Ulgebra Twilio Integration for HubSpot

Communication channels

The communication channels that can be used with this HubSpot integration are the SMS channel and WhatsApp channel.

SMS Channel

For using the Twilio SMS channel, a Twilio number has to be purchased. It is a two-way communication that is used for both sending and receiving SMS from clients. There would be a conversation cost for the messages sent using Twilio. The process of purchasing a Twilio number for the SMS channel can be found here. 

WhatsApp Channel

For enabling Twilio WhatsApp Channel, there is a process of signing up a request to access the channel. Twilio approved templates are required inorder to initiate a conversation with your clients.  The process of the same can be found here. The two types of messages available with this channel is template message and session message. 

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.

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.

Step 5: Now, go to any of your HubSpot contacts, and click the "Send Message" option under the "Twilio SMS and WhatsApp" option.

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

Step 7: Now, connect your Twilio number by clicking the "Add Numbers Now" option.

Step 8: You will be re-directed to your Twilio account. Click the "Add Senders" option to add the Twilio number.

Step 9: Select the type of sender from the drop-down and click "Continue".

Step 10: Select the number you want to use with the extension by clicking the check box and then click the "Add Phone Numbers" option.

Now, the number is added and ready to use the extension to send messages.

This is the installation of the application "Ulgebra Twilio SMS Integration".

How to add Twilio Numbers?

i) Numbers not associated with any services:

Step 1:  On the Twilio settings page in HubSpot CRM, select the "Incoming Events Sync" option. 

Step 2: You will be redirected to the Sync Incoming Messages page. Select "Enable SMS" for the required number and wait until the loading is complete.

Step 3: You will see "SMS Enabled" displayed for the number you selected. 

ii) Numbers associated with other services:

Step 1:  On the Twilio settings page in HubSpot CRM, select the "Incoming Events Sync" option. 

Step 2: You will be redirected to the Sync Incoming Messages page. Select "Enable SMS" for the required number.

Step 3: A pop-up will appear to confirm the number association. Click the "Confirm" button and wait until the loading is complete.

Step 4: You will see "SMS Enabled" displayed for the number you selected

iii) WhatsApp numbers

Step 1:  On the Twilio settings page in HubSpot CRM, select the "Incoming Events Sync" option. 

Step 2: You will be redirected to the Sync Incoming Messages page. Select "Enable WhatsApp" for the required WhatsApp number.

Step 3: A pop-up will appear to link Twilio WhatsApp with Ulgebra. Click the "Go to link WhatsApp number" button to proceed. 

Step 4: You will be redirected to the Twilio WhatsApp Senders page. Select the appropriate messaging service linked to your HubSpot CRM email ID. 

Step 5: Scroll down and click the "Update WhatsApp Sender" button.

Step 6: A pop-up will appear to reassign the sender. Click the "Re-Assign" button to proceed. 

Step 7: Return to the HubSpot CRM tab. In the pop-up  for linking Twilio WhatsApp with Ulgebra, select the option "I have assigned the service" to proceed. 

Step 8: Wait until the loading is complete and you will see "WhatsApp Enabled" displayed for the number you selected. 

Step 2: Once the message is sent, you will get notified of the sent message and it's status.

Step 3: You can view the message history added as notes under the "Activity" section inside each HubSpot contact.

Step 4: For viewing the Twilio messages inside HubSpot, under the "Filter Activity" section, enable the "Ulgebra Twilio SMS Integration" option.

Note: The messages can also be sent from the Deals, Tickets and Companies module.

Step 2: Enter the template name and enter the template message content in the text box. You can also fetch values using the "Insert fields" option.

You can also insert emojis/smileys using the available option. Select the Visibility type as the template has to be visible only for the admin or for all users.

Once all the required details are entered, click the "Save template" option so that the template will be saved and can be fetched later.

Step 3: Now, you can fetch the new created template inside the particular HubSpot module.

Chat view: In this view, you can view the messages you have sent or received with that particular client. With the available option at the top, select the "Chat View" option.

Select the sender and view the Twilio chat you have made using that particular Twilio channel. You also have the option to send reply messages by viewing the previous messages.

Conversations view: In this view you can view the conversations of the client from different channels. With the available option at the top, select the "Conversations View" option.

You can view the different channels listed from which the client has communicated.

Select the channel and view the conversations with that client made using the Twilio channel. You can also send replies by viewing the previous conversations.

You can also choose the sender and view the conversations under that Twilio sender.

Step 2: Select the type of channel. Enter the Sender ID and Display name. Select the Visibility type as to be viewed only by the admin or by all users. Once all the required details are entered, click the "Save Sender" option.

Step 3: Once done, you can fetch the sender from the drop-down. You can also pin the sender in default or delete it anytime.

Send messages to HubSpot contacts

Step 1: Go to any of the HubSpot contacts/deals/tickets or companies modules and click the "Send Message" option under the "Twilio SMS and WhatsApp" option on the right panel. 

Select the WhatsApp Sender from the drop-down. Select the approved WhatsApp template for initiating new conversations with clients. Click the "Send WhatsApp" option to send the message.

Step 2: Once the message is sent, you will get notified of the message and it's status.

Step 2: Under "Filter Activity", select the "Ulgebra Twilio SMS Integration" to view the message history in the particular module.

Step 3: Once done, you can view the message history added as notes under the "Activity" section.

Send messages from HubSpot Tickets

Step 1: Go to any of the HubSpot tickets. Click the "Send Message" option on the right panel under the "Twilio SMS and WhatsApp" option to send a Twilio message.

Step 2: View the message history added as notes under the "Activity" section.

Send messages from HubSpot Companies

Step 1: Go to any of the HubSpot companies. Click the "Send Message" option on the right panel under the "Twilio SMS and WhatsApp" option to send a Twilio message.

Step 2: View the message history added as notes under the "Activity" section.

Send  Twilio messages to contacts list

• Go to any of the HubSpot contacts. Click the "Send Message" option on the right panel under the "Twilio SMS and WhatsApp" option to send a Twilio message. 

• Click the "Add Recipients" option and find the "Select a List" option to insert the list and send messages to clients.

• You can also use the "search from contact" option to add multiple contacts.

Add the default country code to the selected numbers by using the option provided. 

[Note: If the country code is not added, messages will not be sent to the customers and it will be failed.]

How to set up workflows in HubSpot? Check here

Additional features - Check here