How to Send & Receive SMS When HubSpot Contact is Updated Using Pabbly Connect

Learn how to integrate HubSpot and Twilio to send and receive SMS notifications when HubSpot contacts are updated using Pabbly Connect. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows seamless integration between HubSpot and Twilio for sending and receiving SMS notifications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. Existing users can sign in, while new users can create a free account in under two minutes. After signing in, you will reach the all applications page, where you can access Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. This will prompt you to name your workflow. For this integration, you can name it ‘Send or Receive SMS When HubSpot Contact is Updated.’ Once named, click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select HubSpot CRM as the trigger application.
• Choose the trigger event as ‘Contact Updated.’

Next, connect your Pabbly Connect account to HubSpot CRM. You will be asked to add a new connection by selecting ‘Connect with HubSpot CRM’ and authorizing the connection. After successful authorization, you can proceed to set the properties that will trigger the workflow.

3. Setting Up the HubSpot Trigger

In this step, you will specify the properties that can be updated in HubSpot. Common properties include first name, last name, phone number, and email address. After selecting these properties, click on ‘Save and Send Test Request’ to check if the connection works correctly.

Once the test request is sent, you can verify the updated contact information from HubSpot. For example, if you update the email address of a contact, the system will fetch the latest details, confirming the connection between HubSpot and Pabbly Connect.

4. Configuring Twilio Action in Pabbly Connect

Now that the trigger is set, the next step is to configure the action application, which will be Twilio. Select Twilio as the action application and choose the action event as ‘Send SMS Message.’ Click on ‘Connect’ to link your Twilio account with Pabbly Connect.

To connect Twilio, you will need your Account SID and Authorization Token. These can be found in your Twilio account dashboard. Copy these credentials into the respective fields in Pabbly Connect and click on ‘Save.’ This will establish a successful connection with Twilio.

• Input the message body for the SMS.
• Map the recipient’s phone number from the HubSpot contact details.
• Specify the sender’s number as per your Twilio account.

After setting up the message body, save the configuration and send a test request to ensure that the SMS is sent correctly to the user and the admin.

5. Testing the Integration in Real Time

With the workflow configured, it’s time to test the integration. Update a contact in HubSpot by changing their details, such as the email address or phone number. After making the changes, save the contact.

Within 10 minutes, as per the polling time set in Pabbly Connect, an SMS should be sent to the user and the admin, confirming that the integration works flawlessly. Check your SMS inbox to verify the receipt of the message.

This testing phase confirms that the integration between HubSpot and Twilio via Pabbly Connect is successful. You can now automate SMS notifications whenever a contact is updated in HubSpot.

Conclusion

In this tutorial, we explored how to integrate HubSpot with Twilio using Pabbly Connect. By setting up a workflow, we enabled the automatic sending and receiving of SMS notifications when HubSpot contacts are updated. This integration enhances communication and ensures that both users and admins are informed about changes promptly.