If you would like to create automated workflow to reduce your time and efforts when communicating with your customers, here is how:
Creating A Workflow in 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. And in your HubSpot account, the outgoing or incoming messages will show under Details in your HubSpot Timeline.
Here are some recommended HubSpot workflow examples:
- If/Then: Create a simple scenario where IF the contact responds to a text or does a certain action, THEN another form of communication will automatically generate and be sent to the contact or to your internal CRM.
- Send Triggered Texts for Downloads or Form Submissions: Send a series of highly-targeted text campaigns when a contact downloads gated content or completes a form submission.
- Follow-up with a text campaign based on Page Views: Trigger a text to a page view workflow so when a visitor clicks on a certain link or page on your website, you can send them an SMS based on their specific area of interest. For example, send a text follow-up to include a link to a blog post or additional information based on a visitor’s behavior or interest.
- Nurture Prospects- Nurture prospects through the sales funnel with a series of automated text messages.
- Welcome New Customers: When a lead is converted into an official customer, automatically trigger a welcome text with more information or simply follow-up.
- Use Text Alerts to Follow-up on Internal Notifications/Tasks- Set up a workflow to trigger an internal text notification when a prospect visits a key page or takes a key action.
Understanding The Contact's Workflow Status
In your workflow, you will notice that some Actions will label a contact as Active or Inactive based on how they respond to your texts or whether or not they have participated in the workflow you established.
Here is an example of the If/Then workflow being used. In this example, if a contact does not respond to a text campaign you sent out, their status will be labeled as Inactive. Or, if they did respond to your text or were responsive to your workflow, their status will show as Active. This information will be important to understand before going into your Contact or Workflow journey timeline.
After creating your workflow, here we will show you how to track your customer's engagement!