I'm trying to give our sales reps and account managers better insight when we get inbound SMS from outbound SMS campaigns.
Right now, only the marketing team has access to the HubSpot. Is there a way through workflows to trigger an email to internal employees/sales team members when a contact responds to an SMS?
For non-HubSpot users, this is a bit more complicated. You could consider setting up an alias or shared email address as a fictional HubSpot user. All sales users would be under this alias. The rest of the steps above would be the same, only that it's one shared user managed by you, not individually managed users.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Same there. SMS notifications don't appear to be a preference here. What I did instead is create a Conversation-based workflow with the criteria being:
Inbox is any of Inbox
Inbox Source is any of SMS
Last Message received date is known
AND last message receive date is less than 1 day ago
Turn on re-enrollment
Then I set up an action to notify the points of contacts via email. I'm testing this out with a client and hope this helps here too.
For non-HubSpot users, this is a bit more complicated. You could consider setting up an alias or shared email address as a fictional HubSpot user. All sales users would be under this alias. The rest of the steps above would be the same, only that it's one shared user managed by you, not individually managed users.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer