What is HubSpot?
HubSpot is a comprehensive customer relationship management (CRM) platform that helps businesses manage and improve their sales, marketing, and customer service processes. It provides a central system for tracking and managing interactions with prospects and customers, helping teams organize leads, track sales activities, and automate marketing efforts. HubSpot includes a range of tools for email marketing, social media management, content management, and customer support, all integrated into one platform. It allows users to create workflows, nurture leads through personalized campaigns, and generate detailed reports for better decision-making. HubSpot is particularly useful for businesses looking to optimize their sales process, improve customer retention, and scale their marketing and sales efforts with a user-friendly all-in-one CRM solution.
Functionality
The service enables the sending of SMS messages directly from HubSpot. This facilitates communication with customers and improves the efficiency of marketing campaigns.
Incoming SMS
There is an option to define an incoming number. If an existing contact sends a message to the defined incoming number, the message is attached as an activity in their timeline.
Direct Messages
With the seven plugin, you can send the following types of messages directly from the HubSpot interface to your contacts:
- SMS
- Voice message
Event-Driven SMS Dispatch
This integration can send SMS to a specified number when a certain event occurs. The following events are implemented:
- Company creation
- Contact creation
- Deal creation
- Company deletion
- Contact deletion
- Deal deletion
Installation
After pressing the button below, please follow the instructions on the HubSpot page to install the integration. Click here to open the installation.
Verwendung von benutzerdefiniertem Code
You can also send messages via custom code within workflows.
Insert the following properties:
- Last name
- First name
- Mobile phone
- Phone number
SMS Dispatch
- 1
Set up API key
To use the service, you need an API key. Please use YOUR_API_KEY to establish the connection.
- 2
2. Telephone number management
If a mobile number is defined, it will be used. If no mobile number is available, the message will be sent to the regular phone number.
Support
If you have questions about our HubSpot plugin, please send an email to support@seven.io.