Introduction

ValueFirst has developed a marketplace application that integrates seamlessly with HubSpot, enabling users to send SMS messages directly from their HubSpot accounts.

Key Features

• Multiple SMS Accounts: Manage multiple SMS accounts within the application.
• Template Management: Create and manage SMS templates; fetch WhatsApp templates with a single click.
• Versatile Messaging: Send SMS from Contacts, Companies, Deals, and Tickets modules.
• Bulk and Automated Messaging: Send bulk or individual messages; set up trigger-based notifications using HubSpot Workflows.
• Delivery Reports: Access SMS delivery reports directly in the Contact Activity timeline.

Pre-requisites

• XML Account for SMS: Ensure you have an XML account for SMS with ValueFirst.
• IP Whitelisting: Request IP whitelisting for your XML account by contacting ValueFirst support. 3.108.187.149

Configuration:

Authorize Your HubSpot Portal

• Authorize HubSpot Portal: Contact partnerships@vfirst.com to receive an invite link.
• Configure SMS Account: After authorization, navigate to "SMS Configurations" and click "Add New Configuration." Enter your Username and Password to set up your SMS account.

Authorize HubSpot Portal: Login Via HubSpot

Add SMS Account

• In the “SMS Configurations” -> Click on Add New Configuration button.

  

  

Add Sender ID: In "SMS Sender Id," click "Add New Sender Id" and map the sender ID to the configured account.

Add SMS Templates: Go to "SMS Templates," click "Add New Template," and associate it with the appropriate SMS configuration.

Insert Variables in Templates: While adding a template, use the "Available Variable" options to insert dynamic fields. Remove the '.*', select the relevant module, and choose the desired field name.

Send SMS

• Individual Messages: Within a contact or any relevant module, click the "Send SMS" button. Select the desired template and send the message.
• Bulk Messages: Log in to the portal, select multiple contacts from "Message Sender," choose a template, and click "Send."

  

  

  

  

SMS Reports:

All sent messages are logged in the respective contact's timeline within HubSpot, providing a comprehensive communication history.

Setting Up HubSpot Workflows for SMS:

To automate SMS communications:

1. Navigate to "Automation" > "Workflow" in HubSpot.
2. Select "Send SMS" as the action.
3. Choose the desired template and save the workflow.