HubSpot and Twilio, ready to switch on
A deal reaching the stage you choose sends the customer the text you wrote once, and their answer comes back onto the HubSpot contact timeline instead of sitting on somebody's phone. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all HubSpot integrations · all Twilio integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Text to the contact | HubSpot to Twilio | When the stage changes | You write the wording once per stage; we fill in the name, the date and the amount |
| Reply back onto the contact | Twilio to HubSpot | Within seconds | An answer to that number lands as a timeline note on the contact, so the thread lives in the CRM |
| Inbound call logged | Twilio to HubSpot | Within seconds | A call from an unknown number creates the contact; a known number gets a note with the time and the length |
| Alert to the owner | HubSpot to Twilio | Within seconds | A text to the person who owns the deal when it reaches the stage you pick |
| Quiet hours | HubSpot to Twilio | Only inside the hours you set | Nothing goes out at night; a message raised at 23:40 waits for the morning |
| Duplicate check | Both ways | Every message | Matched by phone number in international format, never a second contact |
How to set up HubSpot and Twilio
A few minutes of your time, then it's ours.
- Choose HubSpot and TwilioPress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the HubSpot private app token and the Twilio SID and auth token
- HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
- Twilio SID and auth token: open the Twilio Console; the home page shows Account Info. Full Twilio guide
Each screen carries the full guide with the exact menu names, about six minutes for both. - We check both keysEach key is checked against HubSpot's and Twilio's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Send one test text, then we switch it onA minute or two. Move a test deal into the stage you picked, watch the text arrive on your own phone, then answer it and see the reply land on the contact. A person checks the setup and switches it on, within a working day.
When HubSpot or Twilio changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect HubSpot and Twilio
Two ways people connect these two, and what each one asks of you.
Before you decide
Whose number do the texts come from?
Yours, the one you already send from in Twilio. Replies come back to it, and we put them on the contact so the next person to open the card sees the whole thread.
What about people who ask you to stop?
A stop word from the customer is written to the contact and we send nothing to that number again. Which word, and which field it lands in, you choose while connecting.
Anything to know about HubSpot?
Private apps are available on the free CRM, so no paid plan is needed for the token.
Anything to know about Twilio?
Some countries want your sender registered before texts get through, and that registration happens in your own Twilio console, not here.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.