HelloSend for HubSpot is a powerful multi-channel communication platform that brings SMS, WhatsApp directly inside HubSpot. It eliminates the need for tool switching, allowing agents to manage all customer conversations from tickets or contact records in real time.
With HelloSend, teams can run one-to-one messaging, bulk campaigns, and automations, while keeping every interaction automatically logged in HubSpot. This ensures a complete communication history, faster response times, and a consistent, reliable customer experience across all channels.
Supported Integrations
Supported Channels
Prerequisites
Note: Feature availability may vary by your HubSpot subscription. Automation requires HubSpot Workflows (Professional/Enterprise typically).
Step-by-Step Guide
1Install HelloSend in HubSpot
- Go to the HubSpot App Marketplace and search for "SMS & WhatsApp by HelloSend"
- Click Install app and choose the correct HubSpot account.
- Review and grant the requested permissions.
- After installation, open any Contact, Company, or Deal record to see the HelloSend DM panel in the right sidebar.
2Connect your SMS number
- In HelloSend → Settings → Channels → SMS, choose Twilio or RingCentral.
- Authenticate your provider and select the SMS‑enabled number to use.
- Toggle Send/Receive and (if applicable) MMS support.
- Click Save and send a quick test message from a HubSpot contact record.
3Connect WhatsApp
Option A — Personal (Mobile) WhatsApp
- Go to HelloSend → Channels → WhatsApp (Mobile) and click Link device.
- Open WhatsApp → Settings → Linked devices on your phone and scan the QR shown in HelloSend.
- Keep your phone online for reliable delivery; pairing persists across sessions.
Option B — Meta WhatsApp Business (API)
- Go to HelloSend → Channels → WhatsApp (Meta) and click Connect.
- Sign in with your Facebook Business account and complete the guided steps.
- Choose/verify the phone number, set a display name, and finish verification.
- (Recommended) Sync message templates for outbound initiations and workflow use.
4Send 1:1 Messages from HubSpot Records
- On any Contact/Company/Deal record in HubSpot, locate the HelloSend DM panel on the right sidebar.
- Click the HelloSend DM button to begin composing a new message.
- Select the channel you want to use: SMS (via Twilio/RingCentral) or WhatsApp (Mobile or Meta).
- The “To” number is automatically populated from the contact record.
- (Optional) Select a pre-saved template for quick and consistent messaging.
- Use HubSpot merge fields such as contact first name, company name, or deal details to personalize the message.
- Click Send to deliver the message instantly.
- All replies will appear in the HelloSend Shared Inbox, ensuring your team has visibility.
- Messages and replies are automatically logged in the HubSpot timeline, so you always have a full record of customer communication.
5Automated SMS & WhatsApp
- In Automation → Workflows, create or open a workflow.
- Add HelloSend actions such as Send SMS, Send WhatsApp (Mobile or Meta), Start/Stop Drip, or Wait until replied.
- Trigger on events like form submissions, deal stage changes, list membership, or property updates.
- Personalize with HubSpot tokens (e.g., First name, Deal amount). Ensure required WhatsApp template is selected for Meta‑initiated messages.
6Run Campaigns (Bulk)
- Go to HelloSend → Campaigns.
- Choose SMS or WhatsApp (Mobile/Meta).
- Select audience via HubSpot list, filters, or CSV import.
- Allows you to schedule the SMS campaign for a specific date and time.
- Launch and track delivery, responses, and failures in real time.
7Monitor Analytics & Logs
- View message logs with status (Sent/Delivered/Failed) per contact.
- Track campaign metrics: send volume, In Progress status, Delivered count, Failure count, skiped count.
- Export logs for audits and compliance.
Key Features
💬 Direct SMS Messaging in HubSpot with HelloSend
- Send one-on-one SMS directly from tickets or contact records without switching tools.
- Every message—sent and received—is automatically logged on the ticket timeline for full context.
- Enables smooth customer communication, faster issue resolution, and a complete message history in one place.
- Perfect for personalized support, quick updates, and private follow-ups.
- Keeps your team connected and your records accurate and up to date.
Shared Inbox (SMS & WhatsApp)
- Run large-scale Bulk SMS Campaigns directly from HelloSend integrated with HubSpot.
- Use advanced audience segmentation by HubSpot fields such as status, region, or custom properties to target the right customers.
- Perfect for promotions, alerts, reminders, and mass notifications, ensuring consistent messaging across your customer base.
- Track key metrics in real time, including delivery rates, open rates (when MMS links are used), and response rates.
- All campaign conversations are automatically logged in HubSpot for complete visibility and reporting.
📢 Bulk SMS Campaigns with HelloSend in HubSpot
- Send a sequence of automated messages via SMS or WhatsApp on a set schedule.
- Perfect for follow-ups, onboarding, or re-engagement campaigns.
- Leverage webhook automation to integrate with HubSpot triggers or external systems.
- Trigger personalized messages based on customer actions, ticket updates, or time delays.
- Each step is fully customizable with:
- Pause on reply to stop the sequence automatically.
- Use dynamic variables for personalization.
- Deliver messages across multiple channels seamlessly.
- Eliminates manual intervention while maintaining personalized engagement.
⚙️ Automated Workflows (Drip Campaigns) with HelloSend Webhooks
- Send a sequence of automated messages via SMS or WhatsApp on a set schedule.
- Perfect for follow-ups, onboarding, or re-engagement campaigns.
- Leverage webhook automation to integrate with HubSpot triggers or external systems.
- Trigger personalized messages based on customer actions, ticket updates, or time delays.
- Each step is fully customizable with:
- Pause on reply to stop the sequence automatically.
- Use dynamic variables for personalization.
- Deliver messages across multiple channels seamlessly.
- Eliminates manual intervention while maintaining personalized engagement.
💬 WhatsApp Messaging in HubSpot
Use HelloSend to start and respond to WhatsApp messages right from HubSpot.
You can connect either:
- Personal WhatsApp (Mobile) – Link your mobile WhatsApp account by scanning a QR code in HelloSend. Setup takes less than a minute
- WhatsApp Business API – Connect via your Facebook Business account for verified, large-scale messaging.
All conversations are automatically logged to the relevant ticket or contact record.
🌟 Benefits of Using HelloSend – SMS, WhatsApp for HubSpot
Multi-Channel Messaging
Communicate with customers via SMS and WhatsApp directly from the ticket view—conversations are automatically synced.
Campaigns & Workflow Automation
Launch bulk campaigns or trigger messages using HubSpot workflows (e.g., based on ticket status, SLAs, or tags).
Shared Inbox with Role-Based Access
Improve team collaboration with a shared inbox while maintaining data control through (Role-Based Access Control) (RBAC) — ensuring users only access messages and numbers relevant to their role or team.
Automatic Logging and Transparency
All communication—whether it's a message automatically logged in the ticket history. This ensures consistent context for agents and a complete audit trail for your team.
Global Reach via SMS and WhatsApp
Connect with customers across regions using Twilio, RingCentral, or WhatsApp Business. HelloSend supports both mobile-linked and API-based WhatsApp channels.
📝 Conclusion
By integrating HelloSend with HubSpot, your team can manage SMS, and WhatsApp in one place—eliminating tool switching, improving response times, and ensuring every interaction is centralized, trackable, and personalized for faster, more reliable customer communication.
