Integrating SlickText with HubSpot

SlickText’s HubSpot integration allows you to create contacts and update contact properties in HubSpot using data you collect through SlickText. You can also create contacts and update contact fields in SlickText using data you collect through HubSpot. In addition to syncing contact data, this integration allows you to send SMS messages as part of a HubSpot workflow using SlickText. 

In this article:

Connecting your SlickText and HubSpot Accounts

Syncing Contact Data from HubSpot to SlickText

Syncing Contact Opt-In Status

Syncing Contact Data from SlickText to HubSpot

Mapping Contact Fields

Using SlickText to Send a Message in a HubSpot Workflow 

Before We Begin

Integrating SlickText and HubSpot requires you to have an account with both platforms. SlickText has a minimum contact requirement of a mobile phone number with a corresponding opt-in status for compliance purposes, while HubSpot requires an email address. In order to sync contacts from SlickText to HubSpot, you must first ensure that your contacts in SlickText have both an email address and mobile phone number. 

Connecting your SlickText And HubSpot Accounts

Before you can sync contacts from SlickText to HubSpot, you’ll need to give SlickText permission to access your HubSpot account.

1. From the Dashboard, click on your name in the bottom left corner and choose Settings. 
2. On the Settings page, click on Integrations.
3. Scroll through the list of integrations and click on HubSpot.
4. In the top right corner of the page, click the Install button.
5. You will be redirected to HubSpot, where you will choose which HubSpot account you want to connect to your SlickText brand.
6. Select the account you want to integrate, then click the Choose Account button.
7. You can now configure the Integration Settings, which you can learn more about below.  

Syncing Contact Data from HubSpot to SlickText

In this section, you’ll select a behavior for when contact changes are coming from HubSpot to SlickText.

• Create new contacts and update existing ones in SlickText: When a new contact with a mobile phone number is created in HubSpot, a new contact will be created in SlickText. When changes are made to contact fields in HubSpot, those changes will overwrite the corresponding contacts’ existing data in SlickText.

• Update existing SlickText contacts only: When changes are made to contact fields in HubSpot, those changes will overwrite data for corresponding contacts in SlickText. This will only affect HubSpot contacts with a mobile phone number that matches a SlickText contact. New contacts created in HubSpot will not automatically be created in SlickText.

• Don’t do anything: When changes are made in HubSpot, nothing happens in SlickText.
  
  

 

 

Syncing Contact Opt-In Status

When the integration is installed, a contact property is created in HubSpot called SlickText Opt-In Status. In order to sync a contact from HubSpot to SlickText, this contact property must be populated with one of the 5 opt-in statuses. Once the contact is synced, changes made to this contact property in HubSpot will update the contact’s Opt-In Status in SlickText, and any changes to a contact's Opt-In Status in SlickText will update the contact property in HubSpot.

Syncing Contact Data from SlickText to HubSpot

 

In this section, you’ll select a behavior for when contact changes are coming from SlickText to HubSpot.

• Create new contacts and update existing ones in HubSpot: When a new contact with an email address is created in SlickText, a new contact will be created in HubSpot. When changes are made to contact fields in SlickText, those changes will overwrite the corresponding contacts’ existing data in HubSpot. 

• Update existing HubSpot contacts only: When changes are made to contact fields in SlickText, those changes will overwrite data for corresponding contacts in HubSpot. This will only affect SlickText contacts with an email address that matches a HubSpot contact. New contacts created in SlickText will not be created in HubSpot.

• Don’t do anything: When changes are made to contact fields in SlickText, nothing happens in HubSpot.

 

 

 

Mapping Contact Fields

 

Once you have the integration installed, SlickText will automatically map the following fields to HubSpot if the fields are populated with data in SlickText:

• Email
• Mobile Phone Number
• Opt-In Status
• Address
• City
• First Name
• Last Name 
• Postal Code
• State/Province

If you don’t see a field you need to sync in SlickText:

1. Open up another browser tab and create a Custom Field.
2. Go back to your HubSpot integration settings and click Refresh Fields.
3. Select the new custom field and the HubSpot field you want to sync it to. 

If you don’t see a field you need to sync in HubSpot, reference this article from HubSpot’s Help Center to add a new field, or reach out to HubSpot Support for further assistance. 

 

 

Using SlickText to Send a Message in a HubSpot Workflow

SlickText’s HubSpot integration also allows you to send text messages as an action in a HubSpot Workflow. To use this feature:

1. Select a workflow in HubSpot you want to send a message in.
2. While editing the workflow, click [+] where you want to insert the message as an action in the workflow.
3. In the Choose an action menu, scroll down to Integrated apps, click on SlickText, then choose SlickText Message as your action.
4. In the Message box, draft the message, which can include HubSpot Contact Tokens or SlickText merge tags for personalization purposes.
5. If you want to send a MMS message, add a link to the file attachment in the Media URL box.