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SMS Workflow Action

Send personalised SMS messages to contacts directly from your HubSpot workflows — powered by KiwiVOIP. Every message is automatically logged to the CRM timeline.

  • Send SMS from any HubSpot workflow trigger

  • Inbound replies logged automatically to the contact record

At a glance

Add a Send SMS via Workflow action to any HubSpot workflow, send a personalised text message to a New Zealand contact, and have the activity automatically logged to the CRM timeline.

  • No middleware required
  • KiwiVOIP credentials configured in app settings
  • Supports HubSpot personalisation tokens in messages
  • Built for NZ businesses using HubSpot workflows

What this app does

HubSpot workflows are a powerful automation engine, but SMS is not a native channel. This app adds a configurable Send SMS step so you can reach New Zealand contacts by text at exactly the right moment — and keep every conversation visible in the CRM.

Automate SMS outreach

Send appointment reminders, follow-ups, or alerts triggered by contact, deal, or ticket events in HubSpot.

Personalise at scale

Personalise every message using HubSpot contact properties — first name, appointment time, deal name, and more.

Keep the CRM up to date

Every sent SMS is logged as a Communication record on the contact's activity timeline. Inbound replies are captured and logged too.

Capture new contacts from replies

If an inbound message comes from an unknown number, a new contact is created automatically so no reply goes untracked.

Features

The SMS Workflow Action is built specifically for New Zealand businesses using HubSpot — simple to set up, and designed to stay out of the way once it is running.

Works across all workflow types

Trigger SMS sends from contact, deal, ticket, or any other CRM event-based workflow.

Personalisation tokens

Insert HubSpot personalisation tokens directly into the message body — contact name, appointment details, deal data, and more.

Automatic CRM logging

Outbound SMS sends and inbound replies are automatically logged as Communication records on the contact activity timeline.

Built for NZ, powered by KiwiVOIP

Powered by KiwiVOIP. Requires an active KiwiVOIP account with a New Zealand DID number. Supports HubSpot Professional and Enterprise.

Setup Guide

Install the app, connect your KiwiVOIP credentials in settings, add the action to a workflow, and start sending.

1

Install the app

  1. Click Install Now on this page, or go to Settings → Integrations → Connected Apps in HubSpot.

  2. You will be redirected to HubSpot's OAuth authorisation screen.

  3. Review the requested permissions and click Connect app.

  4. You will be redirected to the app Settings page inside HubSpot.
2

Configure your credentials

  1. From the Settings page, enter your KiwiVOIP sender number (e.g. 02x or +64x format).

  2. Enter your KiwiVOIP API key (Bearer token from your KiwiVOIP portal).

  3. Click Save. The workflow action is now ready to use.
3

Add the workflow action

  1. Go to Automation → Workflows and open or create a workflow.

  2. Click + to add an action and search for Send SMS via Workflow.

  3. Select the contact property for the phone number and write your message.
4

Enrol and go

Enrol contacts and watch SMS activity appear on their timeline automatically. Inbound replies are captured and logged — and unknown numbers create new contacts.

Action fields

Phone Number (required)

Select the contact property containing the recipient's NZ mobile number, for example Mobile Phone Number. Accepted formats: 02x... or +64x...

Message (required)

Type the SMS message text. Keep it under 160 characters to avoid multi-part messages. You can use HubSpot personalisation tokens inline.

Sender number

All messages are sent from the KiwiVOIP number configured in your app Settings page.

CRM activity logging

Every SMS send and inbound reply is automatically recorded on the contact activity timeline as a Communication record.

Outbound SMS

Logged to the contact timeline with a Sent: prefix and the full message content.

Inbound replies

Logged with a Received: prefix. Matched by phone number, or a new contact is created if no match is found.

Inbound webhook

Configure KiwiVOIP to forward inbound messages to the app webhook. Contact support@kinghenry.au for the webhook URL.