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DELIVERY MODULE 1 to 2 weeks

SMS Integration Setup

Connect an SMS provider to HubSpot so automated text messages can be sent from workflows and all SMS activity is logged against contact records.

Delivery module

AU$560

1 to 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has their SMS provider connected to HubSpot and sending messages reliably.
Up to 3 automated SMS workflows are live and triggering based on defined events.
All SMS sends and replies are logged on HubSpot contact records for full communication history.
The client understands how the workflows operate and how to update message content.

Not included

SMS provider account creation, billing setup, or number provisioning
WhatsApp Business API setup or messaging
Bulk SMS campaigns or broadcast sends
SMS template copywriting or message drafting
Ongoing SMS management, monitoring, or optimisation
Custom code actions or API-level middleware builds
SMS compliance or opt-in/opt-out flow configuration beyond what the provider handles natively
HubSpot Inbox SMS connection (this module covers workflow-triggered SMS, not conversational inbox SMS)
Integration with more than one SMS provider

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

An active SMS provider account with API access switched on, and its login or API key, needed before SMS Provider Connection to HubSpot
The sender ID or mobile number registered with your provider for outbound SMS, needed before SMS Provider Connection to HubSpot
Partner Admin access to HubSpot, needed before SMS Provider Connection to HubSpot
A HubSpot Professional or Enterprise subscription that includes workflows, needed before SMS Workflow Automation Builds
The trigger for each of the 3 messages (for example form submitted, meeting booked, deal stage change), needed before SMS Workflow Automation Builds
The wording for each of the 3 messages, with any personalisation marked, needed before SMS Workflow Automation Builds
Which contact property records that a contact has agreed to receive SMS, needed before SMS Workflow Automation Builds
Mobile numbers we can use for testing, needed before End-to-End Testing and QA

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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