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Resync HubSpot contacts with MXT Scroll to Top ▲Įasily resync SMS contacts with MXT to ensure all contact numbers are formatted correctly. Note: Keep your HubSpot Integration up to date by clicking ‘Update Permission’ whenever a new version becomes available. Once the sync process is complete, a completion note will appear with the latest sync time. Synchronisation time will depend on the number of contacts in HubSpot. Once you've made a selection, HubSpot will begin syncing. If 'Phone Number' is unavailable, the message will be sent to 'Mobile Phone Number'. Phone→Mobile (if phone not available): By default, the message will be sent to 'Phone Number'.If 'Mobile Phone Number' is unavailable, the message will be sent to 'Phone Number'. Mobile→Phone (if mobile not available): By default, the message will be sent to 'Mobile Phone Number'.Phone: If you select 'Phone', the integration will send messages to the number from the 'Phone Number' property.Mobile: If you select 'Mobile', the integration will send messages to the number from the 'Mobile Phone Number' property.Select from the below Mobile Phone Properties that will identify the recipient's mobile phone number: The SMSGlobal HubSpot integration only recognises a single phone number field per contact to send messages to. There are two default phone number fields in HubSpot: Phone Number and Mobile Phone Number. Once HubSpot is successfully connected, it's time to sync your contacts. Syncing HubSpot contacts to MXT Scroll to Top ▲ Click Connect app to grant permission for the SMSGlobal app to connect to your HubSpot data. Select the HubSpot account you would like to connect to your SMSGlobal MXT account. Login to MXT with your sub-account, then navigate to the HubSpot integration page. For more information on HubSpot’s Workflows API, click here.Ĭonnecting your MXT account with HubSpot Scroll to Top ▲ All contact-based, company-based, deal-based, and ticket-based workflows in HubSpot will have the SMSGlobal Send SMS action.To enable Virtual Numbers for Hubspot Chat, head to SMS Conversations in MXT (only one virtual number can be enabled at a time).If users don't select a value, the message will be sent from a Shared Number by default. Options for your Sender ID (the number that messages are sent from) include Shared Number, Virtual Number or Custom word.Set up the 'Default Country' assigned to your SMSGlobal account in MXT-this is required for the sync and to store internationally formatted numbers.This will ensure messages sent from HubSpot are delivered without interruption. Ensure all recipient numbers are formatted correctly (i.e.This will bypass any conflicts with pre-existing contact lists and messages synced in MXT.
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To allow for better tracking of incoming and outgoing messages in HubSpot, use a new MXT sub-account to connect with HubSpot.Easily monitor all messages sent and received in Contact Activity, which are automatically logged for optimal oversight. Send from a custom Sender ID and streamline lead management and communication processes with SMS triggers, workflow automation, SMS notifications, and bulk texting campaigns directly within HubSpot.Ĭreate bespoke workflows to suit your unique business requirements by setting up SMS triggers whenever an event occurs. Enhance HubSpot workflows with SMSGlobal's powerful SMS capabilities.