HubSpot: Trigger an SMS from a Workflow

HubSpot enables you to trigger CloudContactAI to send a SMS from a Workflow.

After you've installed CloudContactAI into you HubSpot account,

Login to HubSpot
Navigate to Workflows
Click on the "Create workflow" button in the upper right hand corner of the screen
Select "From scratch"
Select "Contact-based" "Blank workflow"
Click on "Next" in the upper right hand corner.
Click on the "Set up triggers" button.
Select "When an event occurs"
On the Add criteria section, pick "Enrolled in workflow"

Hit the "Save" button.
Next click on the "+" button.

In the "Browse all actions" section, type CloudContactAI
Select "Send SMS Message"
Configure your Message, First Name, Last Name, and Phone
Click on the "Save" button.
Select "Review and publish" in the upper right-hand corner.
On the subsequent dialog, hit "Next"
On the Review workflow dialog, hit "Next".
In the subsequent dialog, Hit "Next" again.
Launch the workflow.
In the upper righthand corner, click on the "Enroll" button
Choose "Individual Contacts"
Select a Contact
Hit the Enroll button
Your workflow should trigger, and the SMS should be sent out through CCAI.

Updated 5 days ago