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dmaxwell
Colaborador | Partner
Colaborador | Partner

SMS support Ticket Workflows

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Hello, documentation suggests that you can enable SMS sending within a HubSpot workflow , but this doesn't appear to be an option with a ticket based workflow; can only seem to get the SMS option from a contact workflow.

 

Is this possible or a miss in documentation and new feature?

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

SMS support Ticket Workflows

resolver

Hi @dmaxwell,

 

SMS is indeed supported only in contact-based workflows: https://knowledge.hubspot.com/sms/send-automated-sms-messages-using-workflows

 

karstenkoehler_0-1736227095184.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Respuestas 2
dmaxwell
Colaborador | Partner
Colaborador | Partner

SMS support Ticket Workflows

resolver

Thanks @karstenkoehler .  Will repost to ideas as work required to use SMS for our service org would require substantial property duplication to bring relevant status across to contact records in order to make use of SMS to our clients.  Ended up integrating direct to Twilio, but has downside of hardcoding messages directly within custom code within the ticket workflows.  

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

SMS support Ticket Workflows

resolver

Hi @dmaxwell,

 

SMS is indeed supported only in contact-based workflows: https://knowledge.hubspot.com/sms/send-automated-sms-messages-using-workflows

 

karstenkoehler_0-1736227095184.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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