HubSpot: Trigger an SMS from a Workflow

After you've installed CloudContactAI into you HubSpot account,

1. Login to HubSpot

2. Navigate to Workflows

3. 

   Click on the "Create workflow" button in the upper right hand corner of the screen

4. Select "From scratch"

5. Select "Contact-based" "Blank workflow"

6. 

   Click on "Next" in the upper right hand corner.

7. Click on the "Set up triggers" button.

8. 

   Select "When an event occurs"

9. 

   On the Add criteria section, pick "Enrolled in workflow"

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

12. In the "Browse all actions" section, type CloudContactAI

13. 

    Select "Send SMS Message"

14. Configure your Message, First Name, Last Name, and Phone

15. 

    Click on the "Save" button.

16. Select "Review and publish" in the upper right-hand corner.

17. On the subsequent dialog, hit "Next"

18. 

    On the Review workflow dialog, hit "Next".

19. In the subsequent dialog, Hit "Next" again.

20. Launch the workflow.

21. In the upper righthand corner, click on the "Enroll" button

22. 

    Choose "Individual Contacts"

23. 

    Select a Contact

24. 

25. Hit the Enroll button

26. Your workflow should trigger, and the SMS should be sent out through CCAI.