MessageBird for Hubspot

Step 2: You will be re-directed to the extension settings page. Authorize your Hubspot CRM and Messagebird account by clicking the "Authorize Now" option.

Step 3: Choose your Hubspot account by selecting the check box and then click "Choose Account".

Step 4: Now, a set of app accessing request will be displayed. Kindly go through the same and accept it by clicking the "Connect App" option.

Step 5: Select the check box displayed as "I'm not a robot".

Step 6: Now, you can view that your Hubspot account is authorized successfully. For authorizing your Messagebird account, enter your Messagebird API key which you will be getting from your Messagebird dashboard.

Step 7: Copy the live Messagebird API key and paste it in the extension settings page.

Step 8: Now, you can find your Messagebird account authorized. In Step 3, enter the Messagebird WhatsApp Channel Namespace incase if you are going to use the WhatsApp channel. You can get your WhatsApp Channel namespace in your mail once the WhatsApp channel is created in the Messagebird or it also same as the Template Namespace ID in your Messagebird. Also, select the default country code and save it.

This is the installation and setup of the application "Messagebird Sync by Ulgebra".

Application working

1) Send Messagebird messages to Hubspot contacts

Step 1: Click any of the Hubspot contacts. Scroll down the right panel and check for the option "Send Messagebird Message".

Step 2: You can either send messages if you already had a conversation going on within 24 hours window or can initiate a new conversation if it is outside 24 hours window.

Step 3: If you click the Channel conversations, you can view the one-to-one conversations you have made with the client and can send messages from there.

Step 4: If you want to initiate a new conversation, then you have to select the channel and the approved templates and click "Send" for the messages to be sent.

This is how you can send messages to your Hubspot contacts using the Messagebird extension.

2) Send messages to clients using Hubspot workflow

Step 1: Under "Automation", click the option "Workflows" to create a new workflow.

Step 2: Click "Create Workflow" option to create a new workflow.

Step 3: Create the workflow from the scratch and name your workflow. Click "Next" to proceed further.

Step 4: Set up the trigger or the condition for the workflow to be triggered. Select the condition and "Save" it.

Step 5: Once you have setup all the conditions and filters, Save it.

Step 6: Now, setup the action for the trigger by clicking the "+" symbol.

Step 7: Select "Send Messagebird message" option

Step 8: Enter all the required details like the approved message template, phone field, Messagebird credentials and country code, etc., Once all the values are entered, Save it.

Step 9: Now, click "Review and Publish" to activate the created workflow.

Step 10: Select the condition for the contact enrollment and click "Turn On".

Step 11: Now your new workflow is created and it is active.

3) View the history of messages inside the Hubspot contact

Step 1: Click any of the Hubspot contacts. Click the filter activity inside the contact and select the option "Messagebird Sync by Ulgebra" under the "Integrations".

Step 2: Once done, you can view all the sent and received Twilio messages inside the Hubspot contacts.

Thus, in this way you can receive and send Messagebird messages inside Hubspot CRM and connect with your customers easily. This is the installation and working of the app "Messagebird Sync by Ulgebra".

Pricing plans and features