How to Use a HubSpot SMS Automation for Marketing


Portrait of woman reviewing HubSpot SMS automation

HubSpot is a powerful platform. You can use it to engage, track, and convert leads with tools like email drip campaigns, landing pages, and texting for HubSpot. Your team can save time managing all of these projects from a single, centralized hub. With help from Hubspot SMS automations, you can streamline your lead communications further.

What Is a HubSpot SMS Automation?

A HubSpot marketing automation takes over frequent, manual tasks, reducing your marketing team’s workload. This way, your team can focus on making one-on-one connections with leads who text in. If the sales team handles those chats, your marketing team can increase the volume of leads they handle, and work on more strategic tasks themselves.

You can access HubSpot SMS automations after you integrate your account with your business text messaging platform. It should be a fast, seamless process. Then, you can start setting up automations. (Plus, if you’re new to the integration, you can start texting leads right from HubSpot’s interface!)

Read on to learn 4 ways to use a HubSpot SMS marketing automation.

Want to learn more about texting from HubSpot? Check out our guide to texting throughout the HubSpot customer lifecycle.

Learn More

Use Automatic Contact Syncing for Accurate Data

This first HubSpot SMS automation isn’t one you need to set up. As soon as you integrate HubSpot with your business SMS platform, the contacts and custom fields in both platforms with sync right away. After this initial sync, any contact information added into one platform will update in the other platform right away.

For example, when you create a marketing campaign that features your business SMS number, you can ask leads to text a keyword to sign up for your SMS list. You can set your business SMS platform to automatically add their contact information to HubSpot as soon as it receives the correct keyword. Additionally, if a salesperson later adds a custom field to that contact, it will immediately update in your business texting platform.

Accurate data, especially custom fields, is critical in the marketing world. In order for personalized content to engage leads, it needs to be correct. Automated platform syncing ensures that your SMS marketing campaign content is always up to date.

Increase Open Rates with Automated SMS Conversational Marketing

A HubSpot SMS automation empowers your team to send personalized texts to small lists of customers. Sending a single text to multiple recipients is easy. First, you’ll create a template with space for contacts’ custom fields. Then, you’ll select a list of leads and press “send.” Your business texting platform will automatically insert your contacts’ personalized information into each outgoing message.

You can also create an SMS drip campaign. You’ll choose a number of templates, recipients, and the schedule for sending the texts. With an SMS drip campaign, you can add leads to the campaign whenever you’d like. You can even set up a HubSpot SMS automation that adds new opt ins to the SMS drip campaign automatically.

An SMS drip campaign message sent to new list members may look like the following example:

Hi {{customer name}}! Welcome to the Swift Shoes Loyalty SMS list. We’ll send you once-a-month shoe tips and other VIP information. Text us if you have any questions! (Or content requests!) Text STOP to unsubscribe.

Personalized email marketing content often ends up in junk inboxes. But personalized business texts are often read right away by leads. A high open rate can help you get your marketing content into the hands of more leads, increasing engagement.

Send SMS Follow Ups with an HubSpot SMS Automation

Your team or your sales team may answer lead questions that come in after an SMS marketing campaign. No matter who is handling these person-to-person chats, it’s important to answer them immediately. That’s where an auto reply comes in. This is one of the easiest HubSpot SMS automations to set up.

First, create an auto reply for business hours. This auto reply will let customers know when they can expect an answer from your team or your sales team. You can also provide additional campaign-related information if customers text in a campaign-related keyword. An after-hours auto reply is standard fare. Just remember to include any additional branding if it’s important to the marketing campaign.

A during-hours auto reply sent in response to an SMS marketing campaign keyword may look like the following example:

Hi {{customer name}}! So glad you’re reaching out about our brand-new product. We’ll get to your query in about 5-10 minutes. Text STOP to unsubscribe.

This automation is critical when it comes to SMS. It sets the tone for following conversations. For branding continuity, ensure that the auto reply content matches up with the corresponding marketing campaign messaging.


Want to learn more about texting from HubSpot? Check out our guide to texting throughout the HubSpot customer lifecycle.