HubSpot Ideas

leebetts

Send SMS meeting reminders

Other meeting booking platforms such as You Can Book Me allow you toautomatically send SMS remnders just before a meeting. This greatly reduce no shows (by about 50% in our case). A hugely valuable addition for any business that hosts meetings.

 

We'd really love to see you implement SMS reminders.

15 Replies
maxwel
Member

totally agree

KillianT
Member

Any update on this subject ? Is it something we can expect ? 

It would be SO valuable for any sales team. 

Educconnect
HubSpot Employee

To send an SMS you need an SMS platform and also you need to buy a bulk of SMS based on the country you are sending the SMSs to.

 

Remember that Hubspot is adding the appointment to your calendar, whether it is Gcal or Office 365, there is many addons for these calendars to send SMS reminders but not for free.

chrisbrisson
Member

Hi @leebetts, you can do this using Salesmsg. In fact, we created a video on how to setup appointment reminders to reduce no shows.

 

You can watch it here:

https://www.salesmessage.com/clm-part-2-appt

Hassanraza1122
Member

For sms marketing you can aslo check sms related information on google and aslo on hubspot article

marissacurry
Participant

Any updates on this?

benzil
Top Contributor

We've worked out a way to do this using Zapier, however, it will only allow us to automate text messages when the contact has scheduled the meeting in their meeting tool - no when we have scheduled the meeting. 

 

Here's what i have set up, in case it's useful for others

 

Vidyard Recording

 

If anyone can help advise how we can also capture those who have scheduled their own meeting that'd be helpful. 


I do feel this is something that HS should definitely integrate, or at the least, a way to consider ALL meetings booked with the contact, regardless of whether they booked it via the meeting tool, or if we booked it in

marissacurry
Participant

Hi Benzil, 

 

Thank you so much! We'll check it out. 

 

Best, 

Marissa

ekoenergy
Member

YESSSSS! We would love this also

YiRui_Chua
HubSpot Employee

Hi! 

Commenting for a customer here.

When it comes to workflow and SMS app integration, notice that we are not able to "send out a text message" depending on the task that is scheduled in the contact timeline.

For example, I have a task with a deadline on 26th Feb. I should be able to use this deadline as a trigger to send my SMS; e.g. 1 day before deadline > first sms
1 hour before deadline > Final sms reminder

I think this applies not just to SMS, but perhaps for email as well where we need more flexibility, other than standard fixed delays to send out notifications to customers.

TroyDean
Participant

I don't mind using a 3rd party app to send the SMS, I just want to be able to program the HubSpot workflow to trigger it 1 hour before the call, not 1 day before. Also, when people reschedule (which they do) we need to reset the meeting time and start the workflow again. I would expect a tool as expensie and sophisticated as HS to do this already.

 

Please fix him for us 🙂

MCorry
Member

Yes please!!! Agreed. We need this!

argometrix
Member

I had to spend over 6 hours figuring out how to set up SMS reminders for meetings. Due to HubSpot's design deficiency, my efforts took a long time for the following 2 reasons:
1- HubSpot does NOT make a meeting date and time available for third party apps or workflows to use as an event trigger
2- HubSpot workflows do NOT support variable delayed response based on a meeting date and time in units of hours and minutes. Instead it only offers "days" and the reminders need to be hard coded for a specific hard coded time i.e 8 am, 9 am etc. This is terrible and frankly backward in 21st century. The result is hours of time spent figuring out what to do and make major compromises in the process.

3- Also, the workflows do not re-enroll a contact if a meeting is created from inside the CRM record. It has to be a meeting form submission. This makes it limited to forms only. 

 

These deficiencies need to be fixed so that SMS reminders can be set up to be sent 60 minutes, 3 hours, 24 hours etc before meetings. whether they are scheduled using forms or from inside the CRM. 

 

 

markstruczewski
Contributor

I just left Calendly today because I wanted to use Hubspot for my Meetings as well as my CRM. It's disappointing that this feature was first added here in 2018. Calendly added SMS texting AFTER 2018, so why can't Hubspot do it?

John260
Member

Zapier is fragile and cant really accomplish this well.   

 

This app does exactly this, sends SMS reminders based on meetings/events pre or post meeting start times.    It pulls phone numbers from your Hubspot contacts, syncs w/ your Google/Outlook calendar and sends out sms/text reminders prior to your meetings.

https://ecosystem.hubspot.com/marketplace/apps/sales/scheduling/greminders-918950

 

You can setup whatever templates you need based on keywords/criteria, etc...