1.Detects new contact in trials list
Integrate HubSpot and CRM field mapping tools to detect new contacts and route their trial data for reminder scheduling.
Send SMS reminders before scheduled demo to contacts
Automatically monitor new contact in list updates across HubSpot for trial reminders. Instantly send one-hour SMS reminders when trial contacts enter your trials list, meetings get scheduled, or reminder time is reached—so you can personalize messages, format delivery details, and post reminders without manual scheduling.
How this automation sends one-hour SMS reminders
When new trial contacts get added, missed timing can break demo prep and reduce attendance. This automation monitors the trials list, schedules the reminder, normalizes delivery details, and posts the SMS request—so prospects get a timely mobile nudge.
HubSpotor swap with your favorite app
2.Subtracts one hour from meeting date
Integrate Formatter by Zapier and date time utilities to subtract one hour from the meeting date and format the reminder timestamp.
Formatter by Zapieror swap with your favorite app
3.Waits until reminder time
Integrate Delay by Zapier and scheduling tools to pause the workflow until one hour before the meeting, with fallback handling.
Delay by Zapieror swap with your favorite app
4.Normalizes phone and message name
Integrate Formatter by Zapier and data cleanup tools to extract digits, normalize the phone number, and prepare a display name placeholder.
5.Posts SMS reminder via webhook
Integrate Webhooks by Zapier and SMS delivery endpoints to post the reminder payload so your SMS provider sends the one-hour message.
Webhooks by Zapieror swap with your favorite app
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