Grapevine SMS for Hubspot

About

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

Features

Application Installation

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.

Applications

Send SMS from Contact


Message Templates

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.

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.

Manually Enrollment for Selecting the Contacts for Sending Bulk Messaging

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.

Enrolling Bulk Contacts for Sending SMS

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.

Enabling Grapevine Integration under Activity Section

The incoming and outgoing Grapevine SMS can be viewed inside Hubspot Activity Timeline.

Viewing SMS History under Activity Section

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.