Aloware's send message action in HubSpot workflows lets you automate SMS or MMS communication to contacts directly within HubSpot, whether using contact-based, company-based, deal-based, or ticket-based workflows. This feature includes:
Sending text and multimedia messages.
Personalizing messages with contact fields (e.g., names, phone numbers).
Supporting multiple workflows (contacts, companies, deals, tickets).
Choosing whether to message all associated contacts or just the first in company-based workflows.
Aloware's integration can be utilized in various scenarios:
Sales campaigns - automatically send personalized SMS/MMS messages to contacts associated with deals or companies.
Support notifications - notify customers of ticket updates via SMS.
Marketing automations - integrate messaging into marketing workflows for promotions and updates.
Step-by-step guide: Sending SMS/MMS in HubSpot workflows
Create or select a workflow
To get started, create a new workflow or open an existing one. The send message action works seamlessly across contact, company, deal, or ticket-based workflows.
Add the send message action
In your workflow builder, find and add the send message action. This allows you to configure automated messages to your contacts.
Configure the line and sender
Decide which line the message will come from:
User's personal line - use the agent's personal line.
Contact owner's line - automatically sends the message from the contact owner's line, which useful for deal, company, or ticket workflows.
Personalize the message
Use HubSpot's contact properties to add personalized details, such as the contact's name or number. This is especially helpful when contacts have multiple phone number.
Add multimedia (optional)
For MMS, you can upload images (GIFs, PNGs, JPGs) to accompany your message.
Review and test
After configuring your message and workflow, review all settings. Test the workflow by enrolling a contact to ensure everything works as needed.
SMS messages sent to leads are also synced to Aloware Talk, ensuring all communications are tracked.
