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Hubspot text workflow2/24/2023 ![]() ![]() In your workflow, you will notice that some Actions will label a contact as Active or Inactive based on how they respond to your texts or whether or not they have participated in the workflow you established. Understanding The Contact's Workflow Status Use Text Alerts to Follow-up on Internal Notifications/Tasks- Set up a workflow to trigger an internal text notification when a prospect visits a key page or takes a key action.Welcome New Customers: When a lead is converted into an official customer, automatically trigger a welcome text with more information or simply follow-up.Nurture Prospects- Nurture prospects through the sales funnel with a series of automated text messages.For example, send a text follow-up to include a link to a blog post or additional information based on a visitor’s behavior or interest. Follow-up with a text campaign based on Page Views: Trigger a text to a page view workflow so when a visitor clicks on a certain link or page on your website, you can send them an SMS based on their specific area of interest.Send Triggered Texts for Downloads or Form Submissions: Send a series of highly-targeted text campaigns when a contact downloads gated content or completes a form submission.If/Then: Create a simple scenario where IF the contact responds to a text or does a certain action, THEN another form of communication will automatically generate and be sent to the contact or to your internal CRM.Here are some recommended HubSpot workflow examples: And in your HubSpot account, the outgoing or incoming messages will show under Details in your HubSpot Timeline. When a workflow is completed, the action will reflect in your EZ account under the Outbox section. Now that it is saved, select Review in the upper right to turn the workflow on.Īllow a few minutes for the workflow to process. ![]() Lastly, enter the information that you would like HubSpot to read from your EZ Texting account when sending a message. In regards to EZ Texting, it will be the action of sending out a message to the recipient connected to your HubSpot account. Now, click the plus sign to add the action or what you would like the system to do when a contact inputs their information to your HubSpot account. For example, the "First Name" column of your contacts may trigger a certain action when your contact enters their first name. ![]() You can choose the variable that will initiate the trigger of the workflow. Tip: There are pre-defined trigger variables within HubSpot. This means, what information that your contacts put into your HubSpot account will initiate the automated action in EZ Texting? In your HubSpot account, select Automation > Workflow.Ĭhoose Create Workflow to choose the type of flow you would like to use.Ĭlick on the title of the workflow to bring up the workflow Actions edit tab.įirst, you will want to define your trigger. Understanding Workflow Statuses Creating A Workflow in HubSpot If you would like to create automated workflow to reduce your time and efforts when communicating with your customers, here is how: ![]()
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