Log SMS texts sent to contacts in the CRM

When hitting the text message icon on the HubSpot Ap, it takes you to your texting screen on your phone, which is great. I think it would be very valuable to automatically log that text into the CRM if you hit that icon button on your contact's page. Right now it is set that you have to copy and paste that text back on the page. 

HubSpot updates
28 Replies
Brad-Poirier
Occasional Contributor

Two parts:

1) It would be great if one of the "Log Activity" could contain "Log a text message"

 

2) It would be even better if we could send text messages straight from the CRM.

- More often than not, text messages have been the preferred choice for clients/prospects. Not mass texts as there are already companies for that, but individual text messages for follow up etc.

For now, I just list it as a "Call", but really I'd like to log the text message and send from the CRM.

- Doesn't have to be "from" my number, as what happens when I call.

 

Screen Shot 2017-05-31 at 10.07.31 AM.png

 

 

Kara_Hubspot
New Contributor

It would be great if Hubspot identified a lead's phone type.  This is one site that does this - http://www.phonevalidator.com/   If it is a cell phone, a sales person can have the choice to text the lead.  An option to text within Hubspot would be amazing!

davekolb
New Member

We communicate with a lot of our prospects via text and have found it to be a very effective way to get a hold of people, especially on the first touch to set up a time for a call. People don't listen to voicemail anymore and most people are overwhelmed by email. Since it is a form of communication that works for us, we'd like it integrated into the UI so we can use it from the CRM, have the conversations added to the timeline, and eventually report on it.  

TkGSF
Visitor

I see that people have inquired about this in the past in one form or another, but no response from Hubspot (that I can see) but does Hubspot plan on integrating SMS into their contact structure?  Would love to be able to set up templates and sequences for texting the same way it's done for e-mails.  

HubSpot Moderator
HubSpot Moderator

Hi @TkGSF No plans that I know of at this time.  Can you add this as a post to our ideas forum and provide a bit more context and maybe a sample use case? 

 

Thank you,

Ed 

Grantslab
Occasional Contributor

We work extensively within Africa and South America where most of the population relies on SMS as a primary communication tool. Opting to access email etc as a secondary method of communication when and where internet is available. 

 

I would like to suggest an option to SMS contacts and have their replies stored in the CRM. 

Not through an automation, but as a direct communication tool like email or calls. 

In fact, it could just be a call option.  Call or SMS. 

 

I see massive value in facilitating communication in these regions and all over the world. It would make HubSpot really powerful. 

 

I have seen suggestions based on workflows and automation, however, SMS communication in bulk should be avoided in my opinion. This would primarily be a communication tool rather than marketing. 

blerch
New Contributor

Agreed!

With more options for reaching out, more options for logging would be great.  Including Log a text message, or log an InMail.

srinath
New Contributor

Hey Guys, 

 

    I ran into this thread when I was working on integrating my app RoloCRM. The app looks like the stock dialer/SMS/contacts on Android but updates and retrieves information from CRM on the fly.  

 

    You can actually SMS clients and have the SMSes automatically logged into the CRM. Client responses will get logged as well. You can schedule SMSs as well.  

 

    The app draws a clear line between personal and CRM contacts and does all your logging only for contacts you have in the CRM. 

 

   The HubSpot integration is NOT YET ready. But would any of you be interesting in trying it out when it is ready? I expect it to be in a few weeks. 

 

   The screenshots on Google Play should give you a pretty good idea if this will be a good fit.  

   https://play.google.com/store/apps/details?id=com.netmine.rolo.crm&hl=en

Kara_Hubspot
New Contributor

Yes, would love to try it out.

kprudente
New Contributor

I would also love to try out the integration.  I've been copy pasting all my texts as calls.  Automatic recording into the CRM would be be amazing.