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.

WhatDirectionWhenRule
Text to the contactHubSpot to TwilioWhen the stage changesYou write the wording once per stage; we fill in the name, the date and the amount
Reply back onto the contactTwilio to HubSpotWithin secondsAn answer to that number lands as a timeline note on the contact, so the thread lives in the CRM
Inbound call loggedTwilio to HubSpotWithin secondsA call from an unknown number creates the contact; a known number gets a note with the time and the length
Alert to the ownerHubSpot to TwilioWithin secondsA text to the person who owns the deal when it reaches the stage you pick
Quiet hoursHubSpot to TwilioOnly inside the hours you setNothing goes out at night; a message raised at 23:40 waits for the morning
Duplicate checkBoth waysEvery messageMatched 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.

  1. Choose HubSpot and Twilio
    Press Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
  2. Pay and open your account
    Card or invoice, about two minutes. The account opens with this integration waiting for its two keys.
  3. 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.
  4. We check both keys
    Each 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.
  5. Send one test text, then we switch it on
    A 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.

$39a month
  • 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.
Ask us to connect it

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.

Zapier or MakeDovetly
Who sets it upYou, one step at a time in the scenario editorAlready built. You paste two keys and we switch it on.
Who fixes it when it breaksYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it
What you need to knowTriggers, actions, filters and how the fields of HubSpot and Twilio mapWhere the two keys are. The guide shows it.
PriceSet by the builder's plan, counted in tasks or operations$39 a month, flat, whatever the volume

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.