Send & Receive SMS / WhatsApp

Send & Receive SMS

To send and receive SMS from HubSpot interface, Messaging Cloud offers Conversation Widget and Conversation View on Contacts. A free trial account will be able to send up to 10 free SMS to contacts and to receive SMS, you need to upgrade to a paid account. Follow this step to get started,

Step 1: Open any record on HubSpot, you will be shown a CRM conversation widget on right hand side as shown in below image,

Conversation Widget

Step 2: Click on Send SMS to open conversation view in a popup and here you see contextual conversation history. Compose your message by including personalization tokens, emoji’s, media, texts or templates. 

conversation view

 

Contextual SMS & WhatsApp

Let your Sales and Service team look into existing conversations right from the deals object and tickets object.

Screenshot 2022 09 28 001708
Texting on Deals Object
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Texting on Tickets Object