Send SMS via Deal

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Regular Contributor

We would like to send our leads SMS messages directly from the CRM and from the Deal, not the Contact. The Deal is where all our activity takes place and is recorded on the timeline.

 

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Top Contributor | Diamond Partner

Hi @jsto - you could achieve this by creating a Deal CRM Extension and so it will appear in the right hand margin of a deal:

 

Screenshot 2019-09-26 at 07.04.40.png

 

Let me know if you need help doing this: daryn.smith@mpull.com

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Top Contributor | Diamond Partner

Hi @jsto - you could achieve this by creating a Deal CRM Extension and so it will appear in the right hand margin of a deal:

 

Screenshot 2019-09-26 at 07.04.40.png

 

Let me know if you need help doing this: daryn.smith@mpull.com

Regular Contributor

Thank you Daryn,

 

Would this solution involve another vendor outside of HubSpot? We're on a 14 day trial with Salesmsg, but they've been very slow to respond to questions. We'd like to keep our current numbers as well.

 

Thank you in advance,

Jason

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Top Contributor | Diamond Partner

Hi @jsto you can continue to use SalesMsg - the CRM extension would just reference their API. 

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Regular Contributor

Thank you @darynsmith. Are the text messages sent directly through HubSpot?

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