Sakari SMS Text Messaging Integration

[adamhorsman]

Have questions about setting up or using the HubSpot text messaging integration from Sakari SMS?  Ask them here!

Want a direct line to our support team? Email us at: help@sakari.io

[RobertYoung]

If messages aren't triggering the way you expect, it's worth double-checking how your workflows are set up—especially if you're relying on property changes or specific deal stages. Also, make sure Sakari is properly mapped to the fields you're using in HubSpot. Small mismatches there can cause issues that aren't immediately obvious.

[VMorales5]

Our Hubspot> Sakari integration is not working. Messages aren't pushing through Sakari but say successful on the HubSpot workflow. 

[adamhorsman · Accepted solution]

Hello, please email help@sakari.io and we would be happy to help here. 

[VMorales5]

We've emailed several times and are not getting clear support. Is there a more direct email/ we would like to set up a screenshare because all HubSpot elements are triggering correctly but Sakari's SMS integration isn't picking up and actually sending.

[romanjustinen]

Why does Hubspot display the sakari integration on some tickets but not others?

[adamhorsman]

Hello, please email help@sakari.io and we would be happy to help here. 

[JRibordy]

I am having issues seeing the texts I have sent (some I can see, others do not show). I don't know if this has anything to do with the Beta  or not, but need it corrected. 

[adamhorsman]

Hello, please email help@sakari.io and we would be happy to help here. 

[JFinney]

Same issue with sent messages not populating properties.  Sakari support had to enable it.....  Only took a full day of troubleshooting to figure this out. Now it works.

[DanielMcFarland]

I sent a message to support, but I haven't heard back. I'm also confused as to how long a sms will sit in queued status before i'll know if it's been delivered or not. 

[adamhorsman]

Hi Daniel,

Happy to take a look.  Can you please send some additional information to help@sakari.io and the team can investigate? 

Thanks

Adam

[DanielMcFarland]

We're having issues with sent data not populating the appropriate fields. Can you please advise?

[PamCotton]

Hello @DanielMcFarland , could you please provide us more details on what is happening on your end?  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

Thank you,

Pam

[DanielMcFarland]

As you can see, I get the message received data, but the Message sent data doesn't populate. Makes it difficult to report on it.

[adamhorsman]

Hi Slavica, 

I see that you have a ticket open with our support team, we can follow up with you there. 

Thanks
Adam

[Slavica_JD]

Hi Adam, 

Can you advise on how to get SMS messages out via HubSpot Workflow, please?
We have tried and is not sending SMS messages but workflow states as complete.

Appreciate your help.
Slavica

[Alex5]

Ok - So we want to introduce Sakari but have questions:

How can we set up a contact owner to recieve a notification / reminder when a customer replies? Whats the best workflow to use? Is it possible to actually forward the reply to the contact owners phone or inbox?

I am really interested in your recommended approach. 

Thanks

[adamhorsman]

Hi Alex, 

To forward a reply to contacts phone, you have three options:

1. Sakari has a native forwarding option to a personal phone using User Notifications.

2. You can setup a workflow in HubSpot  with a trigger of a Sakari SMS message received and an action of an internal SMS to your contact owner. 

3. You can setup a workflow in HubSpot  with a trigger of a Sakari SMS message received and an action of a Sakari SMS to your personal phone number. 

Thanks

Adam

[Alex5]

Thanks for this. On this one:  ." You can set-up a workflow in HubSpot  with a trigger of a Sakari SMS message received and an action of an internal SMS to your contact owner. "

What is the recommended next level on the trigger option i.e. Valid, Status, Occurred so on. 

Then what date settings would you apply to the trigger to ensure the notification is instant.

Thanks

[adamhorsman]

Hi Alex, 

Assuming you want to use the internal SMS action, I would set it up like this: