Embedded Files
Other additional features
Other additional features
Go to any of the HubSpot contacts/deals/tickets or companies modules and click the "Send Message" option under the Twilio option on the right panel.
Click your profile at the top right to view the additional features.
View your authorized HubSpot and Twilio accounts. You can also re-authorize your accounts.
Get the workflow webhook URL and parameters.
Get desktop notifications of the messages.
Configure incoming messages feature for WhatsApp sandbox number (Testing purposes only).
Manage the app usage for users.
How to get desktop notifications of Twilio messages?
How to get desktop notifications of Twilio messages?
Step 1: 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 profile and check for the option "Message Notifications".
Now, enter the user's email ID in the space provided and click the "Add User" option.
Step 2: After adding the user, copy the "Subscriber Invite Link" and share it with the respective user for configuring the incoming message notifications on their desktop.
Step 3: The user has to copy and paste the invite link into their chrome browser.
The user has to enable the notification and sign in to Ulgebra using the mail Id invited by the admin to receive notifications.
Step 4: Once signed in, click the "Start receiving notifications on this browser" option.
Step 5: Now, you can view that the invite is being accepted and the inviter mail ID is recorded for reference.
Step 6: Now, once an incoming message is received, the user will get notified of the message.
Step 7: Once you click the notification, you can view the received incoming message and will be re-directed to the corresponding HubSpot contact details.
This is how you can setup desktop notification of messages for HubSpot users.
How to configure the incoming message feature for WhatsApp Sandbox?
How to configure the incoming message feature for WhatsApp Sandbox?
Step 1: 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 profile and check for the option "Incoming messages".
To configure incoming message for WhatsApp sandbox number, click the "Add Numbers Now" option.
Step 2: Click the "Integration" option and copy the Request URL from the Twilio account.
Step 3: Paste the same on the Twilio WhatsApp Sandbox Configuration in both the boxes and "Save" it.
Once done, you can view the incoming messages from the WhatsApp Sandbox number recorded inside the HubSpot contact/deals/tickets or companies module.
How to share account credentials with other users?
How to share account credentials with other users?
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 profile and check for the option "Manage App Users" to grant permission to users to access the extension and send Twilio messages to clients.
In the admin system, view the list of users and add the users who want to use your credentials to send Twilio messages to clients.
Once added, now in the user system, you can view the account shared by the admin or you can also use the "Use another account" option to configure a new Twilio account with your HubSpot account.
This is how you can manage users to use your Twilio credentials to send messages to clients.
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