Grapevine SMS for Hubspot
The application Grapevine SMS for Hubspot helps in uninterrupted communication with customers leading to growth in business with the help of the SMS channel provided by Grapevine.
Pre-requisites for app installation
Should have Grapevine account and approved templates, please contact email@example.com
Should have Hubspot account
Send single SMS to Hubspot contacts
Send Bulk SMS
Send automated SMS response to customers and schedule SMS from Hubspot CRM
History of messages saved in timeline events
You will need to open an account directly with Grapevine in order to get Affiliate and Authentication code. Please contact firstname.lastname@example.org.
Go to the HubSpot marketplace and search for the application "Grapevine SMS for Hubspot".
Click on 'Install app' to install the application in Hubspot.
Select the HubSpot account you wish to connect Grapevine to.
Click on 'Choose Account'.
Click on 'Connect app' to authorize HubSpot account.
You would now receive the confirmation for the installation of the app.
Go to ant HubSpot contact.
You can now see the Grapevine SMS section at the panel on the right side.
Click on Send Message.
We now have to authorize the Grapevine account.
Enter the Grapevine Affiliate Code and Authentication Code.
Click on 'Authorize'.
This is the installation of the application "Grapevine SMS for Hubspot" and you will be able to send SMS using the application now.
Send SMS from Contact
Go to any of your Hubspot contacts.
Click on 'Send Message' under Grapevine SMS at the panel on the right.
The phone number of the contact would be visible under Recipients.
In case you wish to add multiple contacts, click on 'Add Recipients'.
Select the country code and enter the required contact number.
Click on 'Add'.
Click on Select a List to add all the contact within a HubSpot list.
Select the required list from the drop-down.
Also, search for any existing contact to add a specific contact.
Select the contact to add the contact under recipients.
In case the HubSpot contacts do not contain a country code, enter a default country code.
Select the condition for the application for the default country code.
Enter the message to be sent or insert a message template.
You can also insert the contact fields within the message.
Send the Grapevine message to the HubSpot contact.
Click on the Templates drop-down to view the list of message templates.
Select and insert the required template.
Click on '+Add New Template' to create a message template within the application.
Enter the name of the template.
Enter the content within the template.
Save the new message template.
Click on the edit icon to update an existing message template.
Make the required changes and save the updated template.
Set up Hubspot workflows
To create a workflow, click Automation-->Workflows-->Start from Scratch-->Name the workflow-->Next. Set up trigger as per your requirement and click the action as Send Grapevine SMS.
Then, to get your workflow code, go to any of the Hubspot contacts and click the 'Send Message' option under Grapevine SMS at the right side. Enter the message you wanted to send an automated message and use the "Get Workflow Code" option to get the code.
Now, scroll down and "Copy" the code which is displayed.
Paste the same in the workflow code section in workflows and replace some of the below values using the Contact Token value to get the values from Hubspot fields.
msisdn - Replace it with the Mobile or Phone number field in which the contact's number is present using the Contact token option.
recordId - Replace it with contact ID.
Click "Save" to save the workflow. Hence, whenever the condition is met the automated Grapevine SMS will be sent to the customer.
Send Bulk Messages through Workflows
Step 1: Create a workflow and set the action to be as Grapevine SMS. The action part will be the same as stated above.
Step 2: Save the workflow and click "Review and publish" so that your workflow will be on.
Step 3: Whenever you want to send bulk messages, go to the workflow created and click "Enroll" option at top right corner. Click either Enroll as list or Choose contacts to manually add the Hubspot contacts to whom you want to send bulk messages.
Step 4: If you click choose contacts, you will get the list of all Hubspot contacts. Select the contacts by clicking the check box near the contacts. Click Enroll contacts to trigger the workflow and the messages will be sent to the Hubspot contacts.
Thus, in this way you can send bulk messages to your Hubspot clients.
Message history inside Hubspot
To view all the messages inside Hubspot, click the filter activity, under integrations you will be able to view the Grapevine SMS for Hubspot application. Select the check box to view the message history.
The incoming and outgoing Grapevine SMS can be viewed inside Hubspot Activity Timeline.
Thus, in this way you can send and receive Grapevine messages and connect with your customers easily. This is the installation and working of the application Grapevine SMS for Hubspot.