1.Detects new contacts in list
Integrate HubSpot and contact list tools to detect when a contact enters the configured marketing list and pull email and phone fields.
Send welcome SMS to new list contacts and log outreach
Automatically monitor new contacts entering a marketing list across HubSpot and deliverable SMS tooling. Automatically send localized welcome SMS and log outreach in HubSpot when contacts enter the list, qualifying contacts appear, or list entries include a valid phone—so you can send messages, record last outreach dates, and keep campaign context without manual outreach logging.
How this automation logs outreach and sends welcome SMS
When new contacts join a marketing list without proper phone cleanup, bad recipients can be messaged and outreach context gets lost. This automation cleans and validates phone numbers, sends a localized welcome SMS, and updates each HubSpot contact with the last outreach date and note—so your team can act immediately.
HubSpotor swap with your favorite app
2.Cleans phone number format
Integrate Formatter by Zapier and phone normalization tools to clean non-numeric characters and normalize the international prefix for SMS sending.
Formatter by Zapieror swap with your favorite app
3.Validates qualifying country codes
Integrate Filter by Zapier and phone validation tools to continue only for qualifying country codes so SMS recipients are valid.
Filter by Zapieror swap with your favorite app
4.Sends localized welcome SMS
Integrate Gmail and email to SMS gateway tools to send the localized welcome message using the cleaned phone as the recipient mapping.
Gmailor swap with your favorite app
5.Updates contact with outreach note
Integrate HubSpot and CRM contact tools to set last outreach date and append a short outreach note to the contact record.
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Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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