How to Set Up SMS Messaging in Hubspot

Configuring SMS messaging in Hubspot lets you send compliant, timely text messages to your contacts directly from your CRM. This guide walks you step by step through connecting a number, managing consent, and preparing your account so you can start sending SMS in supported tools.

Before you begin, review Hubspot eligibility rules, consent requirements, and limitations so your team can launch text campaigns smoothly and stay compliant with local regulations.

Hubspot SMS prerequisites and limitations

SMS in Hubspot is available only in specific regions, with particular subscription levels and account settings. Before you try to send your first text, make sure you meet the prerequisites listed on the official documentation.

• Check the most current availability, feature limits, and legal notes on the official Hubspot knowledge base: Set up SMS messaging.
• Confirm that your account type and region support SMS.
• Verify that you have the correct user permissions to connect phone numbers and manage communication settings.

If any of these requirements are not met, you may not see SMS setup options or you may be blocked from completing configuration.

Accessing the Hubspot SMS tools

Once your account is eligible, you can access SMS configuration through the settings area. The exact navigation can vary slightly as Hubspot updates its interface, but the general approach remains similar.

1. Sign in to your Hubspot account as an administrator or a user with appropriate permissions.
2. Open the main settings panel from the top navigation.
3. Look for channels or communications settings where SMS is listed as an available option.

From there, you can begin the guided flow to connect or provision an SMS number that will be used for outreach.

Connecting an SMS number in Hubspot

Your Hubspot SMS number is the identity from which your messages are sent and received. During setup, you will either claim a new number or configure an existing one, depending on the options provided in your region.

Step-by-step SMS number setup in Hubspot

1. Navigate to the SMS section inside your account settings.
2. Click the button or link to add or connect an SMS number.
3. Follow the on-screen prompts to select a region and number type, if applicable.
4. Confirm ownership or verify details as requested in the setup flow.
5. Save and finalize the configuration.

After you connect a number, Hubspot will designate it for outbound and inbound SMS activity, subject to the limits defined for your subscription.

Managing multiple numbers in Hubspot

If your subscription allows multiple SMS numbers, you may be able to:

• Assign different numbers to different teams or brands.
• Choose a default number for most campaigns.
• Switch the sending number for specific tools that support SMS.

Always reference the SMS settings page in your Hubspot account to confirm how many numbers you can connect and how they can be used.

Hubspot SMS consent and compliance settings

Consent management is essential when sending SMS through Hubspot. Many regions require explicit permission from contacts before you send marketing or promotional texts.

Understanding SMS subscription status in Hubspot

Each contact in Hubspot can have an SMS subscription status that determines whether they can receive messages from you. During setup, review how subscription types and consent fields are configured in your account.

• Identify which subscription type will be used for SMS marketing.
• Confirm how contacts will opt in (forms, checkboxes, keywords, or other methods supported by Hubspot).
• Review how opt-out (STOP) messages and unsubscribe actions are handled automatically.

Keeping subscription data up to date ensures your SMS campaigns remain compliant and reduces the risk of sending unwanted messages.

Configuring SMS privacy and legal text

Your SMS messaging must follow both Hubspot policies and local laws. During setup, you should:

• Review any default legal copy or consent text recommended in your region.
• Add clear language to your forms that explains how often you will send SMS and what type of content is included.
• Confirm that standard reply keywords like STOP or HELP are properly handled by the system.

Hubspot tools typically automate some of these compliance functions, but you are responsible for ensuring your content and processes match regulatory requirements.

Using Hubspot SMS in your marketing and sales tools

Once your SMS number and consent settings are configured, you can begin adding SMS to supported tools within Hubspot. Availability can vary, but in general you can expect to see SMS options in automation and campaign-focused features.

Adding SMS to workflows in Hubspot

Where supported, Hubspot allows you to insert SMS actions into workflows to send messages based on triggers like form submissions, lifecycle stage changes, or deal updates.

1. Open the workflow you want to enhance with SMS.
2. Add an action and look for an option related to sending SMS.
3. Select your SMS number and compose the message.
4. Use personalization tokens, where available, to include contact properties.
5. Save the workflow and test the automation with internal contacts before enabling it for all recipients.

Be sure to keep messages short, clear, and aligned with the consent your contacts have granted.

Sending one-to-one SMS in Hubspot

In some account types, users may be able to send one-to-one SMS to individual contacts directly from the contact record or a communication panel.

• Open a contact record in Hubspot.
• Look for an SMS or text option within the timeline or communication tools.
• Select the connected SMS number and compose a brief message.
• Send the SMS and confirm the delivery status in the record, if available.

This is helpful for quick reminders, confirmations, or follow-up notes, provided the contact has granted SMS permission.

Testing and optimizing Hubspot SMS campaigns

Before you roll out SMS to your entire audience, perform thorough testing inside Hubspot to check message content, formatting, timing, and tracking.

Testing SMS messages in Hubspot

Use internal test contacts, including your own mobile number, to validate that:

• Messages arrive quickly and display correctly on different devices.
• Personalization tokens populate with the right contact details.
• Opt-out instructions are clear and functional.

Make adjustments to your SMS templates and workflows in Hubspot until you are confident in the experience.

Measuring SMS performance in Hubspot

Once your campaigns are live, track performance metrics wherever Hubspot provides reporting for SMS. Common data points include:

• Delivery rates and failures.
• Reply or response rates.
• Unsubscribe and opt-out trends.

Use these insights to refine your targeting, timing, and message content so that SMS complements your email and other channels.

Next steps and additional Hubspot resources

SMS is just one part of a complete revenue and marketing strategy. To build a broader plan around CRM, automation, and reporting, you can explore expert resources and consulting support.

For strategic guidance that goes beyond this tutorial, visit Consultevo for Hubspot-focused services and implementation help.

For the most accurate, up-to-date technical instructions, reference the official Hubspot documentation any time you configure SMS or make changes to your messaging setup: Set up SMS messaging.

By following the steps and best practices outlined here, you can configure SMS in Hubspot, respect consent, and integrate text messages into your wider marketing and sales workflows.

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