How to Use HubSpot to Send Text Messages – A Comprehensive Guide




HubSpot is a leading customer relationship management (CRM) platform that offers a wide range of features to help businesses grow and succeed. While email marketing and social media are commonly used communication channels, text messages are rapidly gaining popularity due to their high open rates and instant reach. In this blog post, we will explore how HubSpot can be used to send text messages, and the benefits it offers for your marketing and communication efforts.

Getting Started with HubSpot

Before you can start sending text messages with HubSpot, you need to set up an account and register your organization. The registration process is straightforward and requires basic information about your company. Once you have completed the registration, you can log in to the HubSpot dashboard.

In the dashboard, you will find various tools and features that enable you to manage your contacts, track leads, create marketing campaigns, and more. One of the essential features for text messaging is the SMS feature, which allows you to send SMS campaigns, automate workflows, and analyze performance.

Setting up SMS in HubSpot

To start sending text messages with HubSpot, you need to enable the SMS feature in your account. This can be done by accessing the settings section and activating the SMS functionality. Additionally, you will need to integrate your phone number with HubSpot to establish a connection for sending and receiving messages.

It’s important to note that when utilizing SMS for marketing purposes, you must adhere to compliance and legal considerations. These include obtaining proper consent from recipients, providing opt-in and opt-out options, and complying with relevant regulations and guidelines.

Building Your SMS Contact List

Once you have set up SMS in HubSpot, it’s time to start building your SMS contact list. HubSpot offers multiple ways to import contacts, including uploading CSV files or syncing with other platforms. You can also collect phone numbers through forms on your website or landing pages, with the option to segment your contact list based on specific criteria.

Segmenting your contact list is crucial for targeted messaging and ensuring that your SMS campaigns reach the right audience. By grouping contacts based on their demographics, interests, or behavior, you can personalize your messages and achieve higher engagement.

Creating SMS Campaigns

When designing SMS campaigns in HubSpot, it’s essential to define clear goals and objectives. Do you want to drive website traffic, promote a new product, or simply nurture leads? Knowing your desired outcomes will help shape the content and structure of your SMS messages.

Design visually appealing SMS templates using HubSpot’s drag-and-drop editor. Keep your messages concise, clear, and compelling to grab recipients’ attention. Consider using dynamic fields to personalize your SMS messages, such as inserting the recipient’s name or mentioning previous interactions to enhance engagement.

Automated SMS Workflows

Automation is a powerful feature in HubSpot that allows you to create SMS workflows based on specific triggers. For example, you can configure an automated SMS to be sent after a contact fills out a form, abandons a cart, or becomes a customer. These workflows help you stay engaged with your audience and provide them with timely, relevant information.

HubSpot’s workflow editor simplifies the process of setting up automated SMS workflows. You can define the trigger, customize the message content, and choose the timing and frequency of the SMS. To ensure the effectiveness of your automated SMS workflows, it is important to test and optimize them regularly.

Analyzing SMS Campaign Performance

Measuring the performance of your SMS campaigns is crucial for understanding their effectiveness and making data-driven decisions. HubSpot provides you with valuable tools and analytics to track SMS delivery rates, open rates, and conversions. By monitoring these metrics, you can evaluate the impact of your SMS campaigns and make necessary adjustments.

Utilize HubSpot’s reporting features to gain insights into your SMS campaign performance. Identify trends, analyze recipient behavior, and compare the performance of different campaigns. This information will help you refine your SMS strategies and maximize your return on investment (ROI).

Best Practices for Text Messaging in HubSpot

While HubSpot simplifies the process of sending text messages, it’s important to follow best practices to achieve optimal results:

Craft compelling and concise SMS content: Keep your messages short, direct, and engaging. Avoid using industry jargon and focus on providing value to your recipients.

Timing your text messages for maximum impact: Consider the time zones and preferences of your target audience when scheduling SMS campaigns. Timing plays a crucial role in determining the success of your message delivery and open rates.

Segmenting and personalizing messages: Leverage the data you have collected to segment your audience and personalize your messages. Address recipients by their names and tailor the content to their specific interests or past interactions.

Key Considerations and Limitations

While HubSpot offers powerful SMS capabilities, it’s important to be aware of key considerations and limitations:

Opt-in and opt-out requirements: Ensure that you are compliant with opt-in and opt-out regulations. Only send SMS messages to recipients who have given explicit consent to receive them, and provide a clear way for them to unsubscribe from your messages.

Abiding by SMS regulations and guidelines: Familiarize yourself with relevant SMS regulations and guidelines to avoid legal issues or negative customer experiences. Stay up to date with any changes or updates in SMS marketing regulations.

Recognizing limitations of HubSpot’s SMS capabilities: While HubSpot provides robust SMS features, it’s essential to understand its limitations. For example, there may be limitations on the number of characters per message or the frequency of bulk SMS.


The ability to send text messages via HubSpot opens up exciting opportunities for businesses to enhance their communication and marketing efforts. By leveraging the SMS feature, you can reach your audience directly, engage with them on a personal level, and achieve higher conversion rates. Start exploring the power of SMS campaigns with HubSpot and unlock the potential for growth and success.

We hope this blog post has provided you with valuable information on how HubSpot can help you send text messages efficiently. If you have any questions or feedback, we would love to hear from you. Get in touch with our team today!


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