ClickatellSMS for HubSpot CRM

About

HubSpot CRM has a centralized database that allows users to align their marketing, sales, and customer service efforts and provide best-in-class experiences to their clients. It is one of the most efficient platform with variety of features available even in free version like linking your Hubspot account to social media platforms like Instagram, Twitter, LinkedIn, etc for making your business much more reachable.

Clickatell SMS gateway which offers you one-way as well as two-way SMS service on more than 1000 different mobile networks providing you a much more marketing space globally.

And here we Ulgebra are with our integration Clickatell SMS for HubSpot making your work much easier providing you a combination of both these platforms for making your business much easier and more efficient.

Application Installation

Step 1: Go to the Hubspot marketplace and search for the application "Clickatell SMS by Ulgebra". Click the "Install App" option to install the application from the Hubspot marketplace.

Installing Clickatell Ulgebra Extension from Hubspot Marketplace

Step 2: Choose the Hubspot account in which you want to access the extension.

Connecting Clickatell Integration with Hubspot
Connecting Clickatell Application with the Hubspot

Step 3: Sign in to Ulgebra using any of the options to continue. You can use either sign in with google or sign in with email option.

Note: Make sure you are signing in with your Hubspot mail ID.

Sign in to ulgebra using Email

Step 4: Now you will get notified that the extension is installed and the modules in which you can access the extension to send messages. Click the "Go to Hubspot" option to go back to your Hubspot account.

Extension installation notification

Step 5: Now, go to any of your Hubspot contacts, and click the "Send Message" option under the "Clickatell for Hubspot" option.

Selecting Send Clickatell SMS inside Hubspot Contacts

Step 6: Authorize your Clickatell account by entering your Clickatell API Key. You can get your credentials by clicking the "Get here" option. Once the values are entered, click the "Authorize Now" option to authorize your Clickatell account.

Authorizing Clickatell  Account

If you are unaware of your Clickatell API key , select the " Create or Get Here " option. You will be redirected to the API integrations page of your Clickatell account if you are already logged-in into your Clickatell account.

  • You can create new API keys if not already created by using the option " Create One API integration ".

 Creating New API Keys using the option " Create One API integration "

In the next screen,

  • Enter the API name

  • Select the Integration type

  • Click on " Generate API " option

Selecting Integration type and Generating New API

Send single SMS to Hubspot contacts

Step 1 : Select the contact to which you need to send message and click on " Send Message " option.


Sending Clickatell SMS inside Hubspot Contacts

Step 2 : Select the " Add New Sender " option add new senders.

Selecting Add New Sender for adding New Senders

Step 3 : In the next screen ,

  • Select the message channel.

  • Enter the Sender ID.

  • Enter the Display name & click on " Save Sender " option.

Entering and Saving New Sender Details

Step 4 : In the next screen , Select your desired sender. You can view the selected contact in the Recipient section.

  • Enter the country code in the " Default country code " area along with "+" . Then select the " do not add country code " option, if the Phone/Mobile number field of your contact is already with Country code.

Adding Country Code to Recipient Number Using options from the List
  • Select the option " add for all phone numbers " option , if the Phone field of your contact is without Country code.

  • Select the option " add if phone number starts with zero " option , if the Phone field of your contact starts with Zero.

Adding Country Code to Recipient Number Using options from the List

Step 5 : Enter your message in the Message area,

  • You can also insert custom fields using the options " Insert User fields " & " Insert Contact fields " .

  • Click on the emoji's icon to access your Emojis Keyboard just to make your statement more expressive.
    Then click on the
    " Send SMS " option.

Creating SMS using the Custom User and Contacts Fields

Step 6 : In the next screen, You can view the Message status.

Checking Message Status for Sent SMS

Insert Templates

Step 1 : Click on the Insert templates option and select the " Add New Template " option.

Adding New Templates for Sending Custom SMS

Step 2 : In the next screen,

  • Enter the Template name

  • Type or Copy the text content in the message area

  • You can also insert custom fields using the options " Insert User fields " & " Insert Contact fields " .

  • Click on the emoji's icon to access your Emojis Keyboard just to make your statement more expressive.
    Then click on the
    " Save Template " option.

Adding Custom Fields and Emojis for Sending SMS

Step 3 : You can view and manage your created templates here.

View and Manage Created Templates from the Template option

Send bulk SMS using List

Step 1 : Select any contact and select Send message option.

  • You can send Bulk SMS to your Hubspot contacts by selecting the created list in your Hubspot account.

  • You can also search and add the contacts to which the SMS has to be sent.

Adding Recipients for Sending Bulk SMS for Hubspot Contacts

Step 2 : You can also include contacts by entering the Phone/Mobile numbers manually along with the country code.

Adding Country Code to Recipients for Sending Bulk SMS

Step 3 : After selecting the Recipients ,

Enter the country code along with
"+" and select the option as " add if phone number not starts with country code " , if some of your contacts are without country code.

Adding Country Code to Recipient Number Using Options from the List

Step 4 : Enter your message in the Message area,

  • You can also insert custom fields using the options " Insert User fields " & " Insert Contact fields " .

  • Click on the emoji's icon to access your Emojis Keyboard just to make your statement more expressive.
    Then click on the
    " Send SMS " option.

Adding Custom Fields and Emojis for Bulk SMS

Step 5 : In the next screen, You can view the Message status.

Checking Message Status for Sent Bulk SMS

Manage App Users

Step 1: Select any contact and click on " Send Message " option.

Selecting Send Message Option for Managing Users

Step 2: In the next screen, Click on your Profile icon and select the " Manage App Users " option.

Selecting Manage App Users

Step 3: In the next screen, Your Hubspot users will be displayed. You can manage your Users here.

  • You can add your desired users by using the " Add " option.

  • You can also click the " Add all " option to make all of your Hubspot users to use your Clickatell credentials to send message.

  • You can remove all of your Hubspot users by clicking the " Remove all " option.

Connecting Hubspot User with Clickatell
  • Once you have added your Users, you can remove them individually by using the " Remove " option.

Removing Connected Hubspot Users with Clickatell

How to set up workflows in Hubspot? Check here