Sakari SMS Text Messaging Integration

adamhorsman
Participant | Partner

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

 

20 Replies 20
jennysowyrda
Community Manager

Thanks for sharing @adamhorsman!

0 Upvotes
blaircarpenter
Member

Are you able to comply with multiple international markets at once, OR, do you have a simple marketer-friendly way to ensure international compliance across markets? Our current systems are very opaque, and while we are a US company we have very active clients in Canada and Australia.

Also, is your US compliance process easy to use and automatically integrated?

adamhorsman
Participant | Partner

Hi Blair, 

We make compliance easy.  By selecting "Marketing" as messaging type in HubSpot we will automatically apply a localized opt-out message for your contacts market. 

 

Feel free to reach out to me at: adam@sakari.io and we can chat more. 

 

Thanks

Adam

0 Upvotes
blaircarpenter
Member

Do you also comply with localized requirements for "help" or support?

0 Upvotes
Alex5
Contributor

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

0 Upvotes
adamhorsman
Participant | Partner

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
Contributor
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

0 Upvotes
adamhorsman
Participant | Partner

Hi Alex, 

Assuming you want to use the internal SMS action, I would set it up like this: Screen Shot 2020-07-16 at 8.15.21 AM.png

Alex5
Contributor

Thanks Adam! Thats perfect. So will new contacts automatically be synchronised with Sakari as we add them.?

0 Upvotes
adamhorsman
Participant | Partner

Hi Alex, yes they will.  

Thanks

Adam

0 Upvotes
Alex5
Contributor

Hi Adam, Trying to get the basics working for a large client but not having success. The message was working then I changed the contacts number in the CRM it wont send. Can I call someone at your end? Thanks

0 Upvotes
adamhorsman
Participant | Partner

Hi Alex, 

Please reach out to us at help@sakari.io and we can connect with you.

Thanks

Adam

0 Upvotes
Slavica_JD
Participant

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

0 Upvotes
adamhorsman
Participant | Partner

Hi Slavica, 

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

Thanks
Adam

DanielMcFarland
Participant

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

0 Upvotes
PamCotton
Community Manager

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

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0 Upvotes
DanielMcFarland
Participant

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.

 

Screen Shot 2021-02-04 at 7.41.38 PM.png

 

 

0 Upvotes
adamhorsman
Participant | Partner

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
Participant

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. 

0 Upvotes
JFinney
Member

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.

 

0 Upvotes