1.Captures new incoming SMS
Integrate ClickSend SMS and SMS intake tools to capture sender number and message body to record opt-in signals.
Update contact consent from received SMS in CRM
Automatically record SMS opt in details across ClickSend SMS and HubSpot. Create and update consent records when incoming SMS arrives, message includes opt-in, or sender number matchesβso you can update consent notes, set consent flags, and create matched contacts without manual consent tracking.
How this automation updates consent records fast
When new SMS opt-in messages arrive, delays can cause send errors and compliance risk. This automation captures inbound SMS, finds or creates the right HubSpot contact, and updates consent notes and consent flags so your team acts with reliable opt-in status.
ClickSend SMSor swap with your favorite app
2.Finds matching contact
Integrate HubSpot and CRM contact search tools to find a contact by phone number and return the matched contact ID.
HubSpotor swap with your favorite app
3.Continues only when matched
Integrate Filter by Zapier and routing rules to proceed only when a contact was found for consistent consent updates.
Filter by Zapieror swap with your favorite app
4.Updates contact consent
Integrate HubSpot and consent fields to update the contact identifier and map the SMS body into the consent note and flag.
5.Creates contact with consent
Integrate HubSpot and CRM contact records to create a new contact and store the SMS body in consent fields when no match exists.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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