HubSpot workflows allow you to automate tasks in HubSpot. You can use workflows to send bulk texts to contacts based on certain criteria.
There are a few ways to send bulk texts from HubSpot.
1. Use the HubSpot SMS app.
The HubSpot SMS app is a free app that allows you to send and receive SMS messages from within HubSpot. To use the app, you'll need to create a BulkSMS account and connect it to your HubSpot account. Once you've done that, you can start sending bulk texts by following these steps:
- Go to Contacts in HubSpot.
- Select the contacts you want to send the text message to.
- Click More and select Send SMS.
- In the Send SMS window, enter your message and click Send.
2. Use a third-party SMS provider.
There are a number of third-party SMS providers that integrate with HubSpot. These providers offer a variety of features, such as the ability to send bulk texts, track text message delivery, and create custom SMS templates. To use a third-party SMS provider, you'll need to create an account with the provider and connect it to your HubSpot account. Once you've done that, you can start sending bulk texts by following the instructions provided by the provider.
3. Use HubSpot workflows.
HubSpot workflows allow you to automate tasks in HubSpot. You can use workflows to send bulk texts to contacts based on certain criteria. For example, you could create a workflow that sends a text message to contacts who have opened a specific email or visited a specific page on your website. To create a workflow, follow these steps:
- Go to Marketing in HubSpot.
- Click Workflows.
- Click Create Workflow.
- Give your workflow a name and select the trigger that will start the workflow.
- Add actions to your workflow. For example, you could add an action to send a text message.
- Click Save.
Once you've created your workflow, it will start running automatically. Any time a contact meets the criteria you specified, they will receive the text message you specified.
Important considerations
When sending bulk texts from HubSpot, there are a few important things to keep in mind:
- You must comply with all applicable laws and regulations.
- You must obtain consent from contacts before sending them text messages.
- You must be careful not to send too many text messages, as this could be considered spam.
- You must track the delivery of your text messages and ensure that they are being delivered successfully.
By following these tips, you can safely and effectively send bulk texts from HubSpot.