topic Re: Sakari integration - SMS received workflows in Marketing Integrations

Sakari integration - SMS received workflows

SamF1 — Mon, 27 Nov 2023 00:18:54 GMT

Hi everyone,

Our business uses Sakari for sending SMS via hubspot. We do this via workflows which works fine. We also engage various workflows when we receive replies to those messages.

Ideally we would like to tailor our workflow actions based on what marketing SMS has been replied to.

E.g. if Steve Smith replies to marketing SMS #1, send Task A to contact owner. If Steve Smith replies to Marketing SMS #2, send Task B to contact owner and set (insert contact property) to XYZ.

Our current SMS workflow structure looks a bit like this;

Flow 1) When sending SMS via workflows - we set a contact property called SMS Name.

Flow 2) When we receive SMS (SMS received trigger) - it engages a lead rotation workflow that rotates the contact based on some contact properties. This then feeds into flow 3.

Flow 3) Customised task sent to sales rep based on SMS Name property.

This works okay for us, but it's not bulletproof.

Is there a contact property that can tell us exactly which SMS has been replied to? How do you set-up your workflow structure to customise actions based on a response to a specific SMS?

Perhaps there's a super simple solution that I'm missing here! Thanks ya'll,
Sam

Re: Sakari integration - SMS received workflows

PamCotton — Mon, 27 Nov 2023 16:15:17 GMT

Hello @SamF1 thank you for posting in our Community!

I was not able to find a way, as Sakari is a third-party integration.

I would recommend approaching Sakari's support team to see if they can afford any discounts (support website here and email support at help@sakari.io)

And invite some of our top experts including a Sakari expert, @adamhorsman @MrJustinGivens any recommendations to @SamF1 matter?

Thank you,

Pam

Re: Sakari integration - SMS received workflows

adamhorsman — Mon, 27 Nov 2023 17:02:47 GMT

Thanks for the tag @PamCotton .

Hi @SamF1,

It's important to remember that text messages, unlike email, don't have a subject, so you don't have the concept of a text messaging thread. So if a customer responds to a text messages with a "Sounds great!", you don't have any understanding of context. This ultimately means you need to look at the timing of the received message and content to help make routing determinations.

Feel free to grab some time on my calendar and we can help you here: sakari.io/adam

Thanks

Adam

Re: Sakari integration - SMS received workflows

SamF1 — Mon, 27 Nov 2023 22:49:05 GMT

Hey Adam,

Yeah I hear you, it's difficult to place replies when there's no specific thread. It's a tricky one. Currently we do determine routing based on received message timings.

Appreciate the info, I'll be sure to reach out if I need a hand with this.

Thanks @PamCotton!

Cheers,
Sam

Re: Sakari integration - SMS received workflows

GCluster — Tue, 16 Sep 2025 23:13:46 GMT

Hi Adam, Im seeing this in 2025 and hoping there may have been some new capacity developed or learnings tied to this... for example can we set a trigger off of which workflows a contact has enrolled in - which along with timing and content could get us closer to the desired segment?

Re: Sakari integration - SMS received workflows

STierney — Wed, 17 Sep 2025 00:12:28 GMT

Hey @GCluster - thanks for posting in the Community!

@adamhorsman - are you aware of any updated functionality that would solve for @GCluster 's need here?

Shane, Community Manager