SMS-CRM Integration

Upon installing the application, we made an option displayed in the right sidebar of the contact screen, enabling users to send an SMS to the current contact directly. Only under specific circumstances can this smart card function: the contact must have a mobile number, and the installing HubSpot account must have a user and token filled in the web app, which needs to be installed and functional on the Hubspot account.

• Upon installation, an SMS option appears in the right sidebar of the contact screen
• Users can directly send SMS to the current contact using this feature
• Activation is conditional and intelligent

The HubSpot app ensures quick feedback by displaying any mobile carrier issues on the screen in the event of an unsuccessful SMS transmission. On the other hand, when an SMS dispatch is successful, it says “congratulations” and starts the 'SMSIt!' timeline event generation process. This creates a complete history that is updated continuously as the mobile carrier platform confirms that the message was delivered to the recipient.

• Any unsuccessful SMS transmissions are notified in Hubspot
• Initiates the ‘SMSIt!’ timeline event generation process
• This process creates a comprehensive history of SMS actions
• History is updated in real-time

• Our method requires the creation of the text message and the selection of a target contact field, introducing the "SMSIt!" action.
• After the workflow step is executed, we developed a sequence of events in which HubSpot makes contact with our web application, designating the SMS for batch delivery.
• The application was optimized using multi-threading in order to improve the sending speed between messages.
• The application quickly sends the SMS to the cell carrier network.
• Upon success, timeline events are created on the HubSpot Contact page, indicating that the activity is finished and providing useful information for further automatic activities.
• Abordarea noastră coordonează convergența eficienței fluxului de lucru și a comunicării în cadrul HubSpot

The web application runs using private credentials in the PHP programming language. We set up cron jobs with regular schedules that automate necessary processes, like clearing logging data, updating HubSpot timeline events, ensuring prompt dispatch of any pending SMS sent through HubSpot workflows. This system ensures the efficient, secure and automated operation of the application.

• The application operates using confidential credentials to ensure security
• Cron jobs with regular schedules automate essential processes

To manage message sending, we connected the PHP application with the mobile carrier platform via API. We've refined the procedure based on an abundance of testing, and now it takes milliseconds to send SMS from Hubspot to the carrier network. Also, to ensure efficiency, the app employs a batch mechanism. Other settings were chosen to integrate perfectly with the business needs of the Hubspot end customers.

• Stable and fast connection between the application and mobile carrier platform
• Employing a batch mechanism for efficiency
• Client-specific settings to integrate with their business needs