Prerequisite

With Heymarket's HubSpot integration, you can send or receive texts within the HubSpot interface and incorporate texting into HubSpot workflows. To set up this integration, you must have a paid Heymarket Team and a shared inbox.

NOTE: Heymarket's HubSpot integration is supported in North America only at this time.

Integrating the Apps

1. Sign in to Heymarket

• Go to https://app.heymarket.com/account/login to log in or click here.
• Provide your user email and password to log in:

• After logging in to the Heymarket app, you need to integrate it with HubSpot.
• Click on the Administrator tab in the bottom left of the browser.
• Click on the Integrations tab to connect the apps

2. Setup

• Scroll down to the bottom of the page until you find the HubSpot Integration section.
• Click on the Setup link to start the authentication process:

• When you click on the setup link, it will redirect you to authenticate Heymarket from your HubSpot account.
• You will be asked to choose the HubSpot account that you want to connect to Heymarket:

3. Grant Access 

• After you choose your HubSpot account, the Heymarket app will ask you to grant specific permissions. These permissions will allow Heymarket to work seamlessly in your HubSpot account:

• After you click on Grant access, the system will take a few seconds to redirect you to Heymarket.

4. Check Installation

• You can check whether your HubSpot app is connected to Heymarket on the Administration > Integrations page. If you see a Manage link, your two apps have been connected successfully:

• Congratulations! You have successfully connected your HubSpot account with Heymarket.

Configuration and Overview

1. Configuration & Details

• After the initial setup, you can configure your integration, creating workflows that streamline your team’s operations. You will be sent to a configuration screen when you click Manage on the HubSpot integration page (in the Heymarket web app).
• Click on Manage:

• Let’s walk through the configuration settings one by one:
  1. User
     • The email linked to the person who installed the integration will be shown here.
  2. HubSpot Domain
     • The domain of the connected HubSpot instance will be shown here.
  3. Last Sync Date
     • The last time data was synced with your HubSpot account
  4. Timeline Events
     • The timeline events sent into HubSpot can be controlled from here. You can choose if you want to enable or disable the timeline events.
  5. Mobile Phone Property
     • Our integration supports two phone number properties from HubSpot. You can choose the option most suitable for your business.
       
     • Let’s explore the phone options in detail:
       
       • Phone Number means that our app will look for the Phone property in HubSpot to perform any operations on contact-related phone numbers.
       • Mobile Phone Number means that our app will look for the Mobile Phone property in HubSpot to perform any operations on contact-related phone numbers.
       • Phone Number, Mobile Phone Number means our app will first look for the Phone Number property in HubSpot. If it’s unavailable, Heymarket will look for the Mobile Phone property within itself.
       • Mobile Phone Number, Phone Number means that our app will first look for the Mobile Phone Number property in HubSpot. It will look for the Phone Number property within itself if it's unavailable.
  6. Create New Contacts in HubSpot
     • The contact will be created from Heymarket and synced to HubSpot. You can control this feature by enabling or disabling it from this window.
  7. Contact Owners
     1. Enabling this option will Sync Contact Owners in HubSpot with Contact Owners in Heymarket.
  8. HubSpot to Heymarket Sync
     1. Syncing of contacts from HubSpot to Heymarket can be controlled from here. You can choose if you want to enable/disable the contact sync from HubSpot to Heymarket
  9. Heymarket to HubSpot Sync
     1. Syncing of contacts from Heymarket to HubSpot can be controlled from here. You can choose if you want to enable/disable the contact sync from Heymarket to HubSpot
  10.  Disable the button
      • If you wish to disable and remove the integration from Heymarket, you can click on this link.

2. User Mapping

• This feature will allow you to treat a particular HubSpot user as an inbox (Heymarket phone number) in Heymarket. You can map a specific user from HubSpot to an inbox, then send a message as a contact owner by using automation or workflows:

3. Contact Field Mapping

• This feature will allow you to map the properties of HubSpot to Heymarket custom fields. The mapped properties will sync all the values between HubSpot and Heymarket contacts:

Creating custom fields

If you can't find a custom field to map, you can create it on the go.

Just type the name of the custom field you want to create, then select the Create Field option from the drop-down menu. It will create a custom field.

Creating Rich Custom Fields

Rich custom fields are enhanced data fields that allow you to store and display more complex or formatted information beyond simple text.

Heymarket currently supports the following Rich Custom Field Types:

Date: Enter dates in the MM/DD/YYYY format.
Text: Store string values.
Number: Store integer values (e.g., dollar amounts or quantities)

Once these are created, you can go to the contact field mapping and map them like any regular custom field. Once it is mapped, the values will show up as the specified type within HubSpot

4. Contact Sync

• Heymarket will sync your contacts between Heymarket and HubSpot (Bi-directional sync). You must configure the contact field mapping before you sync your contacts.
• If the HubSpot contact has a phone number, it will be created within Heymarket and vice-versa. Phone numbers are required in HubSpot for a contact to sync with Heymarket.
• If a HubSpot contact has a phone number without a country code (1 for the US), Heymarket will try to update those contacts' phone numbers by adding 1 in front of them. Please make sure that you should have all the workflow disabled which are working on contact updates because it may trigger changes due to the Heymarket sync process.
• Click on the Synchronize button to complete the setup.

Note: Record deletion is currently not supported in the integration. If you delete the records from Heymarket or HubSpot, please make sure to delete them from the other side. Otherwise, if you do the Synchronize manually from the HubSpot Configuration page, it will sync the old deleted records from either side.

5. Chats

Contacts

• When a contact has a phone number, you can send messages to that contact using the Heymarket chat widget.
• To start a conversation with contact or send them a message, go to the contact:

• Click on any contact that includes a phone number, and you will land on the contact details page:

• On the right pane, there is a new tile called Chat.
• The Heymarket App provides this tile. It allows you to communicate with a contact using the Heymarket chat widget.
• Click on the Chats button. A modal containing the conversation window with the contact will open. Send messages right away or schedule them. You can include attachments, templates, emojis, and more:

• Now, you can use this chat widget to send an SMS to a contact.

Deals

When a deal includes associated contacts, you can send messages with the Heymarket chat widget.

To start a conversation with associated contacts in a deal, just navigate to the deal.
 

When you click on the deal, which includes good contacts, you will land on the deal details page.

There is a new tile called “Chat” on the right pane. 

This tile is provided by the “Heymarket App” for communicating with the contacts associated with the deal using the “Heymarket chat widget.”

In the chat widget, you will find a list of all valid associated contacts, click on Actions Dropdown and select the Chat button to start communicating with the contact of your choice.

Now you can use this chat widget to send an SMS to a contact.

Tickets

You can send messages with the Heymarket chat widget when a ticket includes associated contacts.

To start a conversation with associated contacts in a ticket, just navigate to the ticket.

When you click on the ticket which includes good contacts, you will land on the ticket details page.

There is a new tile called “Chat” on the right pane. 

This tile is provided by the “Heymarket App” for communicating with the contacts associated with tickets using the “Heymarket chat widget.”

In the chat widget, you will find a list of all valid associated contacts, just click on Actions Dropdown and select the Chat button to start communicating with the contact of your choice.

Now you can use this chat widget to send an SMS to a contact.

Companies

In a company, we can have two types of contacts, i.e one is the company’s contact and another is contacts associated with the company. Heymarket chat widget supports sending messages to two kinds of contacts.
If a company includes a valid contact or associated contacts, then navigate to the companies menu and select the company.

There is a new tile called “Chat” on the right pane. 

This tile is provided by the “Heymarket App” for communicating with the contacts associated with the company using the “Heymarket chat widget.”

Now for sending SMS on direct company Owned contact, you can click on the Chat button at the bottom of the Heymarket Chat Widget.

If you want to send messages to any company-associated contacts, just click on the Actions dropdown and select Chat Option.

Now you can use this chat widget to send an SMS to a contact.

6. Chats History

• You can send messages to contacts using the chat widget:

• When you send these messages to a contact, you will be able to see the last five recent messages on the right side of the detail page: 

Timeline

• You can send and receive messages to or from contacts. Whichever action you take, the Heymarket system will create events that show in the contact timelines.
• You can see the messages in the timeline below:

• If you do not see message events in the timeline, please confirm that the Heymarket SMS Integration checkbox has been selected in the Filter activity menu:

NOTE: Timeline events will only start to show after Heymarket and HubSpot complete their initial sync.

Setup Timeline data to use in Flow

Setting up the Timeline property data in HubSpot will allow you to use the properties and date of the Timeline in Workflow. This will allow you to leverage Workflow's Heymarket Message event triggers to perform automation. Follow the below steps to set up the Timeline properties in the Contact object:

• Click on the Setting icon

• Select the Contact properties as shown below

This will show you all the standard and custom properties of the Contact Object.

• After clicking on the Create Property, fill in all the property details using the table below.
• Put the Label Name in the appropriate field.
• .  

Create all six Properties on the contact object.

Now whenever a new Timeline creates in Heymarket, all the Timeline properties values will reflect on the new Custom Properties of the Contact which we just have created.

Workflow

• The Heymarket app includes workflow actions and message events that make it easier to send SMS to customers.
• You can use them as an action in the workflow.

1. Send SMS

• Here is an example of the SEND SMS action in the workflow.

Example

• Go to Automation from the top navigation bar and select Workflows from the dropdown:

• On the next page, click on Create workflow:

• Follow these steps to create the workflow:
  1. Select Start from scratch.
  2. Select Contact-based.
  3. Choose Start from scratch.
  4. Click Next. If you do not complete this process step by step, you may create an incorrect workflow. This is the correct sequence:

• Heymarket will then take you to a brand-new workflow setup page:

• If you don’t see this exact screen, return to the prior step and follow the workflow setup process again.
• Now, click on the button with the plus symbol:

• When you click on the button with the plus symbol, a sidebar will appear with potential workflow actions.
• Scroll down to the bottom until you see the Heymarket actions:

• Click on the Send SMS action icon and it will show a new form that asks for the details of your message and inbox.
• Fill in the form:
  1. Select the phone number of the contact using merge tokens.
  2. Enter the details of your message.
  3. Choose the inbox from which you want to send the message:

• Click on the Save button and it will save the SMS action.
• Next, you have to set up a trigger to start the workflow.
• Click on the Set enrollment triggers button.

• It will show you a list of triggers to select.
• Select Contact Properties:

• Then, search for the Phone and select the Phone number from the list.

• Select is known, then click on Apply Filter and Save:

Running the Workflow

• After you save the workflow, you have to review it and turn it on to trigger the action based on the Enrollment Trigger you set earlier:

• Click on Review to double-check your workflow:

• Once you’re satisfied that the workflow is set up correctly, click Turn on. Heymarket will start the workflow and execute your preferred action.
• Congrats! You have successfully configured a workflow with an SMS action. Now your contacts have received the message from your workflow.

2. Send SMS with a Template

• Here is an example of the SEND SMS WITH TEMPLATE action in the workflow.

Creating a Template

• You need to create a template in Heymarket before creating your workflow. You’ll use this template to send your message.
• Go to the Heymarket web app and click on the icon shown in the picture:

• On the top right corner of the page, click on Create Template:

• After clicking on the button, a modal will pop up asking for the template details.
• Fill in the template details.
• You can use a merge token in the template:

• You can see the template after its creation:

• Now let’s use the template in Workflow Action.

Example

• Go back to your HubSpot account.
• Go to the Automation tab from the top navigation bar and select Workflows from the dropdown:

• On the next page, click on Create workflow:

• Follow these steps to create the workflow:
  1. Select Start from scratch.
  2. Select Contact-based.
  3. Choose Start from scratch.
  4. Click Next.
• Please complete this process step by step, otherwise, you may create the wrong workflow. The correct process is below:

• Heymarket will then take you to a brand-new workflow setup page:

• If you don’t see this exact screen, return to the prior step and follow the workflow setup process again.
• Now, click on the button with the plus symbol:

• When you click on the button with the plus symbol, a sidebar will appear with the workflow actions.
• Scroll down to the bottom until you see the Heymarket actions:

• Click on Send SMS With Template The system will show you a new form asking for the details of the template and inbox.
• Fill in the form:
  1. Select the contact’s phone number using merge tokens.
  2. Select the template you have created from the drop-down in Heymarket Template.
  3. Select the inbox from which you want to send the message:

• Click Save.
• Here’s what your workflow will look like:

• Now you need to set the Enrollment trigger to start the workflow.
• Click on Set enrollment triggers:

• It will show you a list of potential triggers.
• Select Contact properties:

• Then, search for the Phone and select Phone number:

• Select Is Known, then click on Apply Filter and Save:

Running the Workflow

• After you save the workflow, you have to turn it on to trigger the action based on the Enrollment Trigger we set earlier:

• Click Review to review your workflow:

• Once you’re satisfied with the workflow, click Turn on. Heymarket will start the workflow and execute the action when the correct triggers occur within the system.
• Congratulations! You have successfully configured a workflow with an SMS action. Your contacts have received the message from the workflow.

3. Send SMS As Contact Owner

• Here is an example of the SEND SMS AS CONTACT OWNER action in the workflow.

Example

• Go to the Automation tab from the top navigation bar and select Workflows from the dropdown:

• On the next page, click on Create Workflow:

• Follow these steps to create the workflow:
  1. Select Start from scratch.
  2. Select Contact-based.
  3. Choose Start from scratch.
  4. Click Next.
• Complete this process step by step. Otherwise, you may create an incorrect workflow. This is the correct sequence:

• Heymarket will then take you to a brand-new workflow setup page:

• If you don’t see this exact screen, return to the prior screen and follow the workflow setup process again.
• Now, click on the button with the plus symbol:

• When you click on the button with the plus symbol, a sidebar will appear with the workflow actions.
• Scroll down to the bottom until you see the Heymarket actions:

• Click on the Send SMS as Contact Owner action icon, and a new form will ask you for message details.
• Fill in the form:
  1. Select the phone number of the contact using merge tokens.
  2. Enter message details.
  3. Select the contact owner as of the owner:

• Click Save and it will save the SMS action.
• Now, you have to set up a trigger to start the workflow.
• Click on the Set Enrollment Triggers button:

• It will show you a list of triggers to select.
• Select Contact properties:

• Then, search for the Phone and select the Phone number from the list:

• Select Is Known, then click on Apply Filter and Save:

Running the Workflow

• After you save the workflow, you have to turn it on. Then it will trigger the action based on the Enrollment Trigger you set earlier.

• Now click on Review and you can review the workflow:

• Click Turn on. Heymarket will start the workflow and execute the action with the contacts that fit your criteria.
• Congratulations! You have successfully configured a workflow with an SMS action. Now your contacts have received the message from the workflow.

4. Send SMS with Template as Contact Owner

• Here is an example of the SEND SMS WITH TEMPLATE AS CONTACT OWNER action in the workflow.

Creating a Template

• You need to create a template in Heymarket before creating the workflow. You’ll use the same template to send the message.
• Go to the Heymarket web app and click on the icon shown in this picture:

• On the top right corner of the page, click Create Template:

• After clicking on the button, a modal will pop up and ask for the template details.
• Fill in the template details.
• You can use merge tokens in the template:

• You can see the template after you create it:

• Now let’s use the template in Workflow Action.

Example

• Go back to the HubSpot account.
• Go to Automation from the top navigation bar and select Workflows from the dropdown:

• On the next page, click Create Workflow:

• Follow these steps to create the workflow:
  1. Select Start from scratch.
  2. Select Contact-based.
  3. Choose Start from scratch.
  4. Click Next.
• Complete this process step by step. Otherwise, you may create a wrong workflow. This screenshot shows the correct sequence:

• Heymarket will open a brand-new workflow setup screen:

• If you don’t see this exact screen, return to the prior step and follow the workflow setup process again.
• Now, click on the button with the plus symbol. 

• When you click on the button with the plus symbol, a sidebar will appear with the workflow actions.
• Scroll down to the bottom until you see the Heymarket actions:

• Click on the Send SMS With Template As Contact Owner action icon. A new form will ask for template and inbox details.
• Fill in the form:
  1. Select the phone number of the contact using merge tokens.
  2. Select the template you have created from the drop-down in Heymarket Template.
  3. Select the inbox from which you want to send the message:

• Click Save.
• Here’s what your workflow will look like:

• Now, let’s set the enrollment trigger to invoke the workflow.
• Click on the Set Enrollment Triggers button:

• It will show you a list of triggers to select.
• Select Contact Properties:

• Then, search for Phone and select Phone Number from the list:

• Select Is Known, then click on Apply Filter and Save:

Running the Workflow

• After you save the workflow, you have to turn it on to trigger the action based on the Enrollment Trigger we set earlier:

• Now click on Review to review the workflow:

• Click Turn on to start the workflow and execute the contacts that adhere to your criteria.
• Congrats! You have successfully configured a workflow with an SMS action. Now your contacts have received the message from the workflow.

Message Event

Under the message event feature, we can set workflows to execute once you send or receive a message.

Usage

The event feature empowers you to design custom automation that sends a default reply to contacts who message your inbox.

Example

While creating a workflow and setting the enrollment triggers, you can set the received event as an enrollment trigger.

Click on Set Enrollment Triggers and scroll down to the bottom of the right page until you see Heymarket: Contact Messages: Received.

You can use either of the options based on your requirements. This setup will trigger the workflow when you receive or send a new message.

Heymarket Workflow UseCases 

• Automate Contacts to Unsubscribe on SMS Delivery Failure

While sending SMS using HubSpot workflow there are chances for SMS getting fail but once the SMS fails to contact still SMS credits get utilized, to minimize the usage of credits we can move a contact to unsubscribe, to avoid further usage of SMS credits.

To set this up we will use heymarket app timelines, on every message action i.e sent, received, or failed 

Navigate to workflow and set up a contact-based workflow 

Now for setting up the trigger we need to select “Heymarket SMS Integration: Contact Messages: Failed” and set the trigger condition as per the requirement, for now, we are selecting Occurred with after today’s date.
 

Once set up the trigger condition, we will use the set-property value widget by setting Target Property type as Contact and selecting property field as “Conversation Statue” and status as “Un-Subscribed”.

That’s all now all failed SMS contacts will be marked as unsubscribed on SMS failure & will save your SMS credits.

Contact Owner Mapping

The integration supports contact owner mapping by utilizing the user mapping configuration in Heymarket.

Prerequisite

To use the owner mapping in the integration, you have to map all your HubSpot users to Heymarket users using the User Mapping configuration available in Heymarket.

To configure the users, please use the user mapping section above.

How Does it Work?

The owner mapping works while the sync is in progress. It considers HubSpot the source of truth for owners.

Scenarios

• A HubSpot contact has an owner but the Heymarket contact doesn’t.
  • In this case, the sync will assign the owner of the HubSpot contact to a Heymarket contact based on the user mapping.
• HubSpot contact has an owner but Heymarket contact has a different owner.
  • If the Heymarket contact has a different owner compared to the HubSpot contact, then the sync will override the contact owner in Heymarket with the contact owner of HubSpot.
• HubSpot contact does not have an owner but Heymarket contact has an owner.
  • If the Heymarket contact has an owner then the sync will assign an owner to the HubSpot contact as well. This will only happen if the HubSpot contact doesn’t have an owner.

Send Scheduled Bulk SMS via Heymarket

How to send personalized text messages to members of a HubSpot active or static lists

Setup

In your HubSpot account create a list of contacts that should receive your message.   For a reference on how to create a HubSpot list, please see this support article

1. Create a HubSpot list.  This list can be active or static. 
2. Navigate to Automation > Workflows
3. Click Create a workflow
4. Select a Contact-based with a type of Center on a date (if you want to schedule). Select the date that you would like to send your text message.
5. Click the Set enrollment triggers button
6. Select the List Memberships filter type
7. Select your list name and click the Contact is a member of list option.  Apply the filter.
8. Click the orange + icon to add a new action
9. Click the Heymarket Send SMS integration extension
10. Configure your Heymarket message.

Custom Text Message Notification

Setting up the Workflow for Notification will allow you to receive incoming Heymarket SMS notifications for every new message in your HubSpot instance.

Note: Before following the below steps, please complete this step to set up the custom notifications.

Follow the Below Steps to set up the flow:

1. Go to Automations > Workflow 
2. 
3. Select Contact-Based Workflow.
4. 
5. 
6.       
7. 
8. 
9. Fill in the Notification action details and leverage our Custom Contact Property to get the message details in it.
10. Receive the Notifications
11. 

Heymarket Message Object

Heymarket message object utilizes the HubSpot custom object to auto-create message records when there is an interaction with a HubSpot contact synced with Heymarket or vice-versa.
Due to the limit in HubSpot, the object can only store up to 10000 records, we can have a maximum of 9000 message objects per HubSpot portal. 

Also, at an interval of every 3 hours, the heymarket app auto-erases the messages object created if they reach the threshold of 9000.

Message Object Use Cases :

1. Heymarket Messages History with Contacts

To view all in one view of conversation going on with contacts without navigating to the Heymarket app

Users can search messages by name, contact number, message status, and HubSpot contact ID

Usage

Navigate to Contacts, in the dropdown select heymarket messages, to view all create heymarket message objects.

2. Triggering Workflows

Heymarket app already provides timelines that can be used for triggering SMS-based actions, but still, if users want they can use heymarket message objects to trigger an in-app notification or email, etc.

Usage

Navigate to Automation > Workflow > Create flow

Select > 1. Start from scratch > 2. Scroll Down and Select Heymarket Message-based > 3. Name the Workflow > 4 Click Next

Set Enrollment Triggers with Heymarket message Object Properties

Here we are applying a trigger, when a message is created with the status “Received”, click Apply filter and Click Save.

Now, once our filter is set, click on the + Button an adding a action of your choice, here we are setting up “Send in-app Notification"

To configure the action i.e. “Send in-app notification” configure the User, Team, Subject, and Notification body by configuring the required merge tokens as configured below

Running the Workflow

After you save the workflow,  you have to start it and it will trigger the action based on the “Enrollment Trigger” we set earlier.

Now click on the review button and let’s review our “workflow” situation.

Now click on “Turn on”, it will start the workflow and execute the contacts coming into the criteria.

Congrats, you have successfully configured a workflow with Heymarket Message Object, now your HubSpot app should receive the in-app notifications as soon the criteria meet.

3. HubSpot Reports

Users can utilize Heymarket message objects to create one overview of Heymarket app usage.

Some reports sample are as below :

Usage

1. Navigate to Reports in Top Bar and Select Reports

In Reports Page click on Create Custom Report Button on the top right corner

Now click on Single Object > Select Heymarket Messages and Click on Next for further configuration

Let’s add some custom properties, here I am adding status for creating a trend of messages by status, but you can select any of them as per your use case.

Now click on the visualization tab and select any visualization, here I am selecting Pie chart and drag-drop the required properties in displaying and Measured by a tab.

Congrats, you have successfully configured a custom report with Heymarket Message Object.

Conversation Status

HubSpot App supports bidirectional contact status sync. Using Contact sync users can mark contact conversation as blocked, unsubscribed & active from the HubSpot contact page. 

Usage: To enable this feature users to need to navigate to the heymarket admin configuration screen and enable the “Conversation Status Sync” toggle as enabled.

Once the conversation status sync toggle is enabled it will auto-create conversation status property in the HubSpot instance.

Adding the Conversation Status Property to View

Navigate to the HubSpot instance after enabling the toggle and select any contact on the detailed page. Now click on view all properties

Now in the All Properties search bar search for conversation and select the property with the name Conversation Status, click add to your view button

On successful addition, conversation status property will be shown in the default properties section

Now, go back to the contact detail page and start updating the contact status of any contact in HubSpot

Heymarket Workflow UseCases 

• Automate Contacts to Unsubscribe on SMS Delivery Failure

Using HubSpot workflow, there are chances of SMS failure, but if the SMS fails to contact, SMS credits are still used. To minimize the usage of recognition, we can move a contact to unsubscribe, to prevent further credits usage.

To set this up, we will use Heymarket app timelines on every message action, i.e., sent, received, or failed. 

Navigate to workflow and set up a contact-based workflow 

To set up the trigger, we need to select "Heymarket SMS Integration: Contact Messages: Failed" and set the trigger condition as required. For now, we are choosing Occurred after today's date.

Once set up the trigger condition, we will use the set-property value widget by setting the Target Property type as Contact and selecting the property field as “Conversation Status” and status as “Un-Subscribed.”

That’s all now. All failed SMS contacts will be marked as unsubscribed on SMS failure & will save your SMS credits.

Uninstall the Heymarket SMS integration

To Uninstall the Heymarket SMS integration: First, go to your Account Settings page in HubSpot.

Go to Integrations > Connected Apps

Find the Heymarket SMS Integration app and Click on the Actions button and then select Uninstall.

Click the Uninstall button to confirm. 

That's it. Your Heymarket SMS integration has been uninstalled.

Custom Text Message Notification

Setting up the Workflow for Notification will allow you to receive incoming Heymarket SMS notifications for every new message in your HubSpot instance.

Note: Before following the below steps, please complete this step to set up the custom notifications.

Follow the Below Steps to set up the flow:

1. Go to Automations > Workflow 
2. 

3. Select Contact-Based Workflow.
4. 
5. 
6. 
7. 

8. 
9. Fill in the Notification action details and leverage our Custom Contact Property to get the message details.
10. Receive the Notifications
11. 

Logging SMS to HubSpot Contacts: Two Options

Heymarket now supports two ways to log SMS messages to HubSpot contact records:

Timeline Events (existing method)

Enable timeline events to log each sent and received text as a custom activity on the contact timeline. This requires turning on the Heymarket SMS integration under the contact’s activity filters. To set this up, in HubSpot, navigate to any contact record. Click the Filter activity link in the top menu.Ensure that the Heymarket SMS integration option has been turned on under Integrations.

Native SMS Logging (new)

SMS messages are automatically logged to the contact record as standard HubSpot activities, with no setup required. This method is more seamless and does not rely on custom timeline event filters.

Send Automated HubSpot SMS Appointment Reminders

Send Automated HubSpot SMS Appointment Reminders

Let's learn how we can send text messaging appointment reminders through HubSpot, using Heymarket. 

Select a Contact-based workflow contacted on a Date Property. Select the contact date property that you want to create the reminder for.  In our example, we will use our appointment date property. Click Next.

We now need to define our trigger, the Delay Schedule, and the action which will send the text message.

Set up Triggers

The Set up triggers will define when our workflow will run. There are numerous options for this, but in our example we want the workflow to run whenever we have an appointment date populated.  

We will select a triggering value using the Contact Property of Appointment Date = is known. 

Delay 

Click on the Delay and timing box to edit when your text message appointment reminder will send.

Action

The workflow action will be used to send your text message. To add a new action click the "+ " icon.  Select the Heymarket Send SMS action.  You can then define the messaging template that will be used to send your text messaging appointment reminder. 

Create a HubSpot Task When a Text Message is Received

Log in to your HubSpot account. In the main menu bar go to the Automation > Workflows.

Click the Create Workflow button in the top right. 

Select: Start from Scratch > Contact-Based.

Select the Blank workflow button, and then Next.

Click the Set up Triggers button.

Select a workflow trigger of Heymarket SMS Integration: Contact Messages : Received

Select the Message ID property. 

Set the trigger criteria with a value of is known and, then click the Apply Filter button

Click the Re-enrollment tab.  Make sure both boxes are checked and click Save.

Once you've completed your trigger, you can select your available actions. Actions will be completed each time the triggering event occurs. 

Now we will add the action to create a task notification. Add an action by clicking the "+" sign.

Choose the Create task action. 

Please complete the info needed to describe your task.

In our example, which includes the First & Last Name and message of the contact in the task notes then click Save.

Create a HubSpot In-App Notification When a Text Message is Received

Log in to your HubSpot account. In the main menu bar go to the Automation > Workflows.

Click the Create Workflow button in the top right. 

Select: Start from Scratch > Contact-Based.

Select the Blank workflow button, and then Next.

Click the Set up Triggers button.

Select a workflow trigger of Heymarket SMS Integration: Contact Messages : Received

Select the Message ID property. 

Set the trigger criteria with a value of is known and, then click the Apply Filter button

Click the Re-enrollment tab.  Make sure both boxes are checked and click Save.

Once you've completed your trigger, you can select your available actions. Actions will be completed each time the triggering event occurs. 

Now we will add the action to create a task notification. Add an action by clicking the "+" sign.

Select the Send in-app notification action. 

The next step is to determine who will receive the notification and what notification will be created. 

• Who will receive an in-app notification  (you can choose between multiple options which are as follows:
  • Specific users
  • HubSpot teams
  • Contact Owners
• Notification Via - Select In-app alert.
• Notification Created - In our example we've automatically included the first and last name tokens. Click Save. 

Just give your workflow a name, turn it on, and congrats, you're done!

Receive a HubSpot Email Notification When a Message is Received

Log in to your HubSpot account. In the main menu bar go to the Automation > Workflows.

Click the Create Workflow button in the top right. 

Select: Start from Scratch > Contact-Based.

Select the Blank workflow button, and then Next.

Click the Set up Triggers button.

Select a workflow trigger of Heymarket SMS Integration: Contact Messages : Received

Select the Message ID property. 

Set the trigger criteria with a value of is known and, then click the Apply Filter button

Click the Re-enrollment tab.  Make sure both boxes are checked and click Save.

Once you've completed your trigger, you can select your available actions. Actions will be completed each time the triggering event occurs. 

Now we will add the action to create a task notification. Add an action by clicking the "+" sign.

Select the Send internal email notification action. 

The next step is to determine who will receive the email and what will be in its body.

• Who will receive the email notification (you can choose between multiple options which are as follows:
  • Specific users
  • HubSpot teams
  • Contact Owners
• Email Subject 
• Email Body

Just give your workflow a name, turn it on, and congrats, you're done!

Trigger an Automatic Text Message Response When a Form is Submitted

In your HubSpot account. Go to Automation > Workflows

Click on the Create Workflow.

Select: Start from Scratch > Contact-Based.

Select the Blank workflow button, and then Next.

Click on the Set up triggers.

As the trigger criteria, Select Form Submission.

Select your form name from the Form submissions. 

Click the Re-enrollment tab.  Make sure both boxes are checked and click Save.

This is how your workflow should look now. Now that the enrolment trigger of the website form has been completed, it's time to add an action. 

Add an action by clicking the "+" sign.

Select your action trigger, for here we're choosing Send SMS.

Now we'll create our message. We need to populate the phone number the text message will be sent to as well as the message that will be sent. 

Phone Number - Depending on what field you included in your contact form, this will either be the Phone Number field or the Mobile Phone Number field. Select your preferred field by clicking Contact token. 

Message - It can either be hardcoded or you can include a known contact variable, such as a name. Click Contact token to add variables. and then, click Save.

Click the pencil icon to give the workflow a name.

Now we'll turn on our workflow by clicking the Review and publish button.

Review all of the settings and click the Turn on.

Congrats, Your new workflow is now live! 

Send a Text Message from a HubSpot Contact

Setup In your HubSpot account:  go to any contact. 

Navigate to the Heymarket Actions and click on the Chat button to open the Heymarket chat widget so, you can send messages to contacts associated with a contact.

Fill in the Message field with the message you want to send. It can range from static text, HubSpot tokens, links, or emojis in this template.

Send a Text Message from a HubSpot Deal

Setup In your HubSpot account:  go to any deal. 

Navigate to the Heymarket Actions and click on the Chat button to open the Heymarket chat widget so, you can send messages to contacts associated with a deal.

Fill in the Message field with the message you want to send. It can range from static text, HubSpot tokens, links, or emojis in this template.

Send a Text Message from a HubSpot Ticket

Setup In your HubSpot account: Go to any ticket. 

Navigate to the Heymarket Actions and click on the Chat button to open the Heymarket chat widget so, you can send messages to contacts associated with a ticket.

Fill in the Message field with the message you want to send. It can range from static text, HubSpot tokens, links, or emojis in this template.

Set Up HubSpot Auto-Responders

You can automate your HubSpot workflow to respond to your contact when a trigger keyword is sent to your number.

Log in to your HubSpot account. In the main menu bar go to the Automation > Workflows.

Click the Create Workflow button in the top right. 

Select: Start from Scratch > Contact-Based.

Select the Blank workflow button, and then Next.

Click the Set up Triggers button.

Select a workflow trigger of Heymarket SMS Integration: Contact Messages : Received

After selecting Heymarket SMS Integration: Contact Messages : Received filter type. Search for the word Message and select it from the options

The next step is to determine what our trigger keyword is. 

In this example, we want the keyword to be "Yes", so we will select is equal to any of and enter the word "Yes" and click on the Apply filter button.

Click the Re-enrollment tab.  Make sure both boxes are checked and click Save.

Once you've completed your trigger, you can select your available actions. you can configure the message that is received when the trigger keyword is sent.

Add an action by clicking the "+" sign.

Click the Send SMS from the Heymarket SMS Integration.

Now we will set up the message that is sent. 

• Phone Number
• Message

Click the Save button after you're done.

Click on the pencil icon to the right at the top to name your workflow.

We have now set up the HubSpot auto-responder workflow.

Just click review to turn your workflow on, and congrats, you are done!

List Sync

The integration can sync one or more HubSpot lists to Heymarket, and it's a one-way sync that will allow users to sync their List of HubSpot into Heymarket. Also, it will keep the Deltas synced in between the two platforms. 

You can access the List Sync Configuration from the HubSpot Configuration Page in Heymarket.

Configuring List Syncing

To perform the List Sync, you need a few steps to run the syncing.
In the List Mapping section, there are two columns. The column on the left represents the Lists in your HubSpot Instance, and the right column shows the list in Heymarket.

Follow the below steps to map the list(s):

1. Select the list from your HubSpot using the dropdown
2. Select the list from the Heymarket using the dropdown
3. Click on the "Add" button to add the list mapping.

You can always review the list mapping or remove it from here.

The list sync run's in the background, and it will keep the list updated and synced with HubSpot.

SMS Quantity Handling 

There are two new custom properties:

1. hm_sms_received_quantity: to store the number of messages received from a contact.

Click on Create Workflow than select From scratch

Choose Contact-based and click on Next

Click on the Trigger enrollment for contacts and then When on event occurs

For search bring your curson to the Search bar and search for message

Select Contact Messages: Received

Click on Re-enrollment

Switch this re-enrollment toggle to ON 

Click on Save

Click on the + icon to create next action

And search for the Increase or decrease property value

In the selection of Property to increase or decrease  select Heymarket SMS Received and put 1 in Numaric value section

Click on save 

Click on Review and Publish

1. hm_sms_sent_quantity: to store the number of messages sent to a contact.

Click on Create Workflow than select From scratch

Choose Contact-based and click on Next

Click on the Trigger enrollment for contacts and then When on event occurs

For search bring your cursor to the Search bar and search for message

Select Contact Messages: Sent

Click on Re-enrollment

Switch this re-enrollment toggle to ON 

Click on Save

Click on the + icon to create next action

And search for the Increase or decrease property value

In the selection of Property to increase or decrease  select Heymarket SMS Sent and put 1 in Numeric value section

Click on save 

Click on Review and Publish

NOTE: These fields will be created on ReAuth, contact Heymarket Support if you're not able to access them.
 

Timeline SMS Failed Error Reason

Review the reason for a failed SMS in the Heymarket timeline:

Send Outbound SMS When a Text Message is Received

Log in to your HubSpot account. In the main menu bar, go to Automation > Workflows.

Click the Create Workflow button in the top right. 

Select: Start from Scratch > Contact-Based.

Select the Blank workflow button, and then Next.

Click the Setup Triggers button.

Select a workflow trigger of Heymarket SMS Integration: Contact Messages: Received

Select the Message property. 

Set the trigger criteria you need for E.g., is equal to any of: YES, Yes, yes, then click the Apply Filter button.

Click the Re-enrollment tab.  Make sure both boxes are checked and click Save.

Once you've completed your trigger, you can select your available actions. Actions will be completed each time the triggering event occurs. 

Now we will add the action to create a task notification. Add an action by clicking the "+" sign.

Choose the Send SMS action. 

Please complete the info needed to describe your Send SMS action. Which are Phone, Message, and Select Inbox, then click Save

Your workflow should look like this:

Reports

1. Click on the Reports tab → Dashboards to navigate to the dashboards section.

2. Click on Create dashboards.

3. Hit New dashboard.

4. A popup will appear, where you can set the title of your dashboard and set up access management as per your need.
5. Hit Create dashboard.

6. Go back to dashboards then select our created dashboard from the dashboards dropdown menu in the left-top.

7. Now, we are on our dashboard, click on the Actions → Add external content.

8. Choose Other content.

9. Put any desired title in the Title section (Step 1). And here is an important input field URL or embed code  (Step 2) put “https://app.heymarket.com/reports/performance” in that. Then a preview will appear of Heymarket reports.
10. Scroll down and hit Add.

11. Here is the Heymarket Reports dashboard. You can adjust its position by dragging the mouse pointer from the right bottom corner of the report, as marked below.

12. Eventually Heymarket Reports dashboard will look like this:

Note: In order to view reports, the user must be logged into Heymarket in the browser. Once the user logs out of Heymarket, HubSpot will start showing the sign-in page. Once the user logs back into Heymarket, the report will appear again.

FAQ

Q. Can’t find a timeline activity on contacts timeline?

Ans: The timeline will be created only after Heymarket and HubSpot complete their initial sync. After the integration, it will take around 10 minutes for HubSpot contacts to sync with Heymarket. The sync time will depend on the number of contacts you have in HubSpot or Heymarket. If you have 10K contacts in HubSpot and 10K in Heymarket, then it will take extra 5 to 7 minutes for the sync to happen. This delay will happen only during the integration setup period.

Q. Not able to map the FirstName, LastName, Email, Phone in field mapping?

Ans: These fields are not required for your contacts to sync between the Heymarket and HubSpot systems.

Q. Not able to send a message as contact owner?

Ans: You have to set up user mapping before using the send as a contact owner feature.

Make sure that you have completed the integration setup by mapping all of your users who are contact owners.

Q. Can I connect multiple HubSpot Accounts to a Single Heymarket Team?

Ans: No. Heymarket teams are limited to being connected with one HubSpot account. If you wish to connect another HubSpot account, you would need to have another HeyMarket team