Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Added

Triggered when a new contact is added to HubSpot. Use this trigger to initiate SMS welcome messages or onboarding sequences.
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Contact Status Change

Activated when the status of a contact changes in HubSpot. Use this to trigger SMS notifications or follow-up messages based on changes in contact status.
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New Deal Created

Triggered when a new deal is created in HubSpot. Use this to send SMS notifications to sales representatives or follow-up messages to prospects.
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Deal Stage Change

Activated when the stage of a deal changes in HubSpot. Use this to trigger SMS reminders or updates to stakeholders based on deal progression.
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New Form Submission

Triggered when a new form submission is received in HubSpot. Use this to send SMS confirmations or follow-up messages to leads.
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Email Opened

Activated when an email is opened by a contact in HubSpot. Use this to trigger SMS follow-up messages or reminders.
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Email Clicked

Triggered when a link within an email is clicked by a contact in HubSpot. Use this to send SMS messages with additional information or offers.
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Event Registered

Activated when a contact registers for an event in HubSpot. Use this to send SMS event reminders or updates.
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Contact Properties Updated

Triggered when specific contact properties are updated in HubSpot. Use this to send SMS messages based on changes in contact information or preferences.

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Proposify

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Simplify your proposal management process with Proposify integrated with HubSpot. Explore how our integration solution can streamline your sales pipeline.

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Chargebee

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Streamline your subscription management process with Chargebee integrated seamlessly with HubSpot. Discover how our integration solution can boost your revenue.

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Smartsheet

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Streamline project management processes by integrating Smartsheet with HubSpot, empowering you to collaborate effectively, track progress, and deliver projects on time and within budget.

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CloudFiles

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Simplify file management and improve collaboration by integrating CloudFiles with HubSpot, enabling seamless access to documents and assets within your marketing workflows.

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Lokalise

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Manage multilingual content seamlessly with Lokalise's integration with HubSpot. Learn how to localize and translate your HubSpot content for global audiences with Lokalise's powerful localization tools.

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Sprout Social

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Enhance social media management and engagement by integrating Sprout Social with HubSpot, enabling you to schedule posts, monitor conversations, and measure performance from one platform.

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Oneflow

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Streamline contract management processes and close deals faster by integrating Oneflow with HubSpot, enabling you to create, send, and e-sign contracts directly from your CRM platform.

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SurveySparrow

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Streamline feedback management and enhance customer engagement by integrating SurveySparrow with HubSpot, enabling you to create dynamic surveys and capture valuable insights seamlessly.

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Overloop

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Enhance sales pipeline management by integrating Overloop with HubSpot, improving lead tracking and conversion rates.

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PSOhub

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Streamline project management processes and improve collaboration by integrating PSOhub with HubSpot, enabling you to track projects, time, and expenses seamlessly.

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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SMS for HubSpot + HubSpot

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Streamline Communication with SMS

Integrate SMS messaging seamlessly with HubSpot to engage leads and customers in real-time.

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Enhance Customer Experience

Utilize SMS to deliver personalized messages and notifications based on HubSpot contact data, enriching the customer experience.

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Automate Marketing Outreach

Trigger automated SMS campaigns and workflows in HubSpot based on contact interactions and behaviors.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot SMS Integration improve customer engagement?

Integrating SMS messaging into HubSpot enables real-time communication with leads and customers, enhancing engagement and responsiveness.

Can I personalize SMS messages based on HubSpot contact data?

Yes, HubSpot's segmentation and targeting capabilities allow for personalized SMS campaigns tailored to individual contact attributes and behaviors.

Is it possible to automate SMS outreach with HubSpot workflows?

Yes, you can set up automated SMS outreach based on lead behavior or lifecycle stages, ensuring timely and relevant communication throughout the customer journey.

How does SMS integration support lead nurturing and conversion?

By leveraging SMS campaigns and workflows, you can nurture leads effectively and drive conversions through personalized communication and targeted messaging.

Can I track SMS engagement and performance within HubSpot?

Yes, HubSpot provides analytics for SMS campaigns, allowing you to track engagement metrics and optimize your messaging strategy for better results.

Is it easy to segment contacts for targeted SMS campaigns in HubSpot?

HubSpot's segmentation capabilities make it easy to segment contacts based on various criteria, ensuring that your SMS campaigns reach the right audience with relevant messages.

Does the integration ensure compliance with SMS regulations and best practices?

Yes, HubSpot adheres to SMS regulations and best practices to ensure that your SMS communications are compliant and respectful of recipients' preferences.

Can I use HubSpot's automation to track SMS interactions and responses?

Absolutely, you can set up automated workflows to track SMS interactions, responses, and follow-up actions, ensuring seamless communication and engagement with leads and customers.

How does SMS integration complement other marketing channels within HubSpot?

SMS integration works seamlessly alongside other marketing channels within HubSpot, providing an additional touchpoint for engaging leads and customers throughout their journey.

What are the benefits of using SMS alongside email marketing in HubSpot?

Using SMS alongside email marketing allows for a multi-channel approach to communication, increasing reach and engagement with your audience for improved marketing outcomes.
Integrating SMS messaging into HubSpot enables real-time communication with leads and customers, enhancing engagement and responsiveness.
Yes, HubSpot's segmentation and targeting capabilities allow for personalized SMS campaigns tailored to individual contact attributes and behaviors.
Yes, you can set up automated SMS outreach based on lead behavior or lifecycle stages, ensuring timely and relevant communication throughout the customer journey.
By leveraging SMS campaigns and workflows, you can nurture leads effectively and drive conversions through personalized communication and targeted messaging.
Yes, HubSpot provides analytics for SMS campaigns, allowing you to track engagement metrics and optimize your messaging strategy for better results.
HubSpot's segmentation capabilities make it easy to segment contacts based on various criteria, ensuring that your SMS campaigns reach the right audience with relevant messages.
Yes, HubSpot adheres to SMS regulations and best practices to ensure that your SMS communications are compliant and respectful of recipients' preferences.
Absolutely, you can set up automated workflows to track SMS interactions, responses, and follow-up actions, ensuring seamless communication and engagement with leads and customers.
SMS integration works seamlessly alongside other marketing channels within HubSpot, providing an additional touchpoint for engaging leads and customers throughout their journey.
Using SMS alongside email marketing allows for a multi-channel approach to communication, increasing reach and engagement with your audience for improved marketing outcomes.

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