“Wow. I’ve never thought of using text messages like that for my business.”

Here at Salesmsg, we hear this a lot.

It comes up during conferences, webinars, live demos—really, anywhere our Salesmsg team connects with marketers, sales reps and other leaders in business.

We get it. We love showing you how:

• Sales teams can text several leads at once to close multiple deals.
  
  
• Marketers bring new life to old HubSpot workflows with text messages.
  
  
• Support teams and CS managers are using texts to reduce refunds.
  
  
• Your team can automatically nurture prospects, onboard new customers, close sales, and even gather valuable feedback—all through text messages.

Those are just a few examples. There’s countless ways to use texting to deliver higher value to your customers (and results to your business).

But you need a place to start.

That's what this video mini-course is all about.

In this course, we’re showing you step-by-step how to use texting not just to close sales, but to delight your customers from the moment they discover your business.

If you're already using HubSpot and Salesmsg, you're in the best place to start testing everything we're about to share.

If not, we’ve got you covered… There’s a video in this mini-course that shows you how to quickly connect your HubSpot account to Salesmsg and get started today.

Salesmsg + HubSpot Work Together

Just in case you're new here, Salesmsg is our all-in-one texting and calling platform.

Using Salesmsg, you can easily text your HubSpot leads and customers from your computer or mobile phone using our Salesmsg app.

Salesmsg is designed to connect easily with HubSpot. It only takes a few clicks to connect your HubSpot account to Salesmsg.

Once you're set up, you can text back and forth with your HubSpot contacts, send out SMS broadcasts, or add automated text messages to any HubSpot workflow—to capture, communicate, convert, and care for your customers.

This is a native, two-way integration. That means you can login to our Salesmsg platform to text and call your HubSpot contacts. Or, if you already love HubSpot, you can use Salesmsg to text and call directly from inside your HubSpot account.

In other words, you never have to leave the HubSpot ecosystem if you don’t want to.

With HubSpot and Salesmsg connected, you're ready to put these powerful texting strategies to work.

Let’s dive in… 

Video 1: Sales Teams - What You Need to Know About SMS

To kick off this mini-course, we're starting with your sales team.

In this video, we give you the four text messages that every sales team should be testing to close more deals using HubSpot and Salesmsg.

Key Insights from Video 1:

• Qualify Leads with SMS: Use an automated text to qualify your leads. Automated texts with targeted questions help gauge your prospects’ interest and ensure you’re only giving your time to potential customers.
  
  
• Close Multiple Sales at Once: Just like texting a friend, using SMS allows you to address your prospects’ questions, concerns, and objections. By texting several prospects at once, you can move multiple deals through the pipeline.
  
  
• Automate Appointment Reminders: Reduce no-shows for sales demos with automated text reminders, sent from inside your HubSpot account. Texting has proven to increase attendance rates for sales demos.
  
  
• Forget Email. Follow-Up Demos with Texts: After a sales call, continue nurturing the lead with personalized follow-up texts. Thank them for their time, share requested resources and keep your brand top of mind. 

Now that you’ve seen how texting can streamline your sales process, let’s look at how marketers can use HubSpot and Salesmsg to drive more sales. 

Video 2: Marketers - Upgrade Your HubSpot Workflows with SMS 

Next, you'll learn four simple but effective ways your marketing team can use texting to continuously drive engagement and sales.

Key Insights from Video 2:

• Lead Nurturing: Add a well-timed text message into your nurture HubSpot workflow to ensure leads receive the right information to build a relationship with your brand. This can help shorten the sales cycle.
  
  
• Social Media Engagement: Use the “Text me” strategy in social media. Just add the CTA - “Text me and I’ll send it to you” to LinkedIn, Instagram or YouTube posts. It creates a connection and drives leads without landing pages or other friction.
   
• Event Reminders: Make sure attendees show up for webinars, demos, or events by sending timely reminder texts. A “We’re live” message can also help catch last-minute registrants.
  
  
• Launches and Promotions: Maximize promotional efforts by adding a couple of well-placed text messages to your campaign. A quick reminder about a sale or promotion can mean the difference between hitting and missing your sales goals.

With marketing covered, let’s see how texting can continue to delight your customers after you’ve made the sale.

Video 3: Customer Success - Impress Your Customers with SMS

The third video in our mini-course dives into strategies for customer success. Even if you don’t have a customer success team, these proven texts can help keep your customers happy for the long run.

Learn four ways to use texting to provide personalized support and foster long-term customer loyalty in the video.

Key Insights from Video 3:

• Sales to Customer Success Handoff: Make new customers feel welcome by automating a text message introduction from their customer success agent right after the deal closes. It starts their journey on the right foot.
  
  
• Onboarding Support: Add simple, welcoming text messages to onboarding HubSpot workflows. Let customers know they can reach out via text if they have questions, ensuring they feel supported from the start.
  
  
• User Activation Reminders: Use text messages to remind customers about key onboarding tasks, such as booking a kickoff call. Short, friendly messages keep customers on track and engaged.
  
  
• Proactive Churn or Refund Prevention: Identify at-risk customers by monitoring health scores in HubSpot. Automatically send a text to open a conversation when a health score drops. Getting in touch at the right time can make all the difference in keeping a customer.

With your customer success team equipped to engage customers through SMS, let’s now focus on how to get Salesmsg and HubSpot integrated seamlessly.

Video 4: Beginners - Get Started with HubSpot + Salesmsg

In this quick video, we’ll show you how to integrate your Salesmsg account with HubSpot, so you can start using all these proven texting strategies in your business.

Key Insights from Video 4:

• Connecting Accounts: It only takes a few clicks to connect your HubSpot account to Salesmsg. Once you’re set up, you have the option to text your HubSpot contacts from Salesmsg or inside your HubSpot account if you wish.
  
  
• Customizing Settings: Adjust settings such as contact timeline event creation, contact syncing preferences, and selecting the primary phone number property. These settings help ensure that all interactions are recorded and that your contact information stays up-to-date.
  
  
• Mapping Owners and Setting Defaults: Map your HubSpot contact owners to Salesmsg team members to personalize communication. Set a fallback number to keep your workflows running in case of errors.

With the integration complete, you’re able to add SMS into your HubSpot workflows, making every part of your customer journey more effective and engaging.

Next Step: Start Texting with HubSpot and Salesmsg

Now that you’ve completed the video mini-course, it’s time to put these powerful strategies into action.

Whether you’re optimizing your sales, marketing, or customer success processes, adding text messages can make all the difference.

If you're already using Salesmsg and HubSpot, start experimenting with these workflows today—test lead qualification, automate customer success texts, or boost your marketing campaigns.

See how SMS can help you capture, communicate, convert, and care for your customers more effectively than ever.

Not a Salesmsg customer yet? Get a live demo of Salesmsg and discover exactly how these strategies can work for your business.

Our team will walk you through the entire process, and you can take advantage of our 14-day free trial to experience firsthand how easy and impactful it is to integrate Salesmsg with HubSpot.

Start texting and see the difference in your leads, sales, and customer satisfaction.