Hubspot text workflow3/6/2023 ![]() Trigger: HubSpot Trigger event: New Deal (or New Task, or New Ticket).Log in to Zapier and click on Create Zap.Here’s how you can set up this automation: This HubSpot SMS automation will help you set up automatic texts every time a new deal, task, or ticket is registered.Ĭreate these automation workflows to keep a close eye on your customers’ profiles and to ensure you can provide instant support when they need it the most. Receive text notifications for every new deal, task, or ticket Auto-fill your contact data with fields from your HubSpot account and assign them to a separate list you create in your TextMagic account.Ģ. Action: TextMagic Action event: Create Contact.If you have a starter or professional Zapier plan, you can create multi-step automations to add new phone numbers to specific lists after you send the confirmation text. Optional Step: Assign these contacts to a TextMagic list Every time someone submits their info via the HubSpot form, they should receive the following text: Feel free to customize your text and use custom fields to make the message feel more personal. Action: TextMagic Action event: Send Message.Important: For the automation to work, you must capture the phone number via your HubSpot form.Test the form before moving to the next step to ensure it works. Choose your HubSpot account and identify the form in your account.Trigger: HubSpot Trigger event: New Form Submission.Now go back to Zapier and start creating your automation workflow.Style the form to your liking and embed it on your website or share it directly with your audience using the share link option:.To get started, log in to your HubSpot account, navigate to Marketing -> Forms, and then click on Create Form.This first HubSpot and TextMagic integration will allow you to send automatic text alerts whenever someone fills out your HubSpot form. Send a confirmation text when someone fills out your HubSpot form You can do this before creating any Zap, or simply follow the connection steps as you go. To get started, you first must connect your HubSpot and TextMagic accounts to your Zapier account. Add SMS unsubscribers from TextMagic to a separate list in HubSpot for retargeting.Instantly forward new HubSpot contact data to your TextMagic account and update your lists in real-time.Receive SMS notifications whenever a new deal, ticket, or task is added to your HubSpot dashboard.Send a confirmation text when someone fills out your HubSpot form.Today, we look at four simple TextMagic SMS integrations via Zapier that will help you get more value out of your HubSpot account: HubSpot is a powerful CRM tool that businesses use for their sales, support, and marketing activities. If you’re looking for ways to automate your calendar, check out our previous guide for Google Calendar SMS notifications. All of the automations in this article can be created with the help of Zapier and TextMagic. Today we will continue our series of integration tutorials with a quick guide on HubSpot SMS automations.
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