Sales Integrations

jsto
Contributor

Send SMS via Deal

SOLVE

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.

 

HS.jpg

2 Accepted solutions
darynsmith
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Send SMS via Deal

SOLVE

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

Daryn Smith
Chief Strategy Officer
Huble Digital

View solution in original post

JDundas
Solution
Member

Send SMS via Deal

SOLVE

Howdy, @jsto!

Have you considered using a third party software to solve this issue? Aloware is a contact center solution that would allow you to send SMS inside the deal page in HubSpot which would solve your problem. Any chance you're free for a demo of our software and how it works with HS?

Regards,
Jeff

View solution in original post

6 Replies 6
JDundas
Solution
Member

Send SMS via Deal

SOLVE

Howdy, @jsto!

Have you considered using a third party software to solve this issue? Aloware is a contact center solution that would allow you to send SMS inside the deal page in HubSpot which would solve your problem. Any chance you're free for a demo of our software and how it works with HS?

Regards,
Jeff

kvlschaefer
Community Manager
Community Manager

Send SMS via Deal

SOLVE

Thanks for sharing, @JDundas!


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes
darynsmith
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Send SMS via Deal

SOLVE

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

Daryn Smith
Chief Strategy Officer
Huble Digital
jsto
Contributor

Send SMS via Deal

SOLVE

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

0 Upvotes
jsto
Contributor

Send SMS via Deal

SOLVE

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

0 Upvotes
darynsmith
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Send SMS via Deal

SOLVE

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

Daryn Smith
Chief Strategy Officer
Huble Digital
0 Upvotes