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HubSpot

Text new contacts and deal changes from your own number, and log replies back on the contact.
Start free for 7 daysStep-by-step in the docs

All integrationshubspot.com(opens in a new tab)

What you can do

  • Send a text from your own number to each new contact who fills in your form.
  • Text a person when their deal moves to a new stage.
  • Add each reply to the contact as a note so your team sees it in HubSpot.

How it connects

  • Recommended

    Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

  • Make

    BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.

    Make in the docs

  • API

    Your own code calls BlueBot’s REST API and listens to its signed webhooks.

    API in the docs

Recipes

Three recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text new contacts from your form

Starts when

HubSpot’s New Contact trigger in Zapier

  1. Start a Zap with HubSpot’s New Contact trigger.
  2. Add a Filter by Zapier step so only contacts who came from your form go on.
  3. Add BlueBot’s Send Text action and map the contact’s mobile phone number to To.
  4. Write the text with the contact’s first name mapped in.

The text it sends

Hi {{first_name}}, this is Jordan with Bright Path. Thanks for your note. What’s the best time to talk this week?

From your own number

02With Make

Text when a deal moves stage

Starts when

When a deal moves to a new stage in HubSpot

  1. Start a scenario with HubSpot’s module that watches deals, filtered to one stage, such as Contract Sent.
  2. Get the deal’s contact and their phone number.
  3. Send the text with BlueBot’s Send Text module.

The text it sends

Hi {{first_name}}, the contract is in your inbox. Text me here if anything in it needs a second look.

From your own number

03With Zapier

Log replies on the contact

Starts when

BlueBot’s New Incoming Text trigger in Zapier

  1. Start a Zap with BlueBot’s New Incoming Text trigger.
  2. Find the HubSpot contact whose phone number matches the sender’s number.
  3. Add the text to that contact as a note.
Step-by-step in the docs

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