HubSpot SMS Automation
Sync contacts, send instant texts, and move new leads from hello to deal automatically.
Why This Workflow Matters
This automation keeps your CRM and SMS perfectly aligned. Every new contact gets a timely message, every reply gets tracked, and every opportunity is followed up no manual effort needed.
How It Works:
When HubSpot records a new lead or opportunity , this workflow automatically creates or updates the contact , adds a tag , and starts the nurture and SMS touch. The SMS greets the lead by name, thanks them, and offers quick support. If they reply positively, a deal or follow‑up task is created. If not, the contact continues through the nurture sequence until ready to engage all tracked for better engagement and conversion.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| HubSpot detects new lead or opportunity update | Ensures every new potential customer enters the right flow instantly | |
| Create/update contact in CRM | Keeps contact data fresh and accurate | |
| Add relevant tag | Segments leads for better targeted messaging | |
| Start automation | Triggers the nurture + SMS sequence automatically | |
| Send SMS | “Hi {{first_name}}, thanks CRM sync: nurture and SMS touch. Reply HELP for support.” | Builds personal connection and sets expectations |
| Wait for reply | Gives leads time to respond naturally | |
| If positive reply | create deal/task | Moves engaged leads closer to conversion |
| Else | continue nurture sequence | Keeps quiet leads warm and informed |
SMS Message Variations
- Hi {{first_name}}, thanks for connecting! We’re syncing your info to keep things easy. Reply HELP for support.
- Hey {{first_name}}, appreciate your interest! We’ll stay in touch with helpful updates. Need help? Just reply HELP.
- Hi {{first_name}}, thanks for reaching out! We’ll send quick tips and offers. Reply HELP anytime for support.
Who It Helps
- SaaS and tech teams managing new trial signups
- Agencies nurturing inbound leads
- Sales teams tracking deals in HubSpot
- Service providers using SMS follow‑ups to confirm interest
Integrate Now
Connect HubSpot + D7 SMS today turn every new lead into a lasting customer.