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HubSpot Workflows: Auto-SMS and Auto-Call

Beaujean Betouliere Beaujean Betouliere

Requirements

This feature is only available for Kixie Professional level accounts, so if you would like to use this functionality and are on an Integrated membership please contact support@kixie.com to upgrade! If you have connected your Kixie account to HubSpot, and you have HubSpot workflows on your account (pictured), there will be Auto-SMS and Auto-Call Kixie actions within the "available actions" of any workflow!

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Definitions

Auto-SMS: sending an auto-SMS through the HubSpot contact owner to the HubSpot contact's phone number

Auto-Call: sending a call to the Kixie PowerCall dialer of the HubSpot contact owner with a Display Name message that gives them context that it's an auto-call (i.e. "Email Opened Auto-Call"), and upon the rep's acceptance of this call, triggering a call out to the HubSpot contact's phone number. The rep will see the HubSpot contact info in their Kixie PowerCall dialer.

Here's what the Auto-SMS and Auto-Call actions look like within HubSpot workflows:

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Recommended Use Cases and Ideas

  • when a HubSpot contact owner is assigned, send an introductory Auto-SMS 
  • when a Hubspot contact's HubSpot score exceeds a certain amount, send an Auto-SMS  
  • when a HubSpot contact opens a particular HubSpot marketing email, delay two minutes then send an Auto-SMS 
  • when a HubSpot contact opens their first HubSpot sales email, delay two minutes then send an Auto-SMS
  • when a HubSpot call outcome or call type is logged (which you can do from the Kixie PowerCall), send an email AND an Auto-SMS telling the lead to check their email
    • then in a separate workflow: if/when they open that email, delay 5 minutes and then do an Auto-Call

*see here for best practices to maximize the deliverability of the SMS messages you are sending

Note: The auto-SMS feature is not meant to be an SMS blast tool. Instead, it is meant to be a targeted approach to sending relevant texts to customers at exactly the right times - automatically and reliably.

Enabling Kixie's Hubspot Workflow Automation

Please contact your account manager directly and/or contact support@kixie.com, or call Kixie Professional Customer Support at +14248003330 to enable your API key for automations to work. 

 

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