Our philosophy is simple: if you can do it with email, you should be able to do it with SMS. That is the core approach to our HubSpot integration, which is the most in-depth integration in the HubSpot Marketplace.
Using Message IQ in Workflows
Sending an SMS with Message IQ is as easy as adding a traditional automated email to your HubSpot Workflows.
Once you have authenticated your HubSpot account to Message IQ, you will see Message IQ near the bottom of your available actions in your Workflow Builder. You can add these at the appropriate times in the workflow, just like you would a regular email.
There are five fields you will need to change before saving your message.
Message Name: Add a label to your message. Be sure to use a well-named label, as this is required for analyzing the message's performance inside of Charts.
From Phone: Message IQ will automatically add your IQ number to this dropdown. Simply select it from the dropdown and head to the next step.
To Phone: Select the field where you store the contact's mobile phone number. Note: This dropdown pulls in all Single Line Text properties in your HubSpot account. To save time, use the search feature to navigate to the appropriate field.
Message: Enter your message. Keep in mind, each message credit has 160 characters. Going over this character count will count as two credits. If you share a link, it will automatically be shortened to 25 characters or less using our IQ Link Tracking tool. Add contact tokens such as First Name, Company Name, or some other important contact-specific field by selecting it from the Contact token dropdown at the top right of the message text entry field.
Image URL: Send any GIF or image you'd like! Simply copy and paste the image of your choice in this field (this will count as an MMS message).
Using Message IQ from the Contact Record
Send an SMS to any contact with the Message IQ widget built in to the HubSpot Contact Record. By default, Message IQ will live at the bottom of the right hand sidebar on the contact record.
Click the View Message IQ button and the Message IQ Conversation modal will appear with all historical conversation pre-loaded. You can use this just like you would the regular Conversations tab inside the Message IQ app.
