Overview
This guide provides a step-by-step process to integrate Mobiz with HubSpot for data synchronization and automated text message sending through HubSpot workflows.
This article contains the following information:
Syncing contacts and their data between Mobiz and HubSpot.
Syncing communication preferences (subscription status) between Mobiz and HubSpot
Sending text messages from HubSpot via Mobiz, with message content defined within HubSpot and delivery receipts logged as contact activity in HubSpot.
Integration examples:
Push active or static contact lists to Mobiz regularly.
Automate messages through workflows from HubSpot to Mobiz.
Send meeting schedule links based on the contact owner.
View full analytics in Mobiz for both native and HubSpot-generated messages.
Store delivery receipts of messages in the activity feed on HubSpot contact records.
Ensure communication preference is updated and maintained across platforms. (When someone opts out of communication, this information is synced both ways.)
1. Sync HubSpot contact lists to Mobiz:
Syncing HubSpot contact lists to Mobiz enhances your SMS marketing by enabling precision targeting, personalization, and automated messaging, while ensuring data consistency and providing comprehensive analytics.
To use this feature, follow these steps:
Obtain HubSpot list IDs:
Navigate to lists in HubSpot.
Find the lists you'd like to sync with Mobiz, hover over the list name, and select "Details."
Scroll to the bottom of the side panel and copy the ILS list ID.
Identify contact properties to sync:
Make a list of the properties you wish to sync between Mobiz and HubSpot.
Mobiz needs the internal name for the properties that you wish to sync between the two accounts.
To find the internal names, navigate to Profile and preferences within the dropdown of your account info.
Scroll to Data management > Properties
Search for the property that you wish to sync, select Edit and Select the
</>icon next to the field name.Copy the Internal name
Mobile number is required for Mobiz
To personalize your messages sync any relevant contact properties. We recommend first name and any others that may be relevant, such as location, date of birth, last purchase, etc.
3. Create list and custom columns within Mobiz (This step is optional and can be completed by the team at Mobiz)
Ensure Mobiz has your desired columns within the contacts section that you would like to sync.
If there are missing columns from the defaults provided, you can create these as custom columns. Read more about creating custom columns in this article.
Create a list within Mobiz where you would like your contacts synced. Create lists within Mobiz.
4. Share list IDs and contact properties with Mobiz:
Provide Mobiz with the list IDs and the contact properties you wish to sync. Include the list name within Mobiz to which you would like to sync your HubSpot list.
Mobiz will configure these list IDs within your Mobiz account, these will be updated daily to ensure data consistency.
2. Syncing communication preferences between Mobiz and HubSpot - specifically unsubscribes.
Syncing subscription status between HubSpot and Mobiz ensures compliance with opt-in regulations, maintains consistent communication preferences across platforms, and enhances targeting by only including subscribed contacts in campaigns. This synchronization improves data accuracy and reduces the risk of sending unwanted messages.
To use the native HubSpot SMS subscription status, you will need to have an Enterprise plan account or Marketing Hub plan with SMS service add on. If you do not have this plan, Mobiz can still sync the status, so all is not lost.
To sync subscription status without HubSpot SMS services, follow these steps
Create a custom property on contact level within HubSpot:
Log in to HubSpot
Navigate to Profile and Preferences > Data Management > Properties.
Create a custom contact property named "SMS subscription status" (Or any name you prefer.) Important to note that this property will need to be managed by you.
Ensure the field is on contact level
Set the field type to Radio select > add two options of Subscribed and Unsubscribed.
Save the newly created property.
Provide the internal field name to Mobiz (Video walkthrough on how to find the internal name)
Mobiz will then configure the integration to sync this field to Mobiz daily.
If the contact's SMS subscription status changes to unsubscribed, Mobiz will ensure that this contact is set to unsubscribed within the Mobiz platform and you will not be able to message this contact again.
This subscription status syncing works both ways. All subscription status updates in HubSpot will be synced to Mobiz. And if any contact's subscription status changes in Mobiz (from Subscribed to Unsubscribed or vice versa), the "SMS subscription status" property on HubSpot will be updated as well.
3. Send messages via HubSpot workflow:
Streamline your marketing efforts by creating a workflow within HubSpot that sends text messages via Mobiz to your contacts. This integration allows you to manage and automate SMS campaigns directly from HubSpot, leveraging existing CRM data and workflows for a seamless experience.
Using the workflow ensures timely and targeted communication, improves efficiency by reducing the need to switch between platforms, and enhances the overall tracking and personalization of your messages.
To create a HubSpot workflow that triggers Mobiz to send text messages without logging into Mobiz, follow these steps:
Create a custom property on contact level within HubSpot:
Log in to HubSpot
Navigate to Profile and Preferences > Data Management > Properties.
Create a custom contact property named "Mobiz message" (or any name you prefer).
Ensure the property is in the Contact Information group.
Set the field type to Multi-line text.
Save the newly created property.
Create a Private App in HubSpot:
Log in to your HubSpot account.
Navigate to Profile and Preferences > Integrations > Private Apps.
Create a new private app named "Mobiz" (or any name you prefer).
Allow the necessary scopes for the private app. The following scopes need read or write access:
crm.lists.readcrm.exportcrm.objects.contacts.readcrm.objects.contact.writecrm.objects.custom.readcrm.objects.custom.writetickets
Request the webhook URL from Mobiz.
The team at Mobiz will configure an automation within the Mobiz app.
The name, ID and URL of this automation will be given to you as well as the URL needed for the Private App.
Under the Webhook tab, insert the target URL that you received from Mobiz, set throttling to 50, and create the subscription.
Create a new webhook subscription with the following details:
Object type: Contact
Listen for which events: Property changed
Which properties: Choose the custom contact property created in step 1 ("Mobiz message").
Subscribe and create the private app
You will receive an access token, copy this access token and send it to Mobiz.
Create a HubSpot workflow to trigger messages:
Configure a workflow in HubSpot where a specific action (e.g., form submission, lead status change) updates the "Mobiz message" property. This action and trigger can be added at any stage within a workflow, either new or existing.
Login to HubSpot > Automations > Workflows > Create workflow > From scratch > Contact based workflow > Blank workflow > Next
Structure the message content as:
{{Contact mobile number}},{{Message content}}.Use HubSpot tags for personalization (Read more about HubSpot personalization tags here)
4. View message history and delivery status:
You can view delivery receipts and sent messages through both Mobiz and HubSpot
Through Mobiz:
Follow the automation URL that Mobiz shared with you when creating the Private app
This will take you directly to the analytics page of your automation. Alternatively:
Log in to the Mobiz app
Navigate to Automations
Select the graph icon on the automation that is linked to HubSpot to view analytics.
View sent messages at the bottom of the page.
Mobiz allows you to download a CSV or create a new list of all delivered messages and contacts. To do this follow these steps:
On the delivered stat at the top of the automation analytics page, Select the more icon.
Select to either download CSV or create audience.
Through HubSpot:
Log in to HubSpot
Search for or select a specific contact who received the message.
View contact activity to find the delivery receipt and message information, including timestamp, status, and message content.
Conclusion:
This integration streamlines SMS marketing by leveraging HubSpot's CRM data with Mobiz's automation capabilities. Following these steps, users can synchronize contact lists, define custom properties, and seamlessly trigger SMS messages within HubSpot workflows, enhancing engagement and tracking while maintaining data integrity across platforms.