basic functionality is also available this package.

To view, create, edit or delete any list you can do it to Lists tab as shown in below image.

The same applies for contacts.

There are filters per list, whether it is subscribed, and search for specific phones. Each contact can be a part of one or more lists. For example below image:

Each contact you can optin/optout, delete, or edit with the buttons on the right. When create/edit a contact you can define the follow that can be used when sending a list as merge fields.

Sending SMS messages

Sending message can be done from Send tab. For a single message:

For pasted numbers like below

And to one or more lists as below:

Reports

From tab Reports is available the status of the messages sent. The filters available is by recipient number, date and status.