Newsletter
HubSpot Integration: Add Texting to Contact-Based Workflows
HubSpot is a customer relationship management (CRM) platform that connects your marketing, sales, and customer service tools into a single database.
Here's how Text Request's HubSpot integration can make your life even easier.
HubSpot SMS Integration Mini Guide
Our SMS integration with HubSpot Workflows helps you automatically send texts whenever you need to based on a contact's timing or behaviors, like:
A lead signs up for your email newsletter, then gets a text welcoming them.
A customer doesn’t take any actions for two weeks, then gets a text encouraging them to re-engage.
A lead fills out a website form to get a quote, then receives a text letting them know a rep will get back to them shortly.
A customer schedules a consultation using a website form, then receives a text letting them know their time slot is secure, as well as what to expect during the meeting.
All of these are examples of instant communication that encourages customers and leads to continue taking actions that lead to more conversions.
Read our in-depth HubSpot integration guide.
HubSpot SMS Integration in Action
Credilife offers credit and financial wellness counseling to their clients. They needed their contact records to stay updated inside HubSpot every time they sent a text, but couldn’t find any SMS platforms that offered a proper integration.
Most SMS platforms only allow texts to be sent from contact owners inside HubSpot. Text Request stood out to Credilife on the HubSpot marketplace, because it lets users of any level respond to texts as themselves and updates records accordingly.
Read the full Credilife case study here.
