Creating a Workflow in Hubspot
This guide provides detailed instructions on creating a workflow in Hubspot with the TallBob SMS app
Tall Bob Support
9 steps
50 seconds
Tallbob
HubSpot
1
**Prerequisite**: Ensure that the connection between Tall Bob and HubSpot has been successfully configured before proceeding. For detailed setup instructions, please refer to our support article - <https://support.tallbob.com/support/solutions/articles/17000152954-connecting-tallbob-sms-with-hubspot>
2
Log into your Hubspot Account and navigate to Automations -> Workflows
3
Click on the 'Create workflow' and choose the option as 'From Scratch'
4
The first step is to configure your Trigger. In this example, we have selected Trigger Manually. You can choose the trigger that best suits your specific use case and automation requirements.
For more information on setting up workflows and configuring triggers, please refer to the HubSpot documentation - <https://knowledge.hubspot.com/workflows/create-workflows>
5
Once the trigger is setup, click on the 'Save and Continue'.
6
The next step is to configure the Action. In the Choose an Action section, search for Tall Bob SMS. Once the app appears, select the action you would like to perform. In this example, we have selected Send One-Way SMS.
7
Provide the following details: - Recipient Number – Enter the mobile number of the recipient. - Message Body – Enter the content of the SMS message to be sent. - Sender Address – Select the appropriate sender address based on the SMS action selected. This can be either an alphanumeric Sender ID or a longcode.
8
Click on the 'Save' Button to save your action
9
Finally, click the Review and turn on button . \ Review your workflow to ensure all settings are correct. Once you're satisfied, click the Turn on workflow button to activate it.
If you get stuck in the middle, don't hesitate to reach out to us at [support@tallbob.com](mailto:support@tallbob.com)
Creating a Workflow in Hubspot
This guide provides detailed instructions on creating a workflow in Hubspot with the TallBob SMS app
Tall Bob Support
9 steps
50 seconds
Tallbob
HubSpot
1
**Prerequisite**: Ensure that the connection between Tall Bob and HubSpot has been successfully configured before proceeding. For detailed setup instructions, please refer to our support article - <https://support.tallbob.com/support/solutions/articles/17000152954-connecting-tallbob-sms-with-hubspot>
2
Log into your Hubspot Account and navigate to Automations -> Workflows
3
Click on the 'Create workflow' and choose the option as 'From Scratch'
4
The first step is to configure your Trigger. In this example, we have selected Trigger Manually. You can choose the trigger that best suits your specific use case and automation requirements.
For more information on setting up workflows and configuring triggers, please refer to the HubSpot documentation - <https://knowledge.hubspot.com/workflows/create-workflows>
5
Once the trigger is setup, click on the 'Save and Continue'.
6
The next step is to configure the Action. In the Choose an Action section, search for Tall Bob SMS. Once the app appears, select the action you would like to perform. In this example, we have selected Send One-Way SMS.
7
Provide the following details: - Recipient Number – Enter the mobile number of the recipient. - Message Body – Enter the content of the SMS message to be sent. - Sender Address – Select the appropriate sender address based on the SMS action selected. This can be either an alphanumeric Sender ID or a longcode.
8
Click on the 'Save' Button to save your action
9
Finally, click the Review and turn on button . \ Review your workflow to ensure all settings are correct. Once you're satisfied, click the Turn on workflow button to activate it.
If you get stuck in the middle, don't hesitate to reach out to us at [support@tallbob.com](mailto:support@tallbob.com)
