HubSpot

Once installed, the Edgility integration will appear in the Actions bar on the right of your screen, when you open any contact profile.

To send a message to your contact, simply click Send SMS

The SMS Chat window will appear with your SMS conversation thread – in the sample below we’re sending our first message to this contact.

Select your Sender ID using the FROM dropdown, type your message in the content box, use merge fields (contact’s data in Hubspot) or choose from a pre-saved template.

Your message will appear in the SMS thread along with any replies.

A log of messages sent and received from the contact will appear in the Activity List in their Contact profile.

4. Sending Bulk SMS from HubSpot

Our Edgility integration allows you to add inbound SMS as a trigger (if you have purchased a Virtual Number) or outbound SMS as an action in your HubSpot flows.

Once the integration is installed and configured, it will appear in your Enrolment triggers and Actions in HubSpot workflows. Simply click to add an action to view the options available – scroll through the list to find Edgility as the action.

Sending to a specific group of contacts is as simple as creating the audience in a workflow and setting the action to SMS for sending. In the case of meeting reminders or confirmations, you could compose a workflow using a combination of HubSpot “Delay” and Edgility sending action as below:

Message composition includes the ability to insert merge data specific to the contact as per the example above. A simple SMS workflow would look something like this at a minimum.