I second this!
Lots of our chats with a contact today happen via sms and WhatsApp
Woukd be ideal to have these automatically logged as an activity
However until that tech is ready, even an activity type for text message would be great
@ATitheridge I dont think you will see a direct integration with Whatsapp anytime soon. Whatsapp does not give out an API.
There are apps that help with SMS integration (including mine that I mentioned above).
@srinath how does your app integrate with HubSpot?
Does the SMS get logged as a note? Or could you tell me (or link for me) about how it shows up in HubSpot?
@ATitheridge - SMS message gets logged in the call module as an SMSSnippet. The RoloCRM app decodes all entries and presents them to the user. Here is a sample screenshot of what it would look like on hubspot. The second screenshot ofcourse is what it looks like on RoloCRM. Hope that helps
@srinath Does your app work on iOs as well?
@barberja. No it does not. It is not easy for an app to get access to call and SMS on iOS. We are trying a workaround but I dont expect it to happen anytime soon.
Contact cards - logging activity - enables us to record Email, Meetings, and various types of Calls.
Can we add a field for recording Text / SMS Messages?
The way people communicate in the business world has expanded and evolved.
More importantly, the need to identify and track success is just as important.
We NEED the ability to track text messages (as well as LinkedIn…or other)
For a modern CRM, seems odd that neither are an option.
Add: LinkedIn / Text-SMS / Social
and/or just allow editing. There are countless others…met at a trade show, chat, etc..
Simplii’s SMS and phone integration logs all activity. This is one of the many features. Click to SMS or call a number from your email, a website, Hubspot etc… It will attach a copy to the contact with that phone number. It is a full business phone solution with integration to Hubspot. Let me know if you would like to see it and connect with me on Linkedin. Troy Kump
Troy-
I am looking for a solution for SMS, we communicate a lot with potential customes via text and I need to be notified within Hubspot when a contact reaches out via text. Do you provide that kind of integration?
RoloCRM is an android app that automatically logs customer calls and SMS messages to hubspot under your contacts.
RoloCRM (https://rolocrm.in) may work here.
You can get the app from Google Play
@FYXME_Jeff - This may work for if you setup hubspot to notify you when there a new activity for a contact.
RoloCRM automatically logs customer calls and SMS messages into hubspot. SMS message gets logged in the call module as an SMSSnippet. Here is a sample screenshot of what it would look like on hubspot
Fantastic idea. It is 2019 and more customers communicate via SMS with me every day than any other communication method. Having to put them in any of the other dropdowns is confusing. Log an email, Log a call, and Log a meeting is pretty specific. Log a Text seems like a logical addition.
How about just being able to Log a text message like we have the option to log a call? That seems very easy to impliment. Please add it! I want to be able to report on it also so I don’t look like I’m not working when I actually am.
We can log the text messages to Hubspot and provide reports. We give text free with our integration. We’re on te app store under Fusion, happy to show it to you if you like.
Please consider adding this as an option! We have more and more customers who prefer text communications every year and would love to manage this the same way we manage calls and emails.
Update on a solution:
We have licensed Salesmsg.com, which is text platform integrated with HubSpot. All the text messages are logged in the activity and we can send and recieve imagegs and videos which is essential for our business.
Additionally, we use a shared Inbox for the texting so if any customer contacts us, any Hubspot user can not only see the text but respond from the same number so to the customer it appears they are always talking to the same person.
You can also set up automations and workflows to text customers based on certain triggers, something we played with but have not totally rolled out.
SalesMSG is really reasonably price and takes seconds for the API to integrate, definently worth a try.
My company would love to be able to capture and log text/sms messages into an individual in the CRM. Great idea correct!
The ability to automatically log text messages would be super helpful to us, as well.
We rely heavily on sms to send and reviec information from customers on the daily. it would be extremely useful to have an integration or an adition made to the UI that allows easy Text and MMS logging through hubspot.
Alot of our customers either don’t use their emails or don’t have them, and the rely on sms to communicate outside of calls.
As a business we ask our customers to send photo so of problems they are having with machines, or of machines that they are wishing to sell, or trade in on newer products. at the moment its a bit of a case of double and tripple handling this information to get it into hubspot. Currently our process involves the customer sending photos to a dedicated mobile phone which we then access using google messages for chrome browser, and then we have to drag and drop the images onto the desktop and then add them to hubspot attachments for an associated deal. It just seems like alot of manual handling that could be automated into the hubspot interface somehow.
A solution to this problem would be amazing, life changing even!