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

Step 3: A pop-up will appear to connect Ultra Twilio Sync by Ulgebra to HubSpot. Scroll down to continue.

Step 4: Now, select the check box agreeing to the terms mentioned and click the "Connect App" option.

Step 5: A pop-up will appear indicating that Twilio has been installed in your HubSpot account. Click the "Go to HubSpot" button.

Step 6: You will be redirected to a page displaying your HubSpot accounts. Select the account you want to log in with.

Step 7: You will be taken to the HubSpot homepage. On the menu bar to the right, click the CRM icon and select "Contacts".

Step 8: Now, select one of the contacts to proceed. 

Step 9: On the contact's page, scroll down the leftmost panel to locate the Twilio SMS & WhatsApp section. Click the "Send Message" button in that section. 

Step 10: A sign-in page will now appear. Sign in using your email ID or with Google. It is recommended to use the same email ID that was used to log in to the CRM. 

Step 11: You will be directed to the HubSpot authentication page. Click "Authorize Now" to continue.

Step 12: A pop-up will appear to connect Ultra Twilio Sync by Ulgebra to HubSpot.  Choose the account you want to login with and click the button "Choose Account".

Step 13: A pop-up will appear again indicating that Twilio has been installed in your HubSpot account. Click the "Go to HubSpot" button.

Step 14: You will be redirected back to HubSpot. On the Complete Authorization page that appears, click the button "Refresh" to proceed.

Step 15: A pop-up to authorize Twilio will appear. Click the "Get Here" button to get the Account SID and Auth Token from the Twilio Console page. 

Step 16: On the Twilio Console page, copy the Account SID and Auth Token, then paste them into the Twilio authorization page in HubSpot. 

Step 17: A pop-up to add more users will appear. Search for the email IDs and click the "Add user by email" option. 

Step 18: On the page to send messages, click the profile icon to go to the settings page. 

Step 19: In the Twilio for HubSpot CRM settings page, click the "Open in New Tab" option to view the page in full screen.

How to add Twilio Numbers to get incoming messages into HubSpot?

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(Ulgebra Integration HubSpot CRM-Email ID) 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: For viewing the Twilio messages inside HubSpot, under the "Filter Activity" section, enable the "Ultra Twilio Sync by Ulgebra" option.

Step 4: You can view the message history added as notes under the "Activity" section inside each HubSpot contact.

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

Step 2:  Click on the  "New Template" option at the top of the templates page.

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. 

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 "Template" HubSpot module.

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 "Ultra Twilio Sync by Ulgebra" 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