You can automatically trigger templated SMS messages from the HubSpot contact owner's Kixie account, when a contact enrolls in a Hubspot workflow. When a contact enrolls in a workflow, a text will be sent out from the Kixie account of the HubSpot contact owner, if one with the same email exists on Kixie. It is just as if that Kixie user opened their SMS window and texted the person themselves.
This feature is not meant to be an sms blast. Instead, it is meant to be a targeted approach to sending relevant texts to customers at the right times (a minute after opening a marketing email, when they are rotated to their contact owner, when their HubSpot lead score has reached your target).
Enabling Kixie's Hubspot SMS Automation
Please contact your account manager directly and/or contact email@example.com or call Kixie Enterprise Customer Support at +14248003330.
Please include the following information in your request:
1. The message you would like to send for your workflow, e.g.:
Hi, this is Jason with Kixie.com. I hope your Kixie experience is great!
Include variable fields either listed in [brackets] or with their exact spelling. See Variable Fields below for more information.
2. Your Kixie Customer support rep or account manager will provide you with a unique URL to input into the webhook action step of the workflow.
3. Create a Hubspot Workflow.
4. Set the workflow action to Trigger Webhook.
5. Set the webhook method to POST.
6. Enter the Webhook URL your Kixie Account Manager or Customer Service rep provided. (see image for example).
Use Kixie Variable fields to autofill pertinent customer data pulled directly from your CRM. (CRM integration required)
Kixie Default Template Fields
Customer First Name or [fname]
Customer Last Name or [lname]
Agent First Name or [ffname]
Agent Last Name or [llname]
Hubspot Custom Fields
You can use the data from any Hubspot field such as in this example:
Data we want to use in the SMS message:
Here we want to use the City field inside of Hubspot
Template message before it gets sent:
This is [ffname] [llname] from BestCity.
Thanks for visiting our [city] location.
The actual message that gets sent:
Hi, Bruce Wayne.
This is Jason Rep from BestCity.
Thanks for visiting our Santa Monica location.
For questions about this, please email firstname.lastname@example.org and/or reach out to your Account Manager for more information.