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Mobiz integration with HubSpot

This guide provides a step-by-step process to integrate Mobiz with HubSpot for data synchronization and automated text message sending through HubSpot workflows.

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 covers the following:

  • 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 in the activity feed on HubSpot contact records
  • Ensure communication preferences are updated and maintained across platforms when someone opts out

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 would like to sync with Mobiz, hover over the list name, and select Details.
  • Scroll to the bottom of the side panel and copy the list ID.

 

Identify contact properties to sync
  • Make a list of the properties you want to sync between Mobiz and HubSpot.
  • Mobiz needs the internal name for each property you want to sync between the two accounts.
  • To find the internal names, navigate to Profile and Preferences from the account dropdown.
  • Go to Data Management > Properties.
  • Search for the property you want to sync, select Edit, and select the </> icon next to the field name.
  • Copy the internal name.

Note: A mobile number is required for Mobiz. To personalize your messages, sync any relevant contact properties such as first name, location, date of birth, or last purchase.


3. Create lists and custom columns within Mobiz

This step is optional and can be completed by the Mobiz team.

  • Ensure Mobiz has the columns in the contacts section that you want to sync.
  • If any columns are missing from the defaults provided, you can create them as custom columns.
  • Create a list within Mobiz where you would like your contacts to sync.
4. Share list IDs and contact properties with Mobiz
  • Provide Mobiz with the list IDs and the contact properties you want to sync.
  • Include the Mobiz list name to which you would like your HubSpot list to sync.
  • Mobiz will configure these list IDs within your Mobiz account and update them daily to ensure data consistency.

Sync communication preferences between Mobiz and HubSpot

Syncing subscription status between HubSpot and Mobiz helps maintain compliance with opt-in regulations, keeps communication preferences consistent across platforms, and improves targeting by ensuring only subscribed contacts are included in campaigns.

To use the native HubSpot SMS subscription status, you need an Enterprise plan or a Marketing Hub plan with the SMS add-on. If you do not have this plan, Mobiz can still sync the status using a custom property.

To sync subscription status without HubSpot SMS services, follow these steps:

To sync subscription status without HubSpot SMS services, follow these steps

 
Create a custom property in 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.

  • Ensure the field is set at the contact level.

  • Set the field type to Radio select and add two options: Subscribed and Unsubscribed.

  • Save the newly created property.

 

Provide the internal field name to Mobiz

  • Share the internal field name with Mobiz.
  • Mobiz will configure the integration to sync this field to Mobiz daily.
  • If a contact’s SMS subscription status changes to Unsubscribed, Mobiz will update that contact accordingly and prevent further messages from being sent.
This subscription status sync works both ways. All subscription status updates in HubSpot are synced to Mobiz, and if a contact’s subscription status changes in Mobiz, the SMS subscription status property in HubSpot is updated as well.

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. Click Save

       

Provide the internal field name to Mobiz

Mobiz will then configure the integration to sync this field to Mobiz daily.

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.

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.read
      • crm.export
      • crm.objects.contacts.read
      • crm.objects.contact.write
      • crm.objects.custom.read
      • crm.objects.custom.write
      • tickets
    Configure the webhook
    • Request the webhook URL from Mobiz.
    • The Mobiz team will configure an automation within the Mobiz app.
    • You will receive the automation name, ID, URL, and the target URL needed for the private app.
    • Under the Webhook tab, insert the target URL provided by 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, such as a form submission or lead status change, updates the Mobiz message property.
  • This action and trigger can be added at any stage within a new or existing workflow.

Navigation path:

HubSpot > Automations > Workflows > Create workflow > From scratch > Contact-based workflow > Blank workflow > Next



Structure the message content as: ,.


Use HubSpot tags for personalization.

 

4. View message history and delivery status

You can view delivery receipts and sent messages in 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 for your automation. Alternatively:

  • Log in to the Mobiz app.
  • Navigate to Automations.
  • Select the graph icon on the automation linked to HubSpot to view analytics.
  • View sent messages at the bottom of the page.

Mobiz also allows you to download a CSV or create a new list of all delivered messages and contacts:

  • On the delivered stat at the top of the automation analytics page, select the more icon.
  • Choose 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.

Wrapping it Up

This integration streamlines SMS marketing by combining HubSpot CRM data with Mobiz automation capabilities. By following these steps, you can synchronize contact lists, define custom properties, trigger SMS messages within HubSpot workflows, and maintain accurate communication preferences across both platforms.