HubSpot\u2019s automated workflows use pre-set rules to trigger a \u2018journey\u2019 for your customers. You can set dates or delays for certain actions, and create follow-up actions depending on how a customer engages.<\/p>\n\n\n\n
The best bit? Workflows hum away at all hours, even when you\u2019re sleeping, so your customers get the same great level of service \u2013 no matter what time of the day or night it is.<\/p>\n\n\n
![\"A](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-send-sms-3.png\")
<\/figure>\n<\/div>\n\n\nWhy add SMS to your HubSpot workflows?<\/h2>\n\n\n\n
Most businesses use workflows to achieve specific goals. Like, nurturing relationships. Engaging with customers. Following up leads fast. <\/p>\n\n\n\n
In all of these cases (and many more), SMS is the perfect fit. Not only do 90% of text messages get read within 90 seconds<\/a>, but SMS also has one of the highest open rates imaginable \u2013 a staggering 98%<\/a>. <\/p>\n\n\n\n Even better, you can combine SMS marketing with other communication channels \u2013 all within one automation journey. This can significantly improve the customer experience and generate even greater returns.<\/p>\n\n\n\n <\/i> First, make sure you\u2019ve added SMS for HubSpot<\/a> to your HubSpot account. <\/p>\n\n\n\n Then, before you get started, we\u2019ll walk you through some of the basics: workflow type, enrolment triggers, and actions.<\/p>\n\n\n\n \u2018Workflows\u2019 means the type of automation journey you\u2019re creating. In HubSpot, there are two workflows you can add SMS to:<\/p>\n\n\n\n An enrolment trigger<\/strong> is an action that kick-starts your workflow. In other words, what needs to happen for your workflow to begin?<\/p>\n\n\n\n It could be a visitor on your website completing a form, or an existing customer reaching a particular stage of their lifecycle.<\/p>\n\n\n\n Learn more about HubSpot enrolment triggers<\/a>.<\/p>\n\n\n\n Actions are the things that happen once a workflow has kicked off. For example, when your customer or lead enters into a workflow, the first action may be to send an email or an SMS.<\/p>\n\n\n\n Learn more about HubSpot Actions<\/a>.<\/p>\n\n\n\n Say someone fills out a form on your website. To automatically flag their query as a deal for your Sales team to follow up, you can create a simple, single-step workflow.<\/p>\n\n\n\n Here are the details: <\/p>\n\n\n\n TOP TIP:<\/strong> HubSpot supports a huge range of triggers, which are all explained in this guide to enrolment triggers<\/a>.<\/p>\n<\/div>\n\n\n\n You\u2019ll need to let HubSpot know which form you\u2019re adding the workflow to, and which webpage it\u2019s on. Let\u2019s say, in this case, the registration form appears on all pages of your site; you’d choose the any page<\/strong> option in HubSpot. <\/p>\n\n\n\n You can also tailor actions based on when a form was submitted, by setting specific dates or times.<\/p>\n\n\n\n For example, perhaps there\u2019s a closing date for an offer or free trial. Or maybe you\u2019d like to let people know they\u2019ve reached you outside office hours and there\u2019ll be a small delay before your team reaches out.<\/p>\n\n\n\n Next, it\u2019s time to choose your action.<\/p>\n\n\n In this case, you\u2019ll want to assign a new Deal <\/strong>property value, rather than Contact <\/strong>property value. This tells HubSpot to change your recent form-filling friend from a Contact to a Deal. The person enters the Deal pipeline for your Sales team to follow up.<\/p>\n\n\n\n Want to add additional steps to a workflow? No problem. Let\u2019s assume your customer has registered their details, and their record has been updated in your CRM. You want to send a message to let the customer know their query was received. <\/p>\n\n\n\n You\u2019ve got a ready-to-go email template that\u2019s perfect for the job. To add this email to the automation journey, you\u2019ll need to create an action to send a follow-up email.<\/p>\n\n\n\n When you add the action, select \u2018Send an email\u2019, then choose the email template (if it\u2019s uploaded into the hub) or create a new one from scratch.<\/p>\n\n\n\n TOP TIP:<\/strong> Your multi-step workflow now looks something like this.<\/p>\n\n\n\n To make the workflow even more powerful and get through to customers fast, it\u2019s time to add SMS. First, you\u2019ll need an account with MessageMedia. Add our SMS for HubSpot integration<\/a> to your HubSpot.<\/p>\n\n\n\n Then, you\u2019re ready to add a new action to your workflow: Send SMS.<\/p>\n\n\n\n This could go straight after the \u2018Send new email\u2019 action. It\u2019s a great way to ensure customers don\u2019t miss important messages from you.<\/p>\n\n\n In the \u2018Send SMS\u2019 pop-up window, add a contact token for the customer\u2019s phone number by clicking the drop-down on Contact Token (search for mobile phone number<\/strong>). <\/p>\n\n\n\n Then, type in your text message. You can personalise it using the customer\u2019s first name and other info, by using contact token<\/strong> properties.<\/p>\n\n\n\n You can also choose to send from an\u202falpha tag<\/strong><\/a>\u202fif you\u2019re sending SMS to Australia or the UK. Once approved, the alpha tag will appear at the top of the message, where the phone number normally is. You apply for an alpha tag related to your business name, or similar, so your customers know who the message is from.\u00a0<\/p>\n\n\n\n If you\u2019re sending SMS to the US or New Zealand, your Sender ID will be your dedicated number or short code (or leave blank if you don’t have one).<\/p>\n\n\n\n Your journey now looks like this.<\/p>\n\n\n\n For more information about adding SMS to a HubSpot workflow, read our support article<\/a>.<\/p>\n\n\n\n As you can see, adding SMS to your HubSpot workflows is quick and easy. Here are some more ideas for how to put the power of SMS to work in your customer journeys:<\/p>\n\n\n\n For more inspiration, check out our eBook on how to increase sales with SMS in HubSpot<\/a>.<\/p>\n\n\n\n To help you hit the ground running, HubSpot is offering free consultations with messaging specialists<\/a>. Otherwise, dive in by installing SMS for HubSpot<\/a> today. <\/p>\n","protected":false},"author":0,"featured_media":26346,"menu_order":57,"template":"page-blog-v2.php","meta":{"_acf_changed":false,"popular":false,"coming_soon":false,"link":"","footnotes":""},"blog_category":[41,38],"class_list":["post-13717","blog","type-blog","status-publish","has-post-thumbnail","hentry","blog_category-integrate-automate","blog_category-tips-tricks-hacks"],"acf":[],"yoast_head":"\n
Like the sound of 120X ROI and 21% uplift in conversions<\/a>? Find out how online wine retailer Vinomofo used SMS in HubSpot Workflows to get these great results<\/p>\n\n\n\nSound good? Here\u2019s how to get started with HubSpot workflows.<\/h2>\n\n\n\n
1. Workflow type<\/h3>\n\n\n\n
\n
Based on individual contacts in your CRM, this works across marketing, sales and service. For example, you could send a \u201cThanks for contacting us\u201d message after a customer completes a form on your website. <\/li>\n\n\n\n
This relates to the sales hub in HubSpot. It focuses on sales and deals pipeline workflows.<\/li>\n<\/ul>\n\n\n\n2. Enrolment triggers<\/h3>\n\n\n\n
3. Actions<\/h3>\n\n\n\n
Speaking of action, are you ready to go?<\/h2>\n\n\n\n
Start by creating a single-step workflow<\/h3>\n\n\n\n
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![\"HubSpot](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-enrollment-trigger.png\")
<\/figure>\n<\/div>\n\n\n
Contact-based workflows can begin in many different ways. The visitor (contact) on your website starts it off by clicking on something like: <\/p>\n\n![\"HubSpot](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-set-property-value.png\")
<\/figure>\n<\/div>\n\n\nGo from single-step to multi-step workflows<\/h3>\n\n\n\n
![\"HubSpot](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-new-lead-follow-up.png\")
<\/figure>\n\n\n\n
Learn how to set up automated marketing email templates in HubSpot<\/a>.<\/p>\n\n\n\n![\"HubSpot](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-full-single-workflow.png\")
<\/figure>\n\n\n\nTake it to the next level by adding SMS<\/h3>\n\n\n\n
![\"HubSpot](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-send-sms-detail-1.png\")
<\/figure>\n<\/div>\n\n\n![\"HubSpot](\"https:\/\/messagemedia.com\/wp-content\/uploads\/2022\/08\/HubSpot-send-sms.png\")
<\/figure>\n\n\n\nMore great ways to use SMS in your workflows<\/h2>\n\n\n\n
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Ready to get started?<\/h2>\n\n\n\n