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Hubspot is an excellent tool for managing your marketing, sales and customer service needs. Now it can be used to a greater extent with the help of EZ Texting!
This integration will allow you to send automated messages from EZ Texting directly to the recipients connected to your HubSpot account.
To get started, here is how to connect your HubSpot account to EZ:
How To Connect Your HubSpot Account
Go to Tools on the left panel and select Integrations. Here you will see the option to click and Connect your HubSpot account.
Then, Login to Hubspot and allow permissions to access.
Now that you have connected your Hubspot account, it will now show that the account is Active and the Connect button in your EZ account will now show "Manage". While the EZ account indicates that it is connected, the rest of the connection will be completed through Hubspot.
In your HubSpot account, select Automation > Workflow.
Choose Create Workflow to choose the type of flow you would like to use.
Click on the title of the workflow to bring up the workflow Actions edit tab.
First, you will want to define your trigger. This means, what information that your contacts put into your Hubspot account will initiate the automated action in EZ Texting?
Tip: There are pre-defined trigger variables within HubSpot. You can choose the variable that will initiate the trigger of the workflow. For example, the "First Name" column of your contacts may trigger a certain action when your contact enters their first name.
Now, click the plus sign to add the action or what you would like the system to do when a contact inputs their information to your HubSpot account. In regards to EZ Texting, it will be the action of sending out a message to the recipient connected to your HubSpot account.
Select the EZ Texting Action.
Lastly, enter the information that you would like HubSpot to read from your EZ Texting account when sending a message.
Now that it is saved, select Review in the upper right to turn the workflow on.
Allow a few minutes for the workflow to process. When a workflow is completed, the action will reflect in your EZ account under the Outbox section.