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,
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Login to HubSpot
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Navigate to Workflows
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Click on the "Create workflow" button in the upper right hand corner of the screen
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Select "From scratch"
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Select "Contact-based" "Blank workflow"
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Click on "Next" in the upper right hand corner.
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Click on the "Set up triggers" button.
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Select "When an event occurs"
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On the Add criteria section, pick "Enrolled in workflow"
- Hit the "Save" button.
- Next click on the "+" button.
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In the "Browse all actions" section, type CloudContactAI
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Select "Send SMS Message"
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Configure your Message, First Name, Last Name, and Phone
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Click on the "Save" button.
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Select "Review and publish" in the upper right-hand corner.
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On the subsequent dialog, hit "Next"
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On the Review workflow dialog, hit "Next".
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In the subsequent dialog, Hit "Next" again.
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Launch the workflow.
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In the upper righthand corner, click on the "Enroll" button
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Choose "Individual Contacts"
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Select a Contact
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Hit the Enroll button
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Your workflow should trigger, and the SMS should be sent out through CCAI.
Updated 27 days ago