With the Call Loop HubSpot integration, you'll be able to send SMS, Voice, and Ringless messages from your Workflows.
How to Send a Message from a HubSpot Workflow
Step 1: Create a Trigger
Once you get to create your Trigger, you'll be able to give it a name and select HubSpot. If you haven't already, you'll be able to connect HubSpot with Call Loop.
Phone field
Select the Phone Number where your contacts phone number exists. Typically, this is the one of the default Phone properties: Phone Number or Mobile Phone Number.
Step 2: Copy Your Webhook
After you've created your message, Call Loop will provide you a Webhook URL. Copy this and now head over to HubSpot Workflows.
Step 3: Add an Action from Your HubSpot Workflow
From your Contact Workflow, add the action "Send a webhook" and enter in the details.
Select "Send a webhook"
Select POST
Insert your Call Loop Trigger URL
Click Save
That's it! You are now able to send messages from your HubSpot Workflows.
How to Integrate HubSpot
Step 1: Goto Settings
From your Settings > Integrations, click on the Connect button in the HubSpot section.
Step 2: Connect Call Loop
After clicking connect, you'll need to connect Call Loop to HubSpot.
After you click Connect, you'll be connected to Call Loop!
Frequently Asked Questions
How can I disconnect HubSpot from Call Loop?
From your Call Loop Settings > Integrations, just click the 3 dots and select Disconnect. This will disconnect your HubSpot integration.
How can I disconnect HubSpot from my HubSpot account?
This article will show you how to disconnect Call Loop from within your HubSpot account.
What data is affected when I disconnect my HubSpot account?
When you disconnect your Call Loop account from your HubSpot account any Call Loop triggers and webhooks will cease to function correctly and will break.
When sending a trigger message from Call Loop, it relies on the HubSpot API and information from your contacts to send the messages. Without a proper and valid connection, then your messages will not be able to be sent.