In our support conversations, a few HubSpot SMS integration use cases have come up:
Naturally, that raises the question: Is there a clean, compliant way to handle these use cases in HubSpot?
What tools support this? What are the limitations? And how do you set it all up without breaking your CRM workflows?
This guide covers all of that.
Quick summary:
SMS boosts open rates, speeds up replies, and improves event attendance. With the right HubSpot SMS integration tool, you get all these benefits while keeping everything synced to your CRM.
The result? Smoother workflows without added clutter.
What's inside:
It's well known how SMS is one of the most effective channels to reach people (55% read rates and 100% "view rates").
So it can be a solid channel for initiatives such as client acquisition, webinar reminders, or abandoned cart recovery.
But if you're a HubSpot user and also want to use SMS, you may have run into issues like this:
Need for a specialized HubSpot SMS integration tool (Source: Reddit)
Manually logging SMS in HubSpot is a time-waster. So, maybe automate it with Zapier or Make?
Well, you can. But you might end up setting up webhooks or APIs. That's already too technical for most people. And it only solves a small piece of the puzzle.
HubSpot users still face some core limitations when it comes to SMS:
Problem | Why it's an issue |
---|---|
Compliance and opt-in management | HubSpot doesn't track SMS-specific consent natively |
Limited native SMS functionality | Most plans don't support SMS at all |
Personalization and segmentation | Advanced SMS workflows and targeting are hard to set up |
The problem
SMS is highly regulated. Laws like TCPA (US), GDPR (EU), and CASL (Canada) require businesses to get explicit, documented consent before texting anyone.
Even transactional messages can fall under scrutiny, depending on content and context.
Why it's an issue
HubSpot doesn't natively track SMS-specific consent. You can use custom properties or checkboxes on forms. But that doesn't always sync cleanly.
Worse case? Some integrations don't validate consent at all. That leaves you at risk of sending texts to non-opted-in contacts.
You might also need to manage country-specific rules (e.g., double opt-in in Germany). Unfortunately, HubSpot workflows aren't built to handle those by default.
Problem
HubSpot's built-in SMS features are either minimal or completely missing, especially on lower-tier plans. For anything beyond basic notifications, you'll need external tools.
Why it's an issue
With third-party apps, you risk data falling out of sync with your CRM. And even when integrations exist, they're not always "native."
Some apps don't fully embed into HubSpot's UI. This limits how you can trigger messages, log activity, or use CRM data for targeting.
💡 A proper HubSpot SMS integration should feel seamless, built to sync contacts, trigger texts from workflows, and log message history inside contact records. Mobile Text Alerts offer this kind of native-like functionality without the dev lift.
Adaptive group for scheduled messages
The problem:
SMS messages must be timely. Otherwise, users will opt out fast.
Mindy Regnell, Head of Market Intelligence at Klaviyo, puts it this way:
“Send your SMS subscribers messages regularly. If you don't, they are likely to forget that they signed up for texts. This can drive up unsubscribe rates and the chances of your texts being flagged as spam.
Mind you, the problem is more than timing and frequency. Relevance is just as critical.
The 2024 Global Texting Takeaways report that:
Lack of personalization (Source: 2024 Global Texting Takeaways)
Unfortunately, there are no fixes to personalization with just HubSpot.
Why it's an issue
HubSpot's email tools have personalization options, like dynamic tokens and list segmentation. But many SMS integrations don't bring that same power to texting. You might be stuck with generic messages or limited merge fields.
With the right external tool, you can do deep personalization, like logic-based workflows.
💡 Mobile Text Alerts, for example, allows teams to automate SMS workflows within HubSpot. You can access even more personalization features in-MTA with a dedicated Workflow Builder.
How to create an SMS workflow
A dedicated HubSpot SMS integration tool ensures messages are timely, compliant, and personalized without derailing your workflows. Such tools save time, reduce churn, and keep your CRM clean.
But which one can support real-world use cases? Let's find out.
These three tools integrate SMS into HubSpot, helping you automate texts, manage replies, and stay compliant. Each has its strengths and tradeoffs.
Tool | 1:1 Messaging | Bulk Campaign | Compliance Tools | MMS Support | Ease of Use |
---|---|---|---|---|---|
Mobile Text Alerts | Directly from the HubSpot dashboard | Fully automated | Consent sync + audit logs | ✅ | Plug-and-play |
Sakari | From the contact record | Via workflows | Basic opt-in tracking | ✅ | Moderate setup |
Salesmsg | Inbox-style 2-way chat | Broadcast & triggers | Consent + opt-out handling | ✅ | Intuitive UI |
Now, let's break them down one by one.
Sakari is a cloud-based SMS platform built to bridge SMS and HubSpot workflows. With it, marketing and sales teams can send, log, and manage both 1:1 and mass SMS from within the HubSpot CRM without switching platforms.
Capabilities:
For who:
Works for individuals/teams who send event reminders, follow-ups, or transactional messages from HubSpot. It is commonly used in agencies, higher-ed institutions, and SMBs looking for integrated 2-way texting.
Limitations:
Sakari works best once configured, but setup can be tricky.
In short, Sakari lacks complex logic, segmentation, or tagging features unless you add custom workarounds.
Salesmsg is a two-way business texting and calling platform that integrates with HubSpot. It allows teams to send SMS and MMS messages within HubSpot.
Overall, it streamlines communication workflows and makes managing follow-ups and nurturing leads easy.
Capabilities:
For who:
Works for sales, support, and account management teams who need fast, trackable communication inside HubSpot. It automates follow-ups, reduces admin time, and boosts engagement rates.
Limitations:
Salesmsg excels at 1:1 messaging and basic automation. More complex segmentation or complex SMS branching logic needs workarounds.
Some users also note that its shared inbox setup can be a bit confusing. It is even more so for larger teams managing several reps or phone numbers.
Mobile Text Alerts is a fully integrated SMS platform. Whether in-platform or in-HubSpot, businesses use it to manage SMS communications. It streamlines customer engagement through one-on-one texting, automated workflows, and SMS activity tracking.
Hence, it's ideal for teams seeking simple, scalable SMS integration.
"We stand out [from other HubSpot SMS integrations] with full conversation management natively in HubSpot." - Joel Pelton, VP of Technology, Mobile Text Alerts
Capabilities:
For who:
Mobile Text Alerts is ideal for businesses of all sizes, particularly those who want to integrate SMS directly into HubSpot workflows. It works for sales teams, customer support teams, and marketers who need to streamline communication and automate SMS campaigns.
Limitations:
Teams seeking highly complex segmentation or dynamic message flows can't do so within HubSpot, but they can do it within the MTA dashboard.
Short answer: Mobile Text Alerts. It is the closest to an all-in-HubSpot SMS integration tool.
💡 Unlike other tools that rely heavily on external dashboards or limited sync, MTA brings one-on-one messaging, automated workflows, opt-in tracking, and activity logging entirely into HubSpot. It's the most seamless way to manage SMS campaigns without leaving your CRM.
Here's a closer look at how Mobile Text Alerts brings SMS into HubSpot—seamlessly, scalably, simply, without extra tabs or tools:
Feature | What It Does |
---|---|
1-on-1 SMS inside HubSpot | Send direct text messages to any contact from your HubSpot dashboard |
Automated SMS workflows | Build personalized, event-based SMS automations using HubSpot workflows |
Real-time contact syncing | Keep your HubSpot and SMS lists synced automatically — no manual imports |
Custom SMS automation | Create "set it and forget it" logic tailored to your team's exact use cases |
SMS timeline tracking | View all SMS conversations within the contact record in HubSpot |
Sometimes, you only need to send a quick, personal message—no workflows, no full-blown campaign. MTA makes this possible.
With 1-on-1 SMS in HubSpot, you can text any contact directly from their record in your dashboard. It's perfect for quick follow-ups, reminders, or time-sensitive updates.
Just open the contact, type your message, and hit send. Besides, everything stays logged in your CRM. So you always have context for future conversations.
Whether it's sales, support, or staying in touch, 1-on-1 SMS gives you a fast, easy way to connect with customers.
With MTA, you'll build automated SMS campaigns for your HubSpot contacts inside HubSpot. Whether you're sending:
You can create workflows that trigger texts based on desired conditions. This means your messages go out at the right time to the right people automatically.
And since it's all inside HubSpot, your team can manage contacts, emails, and SMS in one place.
Best part? This is scalable, efficient, and ideal for teams of any size.
With instant contact syncing between HubSpot and Mobile Text Alerts, you never have to manage two separate lists. Just add or update a contact in HubSpot, and it's immediately reflected in your SMS contact list.
No manual exports. No duplicate entries. No missed messages.
This real-time integration cleans your data and aids accurate outreach. Plus, it works for different use cases:
This way, your SMS campaigns are easy to manage.
Now, you can focus on messaging, not maintenance.
SMS boosts sales, but adding another tool to your stack can feel overwhelming.
With the Mobile Text Alerts + HubSpot integration, you don't have to juggle platforms or micromanage every message. You can:
Once set up, your automation runs in the background, saving time while keeping your audience informed.
This is smart, scalable communication. No extra effort.
Never lose track of a text conversation again. With SMS tracking built into your HubSpot contact timeline, every message you send or receive through Mobile Text Alerts is automatically logged.
You'll see the entire history of SMS interactions alongside emails, calls, notes, and more. This way, everyone on your team always has the full context. And this will come in handy for:
You'll have all the information you need right where you need it.
Ready to integrate your SMS workflows in HubSpot with MTA?
Let's show you how to set it up.
First things first, do you have a Mobile Text Alerts (MTA) account?
If not, get started here—open a 14-day, free trial account:
Once you're signed in, follow these 5 steps:
Pick how your data syncs between HubSpot and MTA:
That's it!
Your HubSpot and MTA contacts will now stay synced automatically.
Note: You can manage or disable integrations anytime from the Integrations page.
You can also set up and manage your SMS inside MTA. Even better, you can segment your contacts based on synced attributes.
Whether in HubSpot or MTA, your account is all set now. Integration is ready. You're good to go.
Get started with Mobile Text Alerts + HubSpot now!
No. Setup takes just a few clicks—no coding, no dev help required.
Yes. Any updates in HubSpot or MTA reflect instantly across both platforms.
No. The integration adds SMS capabilities without disrupting your current workflows, lists, or CRM setup.
Bio:
Oluwaseun Akinlembola is a B2B SaaS writer specializing in productivity and marketing. He's a top-rated seller on Legiit and collaborates with agencies like TripleDart (SaaS) and SERPReach (SEO). You can find him on LinkedIn.
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