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Set up your first integration
Quickly connect HubSpot to SMS by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with SMS by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Send SMS" in SMS by Zapier.
You’re connected!
Zapier seamlessly connects HubSpot and SMS by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and SMS by Zapier
Send SMS alerts for new form submissions
Stay updated on important leads instantly. When a form is submitted on your HubSpot website, Zapier sends an SMS message to notify you right away. This automation ensures you respond to potential new customers quickly, improving conversion rates and reducing response time.
Business OwnerSend SMS reminders for deal updates
Ensure your marketing team stays informed. When a deal stage in HubSpot changes, Zapier sends an SMS reminder. This helps teams stay aligned on deal progress and improves communication across departments.
Marketing & Marketing OpsReceive SMS notifications for newly assigned tasks
Keep your team on track. When a new calendar task is created in HubSpot, Zapier sends an SMS notification, ensuring nothing falls through the cracks and improving task completion rates.
Project ManagementLearn how to automate HubSpot on the Zapier blog
Learn how to automate SMS by Zapier on the Zapier blog
Frequently Asked Questions about HubSpot + SMS by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and SMS by Zapier
How do I set up a trigger in HubSpot to send an SMS via Zapier?
To set up a trigger in HubSpot for sending an SMS through Zapier, first select a trigger event in HubSpot, such as 'New Contact' or 'Contact Property Change'. Then, within Zapier, choose this trigger while creating a new Zap. Our platform will then monitor HubSpot for the specified event. When the event occurs, Zapier can automatically send an SMS using your connected SMS service.
Can we send automated text messages to different segments of contacts from HubSpot using Zapier?
Yes, you can automate text messages to various contact segments by setting up specific triggers based on contact properties or lists in HubSpot. In Zapier, use these triggers to filter and direct messages only to desired segments. This ensures targeted communication based on specific criteria you define within HubSpot.
What types of SMS actions are available with SMS by Zapier when integrating with HubSpot?
When integrating with HubSpot through Zapier for SMS notifications, you can use actions like 'Send SMS', where an automatic message is dispatched once a trigger event occurs in HubSpot. This allows for real-time communication directly from your workflows.
Is it possible to personalize each SMS message sent from our workflows triggered by HubSpot events?
Absolutely! You can personalize each SMS message by including dynamic elements such as contact names or other details captured in HubSpot. This is done by mapping fields from your HubSpot data to the content of the SMS within Zapier's action setup.
Do we need any additional software or tools apart from HubSpot and Zapier for sending SMS?
No additional software or tools are needed beyond having a valid account with an integrated SMS service that works with Zapier. We manage connections directly between your existing systems and supported services without needing extra components.
How can error handling be managed when sending texts through this integration?
Zapier offers built-in error handling solutions where you can set pathways if an action fails, such as retrying the failed step or triggering alternate actions. Additionally, monitoring your tasks via our dashboard provides insights into any errors occurring during the process.
Are there limitations on the number of contacts we can send messages to simultaneously using this integration?
The limitations primarily depend on the subscribed plan of your chosen SMS provider rather than our platform itself. However, it’s important to ensure compliance with messaging regulations and guidelines enforced by those services regarding bulk messaging capabilities.
