HubSpot Ideas

hroberts

Integrate SMS texts with Conversations

Add SMS text messages as a channel to the Conversations Inbox.

HubSpot Updates
September 12, 2024 09:25 AM

@zlw13 @JTree : The all new Custom Channels API is now in public beta! It is a sister API to the Conversations API and focuses on the use case of adding a new two-way messaging channel to Help Desk and Inbox for creating and updating two-way convesations back and forth across that channel.

August 01, 2024 08:15 AM

@zlw13 @JTree the Custom Channels API is in Private Beta with Public Beta being planned for sometime before the end of the year. I'll share more details (likely in a separate Community post but will link here) when I am able! Starting to talk to some app partners about it.

Delivered
July 30, 2024 09:50 AM

Marketing SMS Replies is now live!

June 20, 2024 01:52 PM

@JTree the feature that is in public beta is that any SMS message sent through HubSpot's SMS offering can be seen in the inbox. It sounds like you are asking about SMS sent through partner apps, like BulkSMS (or Sakari, Salesmsg, Kixie, etc). The ability for app partner SMS messages to appear in the Inbox is not a part of this release. But there is an upcoming API that those partners will be able to use to do so in the future.

In Beta
June 18, 2024 10:55 AM

As of today SMS Marketing Replies is in Public Beta. Any customer who has purchased the Marketing SMS Add-On is welcome to navigate to Product Upddates, click 'Join Beta,' and try it out. Knowledgebase article.

In Beta
May 13, 2024 08:31 AM

Hi all, a solution for managing replies to HubSpot's SMS for Marketers offering by seing those replies as conversations in the Inbox is currently in private beta - iterating towards a general release as the weeks go on. We are in the planning stages a more focused support/Help Desk offering as well.

 

SMS app partners, many of whom I've spoken with personally, there is an API coming later on that will allow you to properly get SMS messagses into Inbox/Help Desk (without having to do the weird 'turn it into an email' thing). 

In Planning
August 07, 2023 01:49 PM

Hey everyone - We are planning to add SMS into the Conversations Inbox. Would love to hop on a call to to learn more about your expectations. Please direct message me on the forum to setup some time to chat. Thank you! 

Being Reviewed
May 19, 2020 02:46 PM

We're currently evaluating SMS as a Conversations channel and will update this issue with more information in the next few months.

60 Replies
dagogtid
Member

This is also the number 1 feature we would like to see in HubSpot.

danielrnorris
Contributor | Elite Partner

Would love to see this implemented as I have a number of clients who use Sakari and it is painful that they cant manage incoming conversations like that.

Greatoutcomes
Contributor

SMS is my #1 feature I'd like to see too in Hubspot. I'm trying to find a product to integrate in for the interim. One product I tried was no good, so now I'm looking for suggestions, can anyone help? This is for confirming sales appointments or a sales discussion content, outbound call follow-up etc. 

NicoleJ
HubSpot Moderator

What is the latest on this?!

Greatoutcomes
Contributor

Best idea is to reach out to https://www.cradle.io/ they have deep expertise in SMS and Hubspot, through Sakari, plus bonus of VoiP phone too.  

adamhorsman
Participant | Partner

Hello, Adam from Sakari.io here.  We continue to mention/remind the HubSpot team about this.  The HubSpot developer day was last week, this was one of the items I brought up.  We'd love to see, as would customers. 

CGregory
Participant

This is a no brainer. This more-so helps the b2c businesses (which is probably why this doesn't have more upvotes) who have thousands of customers a day who, in a high majority of cases, prefer text over email. I was told in the sales process it could integrate (when discussing the inbox) and again after I made the purchase (both from the sales rep) that the company we use should be able to drive the integration, but I found out today from an onboarding member that it's not built in HubSpot to have anywhere to drive the integration to in the inbox feature- only under the contact, deal, etc.. This is a huge upset to us who does a large portion of our sales contacting through texting. Please add this!

RBowen2216
Member

We were told it was already integrated before purchase,now apparently its not, seems like a no brainer to me, we have thousands of customers who prefer communication through text messaging, we would have to find a service to use seperate from hubspot if there is no way to integrate this together making it not a streamline process from start to finish. More clicks lose sales. 

adamhorsman
Participant | Partner

We are an SMS provider with a native HubSpot integration.  We created a workaround to add SMS support to the conversations inbox.  You can grab some time on my calendar here and I can walk you through it: sakari.io/adam

MRF
Participant

We need this!

ehearty
Contributor

We've had this functionality working for about a year now using Message Media's email-to-sms gateway.

 

Customer texts & emails appear side by side in the same conversations inbox, and replies from our staff are transparently routed to the correct place (responses to texts are received as texts, emails are received as emails). 

 

It takes about 5 minutes to set up and test in the messagemedia UI (I believe they still offer free trials). Just add the email associated with your HS conversations inbox to the configuration below: 

ehearty_0-1640274336513.png

 

All text messages received will now appear in HS conversations, show up in the contact's activity timeline, etc. 

 

I can't speak for Sakari, but my guess is that they offer a similar solution. Might be worth shopping it around and seeing which provider you like best.

GregZ
Member

"Being reviewed" since 2018?  Is this really on the roadmap?  

chrisbrisson
Participant

@GregZ  Sadly this is on Hubspot to allow apps like SalesMessage.com to integrate. 

hopefully this year!

CP-BWG
Contributor

@adamhorsman Is there any way for the message in Conversations using your email-to-sms method to show up as sent from that contact rather than from the relay service?

CP-BWG
Contributor

@chrisbrisson Do you guys have a Conversations email-to-sms workflow in place yet, like @adamhorsman does with Sakari? (https://support.sakari.io/hc/en-us/articles/360040078191-How-to-Add-SMS-to-your-HubSpot-Conversation...)

propeller
Participant

We'd love to see this also. It really is a huge channel for our marketing as well as our sales team.

 

I see whatsapp seems to be in conversations but not SMS?

chrisbrisson
Participant

Good news! You can now reply to SMS texts right from your HubSpot conversations inbox with Salesmsg

 

Check out this article to learn how.

https://help.salesmessage.com/en/articles/6858453-new-how-to-add-sms-to-hubspot-conversations-inbox

 

CC: @propeller @CP-BWG 

CP-BWG
Contributor

This looks promising @chrisbrisson , but some questions:

 

1) do you strong all the txts from the same number in the same conversation? Sakari does this by appending plus addressing to the email address on the conversation. 
2) can we associate and lookup an associated contact to the conversation?

JLonergan
Member

I just hooked this up and it appears that each reply creates a new conversation - is there a way to keep replies from a customer in one conversation?  And it also is recongizing the contact as sales message and not the actual contact.  

chrisbrisson
Participant

@CP-BWG It's currently in BETA so updates are in the works. If there's anything you would like to add, we can add it. Btw, I sent you a DM.

 

1) do you strong all the txts from the same number in the same conversation? Sakari does this by appending plus addressing to the email address on the conversation. 

 

Yes all of the incoming/outgoing texts are stored on the contacts timeline when you reply from the inbox.

 

Markup 2022-12-29 at 16.17.05.png


2) can we associate and lookup an associated contact to the conversation?

 

Are you wanting the contact record to appear on the sidebar in that inbox converation?