How to send SaySimple messages from HubSpot

Learn how to send SaySimple messages from HubSpot using workflow actions.

This feature is in Beta state, so it may present unexpected behaviors.

Currently, sending messages via workflows is not fully supported with templates that include interactive buttons.

1. Access the HubSpot workflows section and create one, from scratch, by selecting “Contact-based”:
   
   
   
2. Click on the (+) icon below the trigger configurator and scroll down to the bottom section, where you will find the workflows specific to your integrations. Select SaySimple and the “Send Message” option will appear. 
   
    
   
   
3. A form will be displayed that we will have to fill in with the requested data.

• • Phone number: Enter the property where the phone number of the contacts to be included in the workflow will be stored.
    
  • Template ID: Enter the identifier of the template you want to use to send messages.
    
    
    We can get it by accessing the SaySimple template manager and access to edit the template we want to use. We can locate the link in the navigation bar, getting the last number of this: 
    
    
    
    
  • Inputs: Templates can have different variables in their content. These are usually indicated as in the text.
    
    In this case we will use the following example template:  

    Hello {{1}},
    
    Thank you for your message, unfortunately we were unable to respond earlier.
    
    I would like to inform you that {{2}}. 
    
    If you have any questions, please let us know.

    As can be seen, in this block we have 2 variables, {{1}} y {{2}} .
     We must substitute both variables and we will be able to choose either fixed values (arbitrary text) or properties of the contact entered in the workflow for this. It is important to enter them in order and separated by semicolon (;).
    
    In this case we will enter the name of the contact and the reason why he/she is being informed:

    [First Name];Saysimple integration now supports workflow actions.

    
    We can include as many properties as we wish before and after the semicolon.
    
    For this example, instead of indicating only the first name, we have put first and last name. We have kept the second variable as free text after separating them by a (;), as before:

    [First Name] [Last Name];Saysimple integration...

    
    In this case, it will be shown as follows:
    
    

• • Attachment URL: Only mandatory for media templates. Allows us to attach the URL of a file that is publicly accessible.

Final result: