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 it runs, in about ten minutes.
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 |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the HubSpot private app token and the Twilio SID and auth tokenEach has a short guide. About six minutes. If one doesn't work, a person joins the chat.
- Send one test textA 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.
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, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
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 the same day and build into the same account.
