TextingHouse User Guide for HubSpot

Note: To use HubSpot with TextingHouse, you must first have created a HubSpot account and a TextingHouse account : follow the setup guide.

Are your HubSpot and TextingHouse accounts linked? Has your TextingHouse account been funded with SMS credits?
Great, you now have access to all SMS features, directly integrated into HubSpot!

Here is an overview of the most common tasks you can do:

Automate your SMS sending with HubSpot workflows

In each HubSpot workflow you create, you can add a “Send an SMS” action

Then complete the text of the SMS.

You can personalize it by using the contact’s properties which will be automatically replaced when sending, such as their last name, first name…

Choose the contact property which contains the mobile phone number (in international format. Example for a Belgian phone number: 32 475 XX XX XX). Usually, this will be the “Mobile Phone Number” field.

If you have defined sender ID on the TextingHouse interface (See Sender ID configuration), you can select one here.

And click on the “Save” button to validate the action.

Text to a HubSpot contact

For each contact, an “SMS” card is added with button “Send SMS to…”.

Click on the button to open the send popup.

 

Note: the first time, the card is the last in the list. You can move it higher for easier access!

You just have to type the SMS and click on the send button.

The page indicates the number of characters remaining before the countdown of a new SMS, as well as the total number of SMS corresponding to the message.

 

If you have defined sender ID on the TextingHouse interface (See sender ID configuration), you can select one here.

 

Note: Make sure that the number is in international format.
Example for a Belgian phone number: 32 475 XX XX XX

Schedule a SMS campaigns with your contact lists
To send an SMS to a contacts lists or to all your contacts, create a new “Center on a date” workflow.

Choose the “Date of event” which will be the date of sending the SMS.

As with any classic workflow, set your workflow trigger.

To send to a list of contacts, choose “List memberships” and select the desired list.

To send to all your contacts with a mobile number, choose “Contact properties” and select “Mobile phone number” then the option “is known”.

Select the workflow time of day to execute which will be the SMS sending time (more or less the transmission time of HubSpot information).

And finally, add the “Send SMS” action.

 

Enter the text of the SMS.

You can personalize it by using the contact’s properties which will be automatically replaced when sending, such as their last name, first name…

Choose the contact property which contains the mobile phone number (in international format. Example for a Belgian phone number: 32 475 XX XX XX). Usually, this will be the “Mobile Phone Number” field.

 

If you have defined sender ID on the TextingHouse interface (See Sender ID configuration), you can select one here.

And click on the “Save” button to validate the action.

Follow-up of SMS sent

For each SMS sent, an event will be added to the contact’s timeline.

The event indicates the status of the SMS:

  • SMS being sent: being transferred to telephone network operators
  • SMS sent: transmitted to the mobile telephone operator
  • SMS received: acknowledgment of receipt received
  • SMS not received: acknowledgment of receipt not received (invalid number, expired SMS, recipient out of network, number blocked by the recipient…)

Note: after installation, TextingHouse activities are not displayed by default in the timeline. To see them, click on “Filter activity” and select “INTEGRATIONS > TextingHouse” from the list.

On your TextingHouse account interface (https://api.textinghouse.com/sms), you can also find the history of all your SMS sent.

It is possible to create workflows which will be triggered according to the status of the SMS sent. For example to create a workflow when the SMS is not received.

To do this, select the filter “TextingHouse – Envoi de SMS PRO: SMS sent” and complete the property “SMS status” à “SMS not received”.

Follow-up of responses received

For each SMS response received, an event is added to the contact’s timeline.

The event indicates the original SMS and the response received.

 

Note: after installation, TextingHouse activities are not displayed by default in the timeline. To see them, click on “Filter activity” and select “INTEGRATIONS > TextingHouse” from the list.

It is possible to create workflows triggered upon receipt of a response.

To do this, select the filter “TextingHouse – Envoi de SMS PRO: Response received” and for example the property “Date of sending of the original SMS (which received a response)” completed with the date of the original SMS.

Sender ID configuration

Sender ID configuration on TextingHouse API interface: https://api.textinghouse.com/.

Go to the “Options” page and select the “Sender ID” tab.
Note: The other settings tabs don’t apply to HubSpot.

You can then make a request to add a new name, by clicking on the button.

Following your request, supporting documents concerning your trade name may be requested (proof of trademark registration or other supporting document…).

 

Note: when you send an SMS with a sender ID, your recipients will not be able to reply to you by SMS!