Hubspot Crm

  



Send an SMS to every new contact in your Hubspot CRM account

Step 1: Create your first zap – click Make a Zap!

Hubspot Crm

Step 2: Choose Hubspot CRM as the Trigger App.

Step 3: For the trigger, choose New Contact. This means, that every time a new contact is added, it will trigger the steps in the Action App.

You have made the decision to implement the HubSpot Sales CRM platform — now what? This article goes in-depth on a simple seven-step implementation process while offering additional tips and tricks. HubSpot CRM is a smart and easy option that carries all the necessary basic features but without the often confusing complexity many other CRM platforms have. Beginners and mid-market companies will also appreciate the fact that HubSpot CRM is currently a certified, premier Google partner, and is a solution that suits well all niches.

Step 4: Test the step then hit Continue once successful

Step 5: Choose the Action App. Search for Webhooks by Zapier and select it as your action app.

Step 6: Choose the action you want the webhook to do. Here, we will select “Custom Request” because we will send a POST request in JSON format to trigger an SMS to your new contact using engageSPARK’s super fast and easy to use Send SMS API.

Step 7: Choose POST for Method and insert the engageSPARK Send SMS API URL in the URL section.

In the Data section, you can follow the sample below and don’t forget to replace these data with your own:

  • Try out HubSpot's Free CRM: all customer relationship management systems are built equally. The HubSpot CRM makes it easy for.
  • HubSpot provides the tools necessary to improve customer relationship management for small businesses, via a software-as-a-service (SaaS) model. This cloud-based CRM solution offers a wealth of.
  • Our Hubspot Data Connector lets you extend the world’s most popular marketing automation software's capabilities and maximize your return on investment.

{

Hubspot Crm

“orgId“: REPLACE WITH YOUR ORGANIZATION ID,

“to“: “REPLACE WITH DYNAMIC PHONE NUMBER OF YOUR NEW CONTACT FROM THE DATA DROPDOWN THAT WILL AUTOMATICALLY PULL UP”,

“from“: “REPLACE WITH YOUR REGISTERED SENDER ID/VIRTUAL NUMBER/SHORTCODE”,

Best Free Crm Online

“message“: “REPLACE WITH THE MESSAGE YOU WANT TO SEND. FEEL FREE TO PERSONALIZE MESSAGES BASED ON THE DATA YOU HAVE IN YOUR CRM THAT IS AVAILABLE IN THE DATA DROPDOWN”

}

You also need to put your API Key after Token in Headers > Authorization. Once done, you can proceed to the next step tp send a test SMS to your contact.

Hubspot Crm

Step 8: If the test is successful, it will show you this message. Otherwise, it will give you an error message to let you know which part of the Zap has issues and needs a review.

Step 9: Once the test is successful, click Done Editing and Turn on your Zap. Test it by adding a new contact in your Onepage CRM Account.

Note that these steps are not exclusive to a “New Contact” but you can also follow these steps if you want to send an SMS every time you add a new lead or a new custom object to your Hubspot CRM account.

Related Articles

Zapier Integration »
Connecting your engageSPARK account to Zapier»
Google Sheets – engageSPARK Integration via Zapier »
Forwarding SMS Responses to Google Spreadsheet via Zapier »
Forward SMS Received in Webhook to Zendesk via Zapier »
Forward SMS to Email via Zapier »
Scheduled Personalized SMS Blast Via Zapier »

Sync call leads coming through your tracking numbers to HubSpot

HubSpot is a powerful, easy-to-use, integrated set of applications businesses can use to attract, engage, and delight their customers by delivering inbound experiences that are relevant, helpful, and personalized. The CallTrackingMetrics integration with HubSpot allows you to create a new contact in HubSpot for each unique caller in your CallTrackingMetrics account, including all the valuable session information associated with the call, text, or form. With this data, you can holistically view your leads and manage call conversions in HubSpot.

  • Map your CTM users to users in Hubspot
  • Create triggers to create or update objects in Hubspot based on custom field mappings
  • Fire triggers in CTM based on whether a record is found in Hubspot
  • Automatically associate a Contact with a Company or a Deal in Hubspot

How does the HubSpot call tracking integration work?

Choose the data you want to automatically sync over, with custom field mapping

Once you have connected your CallTrackingMetrics account to your HubSpot account, you can control various settings to inform Hubspot on exactly what data you want to sync over, and which field(s) to map to. You can set parameters for the types of calls, forms, or texts you want to sync such as:

  • Syncing calls based on duration
  • Syncing new callers only
  • Sync at the start of a call
  • Only sync when visitor data is available for the call

Hubspot Crm Training

Once calls start coming in, you will see them show up as leads in HubSpot. The phone number, caller ID info, audio file, and tracking source (Google paid, referral, etc.) will all show in the HubSpot contact record, with the recorded call and any notes entered. Then use custom triggers to specify when those mapped fields should be updated. The HubSpot integration is available through both our Marketing Plan and our Contact Center Plan.