Vonage
for HubSpot
About
Vonage is a cloud communications provider for business purposes. This platform enables API for communication using messaging, voice and video through various channels such as SMS, MMS and social media applications including Facebook Messenger, WhatsApp and Viber.
Key Features
Send messages from within HubSpot Contact
Send messages through the different Vonage channels
View the history of Vonage messages within HubSpot Contacts
Send messages through workflows using Vonage channels
Send messages to one more customers
Installation
Authorize HubSpot CRM.
Authorize Vonage account by entering the requested details.
Configure Vonage Sandbox for testing purposes.
Applications
Contacts
Send messages to any HubSpot Contact and view the conversations held with the Contact.
Channels
Within the Vonage account select 'Buy Numbers' under the Numbers section to purchase a number with SMS capabilities.
You can also add Social Channels such as WhatsApp, Viber and Facebook Messenger within the 'External Accounts' section by applying for a Business Account.
Enable different messaging channels on Vonage and choose the required channel to send messages.
Templates
Click on 'Manage Templates' within 'Send Vonage Message' in order to create or edit a template.
Enter the name of a template to be created or select a created template to be edited.
Enter the content of the template under Message.
Insert Contact fields if required.
Click on 'Save' to save the template.
Use the created templates to send Vonage messages.
Workflows
Select Vonage WhatsApp/SMS within workflows.
Enter the required details such as Vonage approved message template and Vonage number.
Select the message platform and country code.
Enter the Vonage credentials.
Click on 'Save'.
Send Messages using Workflows
Select any workflow.
Click on Enroll.
Choose the method in order to select the contacts manually for enrollment.
Select the Contacts to send Messages.
Enroll the Contacts in order to send the Messages.
