Hubspot
HubSpot Workflows, HubSpot Forms
The SmartDialog service platform has a direct and reliable connector to implement smart messaging services as part of HubSpot.
With a SmartDialog integration, you can manage 1-way (outbound) and 2-way (inbound) messaging yourself in HubSpot by adding sending and receiving messages as a part of your customer journeys. For example, you can send individual SMS or WhatsApp messages as part of HubSpot’s workflow or implement message campaigns by utilizing marketing automation processes in HubSpot.
In addition to the API interfaces, you can monitor the message traffic with SmartDialog’s user interface, where you can see accurate statistics and all message events.
Connector features
- Sending and receiving messages + smart chat conversations
- Sending and receiving messages (SMS, WhatsApp) via HubSpot's workflows
- Creating templates for message campaigns with personalization
- Messages' delivery status and monitoring
- Sending response messages to received messages, automation configurations and follow-up actions based on responses
- 2-way dialog chats (SMS, WhatsApp)
- Integration with HubSpot forms, forwarding phone numbers with Webhook and sending codes to contacts with SMS
- Management of contacts and groups
- Adding contacts to groups
- Remove contact(s) from groups
- Updating contact information per group
- Contact information synchronization via Azure AD
Connector’s applications
Processes & Workflows
Messaging via SMS and WhatsApp channels as part of customer-specific processes and HubSpot’s workflows. Create automatic workflow actions when receiving customer messages.
Outbound messages
Send advertising and sales campaigns to desired target groups or individual recipients. You can manage submissions directly in HubSpot.
Inbound messages
Integrate SmartDialog’s services into HubSpot 2-way communication. Receive orders, payments, donations, collect feedback, and do NPS surveys.
References
Hedin Automotive
Hedin Automotive Oy represents eleven car brands in Finland
Need
A reliable, global, GDPR-compliant and flexible solution for handling customer communication as part of marketing automation.
Solution & benefit
“SMS messaging was integrated into Hedin Automotive’s back-end system. With the help of the service, Hedin Automotive’s location-specific customer communication was automated using 1-way and 2-way SMS messaging.
Thanks to the integration, Hedin Automotive can improve its messaging and receive accurate statistics and reports for follow-up.”
Requirements for integration
SmartDialog license
The integration requires a SmartDialog account license and message services: 1-way or 2-way depending on whether you need to send or also receive messages.
Processing of services and personal data is as part of the contract process.
Numbers and connection
To receive messages, you need either a short number, a virtual longcode number or a WhatsApp number of a WhatsApp Business account.
Ordering, installation and use of number identities used in SmartDialog integrations is done through us on a turnkey basis.
SmartDialog connector
In addition to the SmartDialog license and messaging connections, Hubspots’s SmartDialog connector is required, which you can get from Arena Interactive or Salesforce.
After implementing the service, you can immediately use it directly in HubSpot’s Workflow user interface.
Additional information
You can find detailed documentation about the API interfaces in our Open API portal:
Get SmartDialog’s message services for test use via our trial subscription
Purchase our service here or via our sales sales@arenainteractive.fi
SmartDialog’s customer support every weekday in English, Finnish and Swedish support@arenainteractive.fi