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.
While you are connecting your account, the HubSpot platform will ask you to allow permission for EZ Texting to have access to the contacts in your account. Click "Connect App" to allow this functionality.
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 besides syncing contacts will be completed through HubSpot.
Syncing Contacts with HubSpot
Through your EZ account, your contacts will sync nightly by default directly from your HubSpot account. Or, you can click Sync Contacts to manually sync your contacts from HubSpot at anytime. If you wish for it to no longer sync, simply disconnect the list under the Settings tab in your EZ account.
Note: Contacts can be synced from HubSpot into EZ Texting but cannot be synced from EZ Texting into HubSpot at this time.
Under the Settings tab, you can choose which contact list in your HubSpot account that you wish to have synced. You can then choose which contact list in your EZ account that you would like to have these contacts uploaded to.
Now, learn how to create an automated workflow using your HubSpot account!