HubSpot SMS Automation with JustCall Setup Guide

Overview

JustCall enables you to send text messages automatically or conditionally through HubSpot workflows for both contact and deal-based scenarios. Two methods exist for integrating SMS into HubSpot workflows.

Method 1: Using JustCall Actions

Setup Steps

1. Prerequisites: Ensure JustCall is integrated with your HubSpot account.

2. Create Workflow: Access HubSpot and create a new workflow or open an existing one.

3. Add Action: Click the plus (+) sign where you want to add the SMS action.

4. Select JustCall Action: Search for "JustCall" in the actions window. Choose between:

   • "Send SMS as HubSpot Contact Owner" - messages send from the contact owner's JustCall number
   • "Send a text message" - messages send from a single JustCall number

5. Configure Fields:

   • To Number: Use Contact Token to select the field containing the recipient's phone number
   • Contents: Enter message text; personalize using Contact Token for contact properties
   • From Number: Select your JustCall sending number
   • Contact Owner Field: Specify where the owner is marked (if using the owner-based action)

6. Save: Click "Save" to complete setup.

Result: Contacts enrolled in the workflow automatically receive SMS messages from JustCall.

For deal-based workflows, see the guide on "Send SMS as Deal Owners in HubSpot workflows."

Method 2: Using JustCall Campaigns

Setup Steps

1. Access Automation: Go to JustCall's text automation section.

2. Find HubSpot: Locate "HubSpot" under "SMS Workflows" in the sidebar.

3. Connect Account: Click "Connect" to authorize your HubSpot account, then refresh the page.

4. Create Campaign: Click "Get Started" to begin creating an automation campaign.

5. Name Campaign: Select a name for your template to aid identification and A/B testing.

6. Select Workflow Type: Choose between Contact-based or Deal-based workflow and click "Generate" to obtain a Template ID.

   Contact-based workflows use contact properties (first name, last name); deal-based workflows use both contact and deal properties (deal amount, deal name, etc.)

7. Choose Sending Number: Select the JustCall number for outgoing messages and click "Save."

8. Select HubSpot Account: Choose the HubSpot account with workflows access and click "Save."

9. Compose Message: Type the SMS content for your customers.

10. Generate Campaign: Click "Create campaign" to receive a confirmation with your Template ID.

11. Return to HubSpot: Create or open an existing workflow.

12. Set Property:

    • For contacts: Select "Set Contact Property Value"
    • For deals: Select "Set Deal Property Value"
    • Choose "JustCall Workflow ID" as the field

13. Enter Template ID: Paste the Template ID from Step 10 as the property value and click "Save."

Result: Every enrolled contact receives the configured message; status displays as active.

Additional Notes

• Create multiple campaigns with different enrollment criteria to target various contact groups
• For customizations like messaging all contacts associated with a deal, contact support at help@justcall.io