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Connecting your HubSpot Account

Connecting HubSpot to the TNZ SMS app

Tailored specifically for HubSpot users, TNZ SMS is a HubSpot marketplace app that transforms how you communicate with your contacts by seamlessly integrating TNZ's SMS messaging into your HubSpot ecosystem.

Features

  • Direct SMS to Contacts: Send SMS messages to your contacts within HubSpot directly from the sidebar.
  • Workflow SMS Triggers: Automate SMS messages in Deals and Workflows, ensuring timely and relevant interactions without manual effort.
  • Conversation Continuity: Keep the conversation flowing with support for SMS replies. All conversations are neatly organized in the HubSpot Timeline, ensuring you never miss a beat.
  • Contact Sync: Sync your HubSpot contacts into the TNZ Dashboard to fully utilize TNZ's SMS, Email and Voice broadcasting and marketing tools.
  • Exclusive Focus on New Zealand and Australia: Enjoy competitive pricing and unparalleled service quality for sending SMS to mobile numbers in New Zealand and Australia.

 

Connecting TNZ SMS

Step 1: Log into your TNZ Dashboard

Login to your TNZ Account: https://my.tnz.co.nz

Ensure your TNZ login name matches your HubSpot login name.

If you do not have an account, you can register here: https://www.tnz.co.nz/Services/SignUp

my.tnz.co.nz Login

 

Step 2: Connect TNZ to HubSpot

From the menu, select Service Settings, then Integrations, then HubSpot and connect your HubSpot account.

Ensure your TNZ login name matches your HubSpot login name.

HubSpot - Connect TNZ

Note: Each HubSpot user will need to repeat this step individually (connect TNZ <-> HubSpot).

Step 3: Find the TNZ SMS app in HubSpot

In HubSpot, open a Contact, Company or Deal with a linked Mobile Phone Number.

You will see the TNZ SMS app in the sidebar. Click Send New SMS to create a new message.

HubSpot - TNZ SMS Sidebar

 

 

Step 4: View message history in the HubSpot Activity Feed

Under a Contact, Company or Deal, recent SMS messages sent and received will display in the activities section.

First, you'll need to add "TNZ SMS" to your Activities view:

  1. Open a Contact in HubSpot
  2. Click on the Activities tab
  3. Check the 'SMS' and 'TNZ SMS' options

HubSpot - Activity Filter

Note: HubSpot currently does not update the "Last Activity Date" for 'SMS' communications - this is limited to Note, Call, Email, Meeting and Task.

 

Step 5: Send SMS in Workflows

You can optionally use SMS messaging in Workflows, for example, automatically send a welcome SMS when creating a new Contact.

  1. Create a workflow or edit an existing one
  2. Set up your Trigger, such as 'user completed form' or 'contact created'
  3. Set up an Action and select SendSMS

HubSpot - Workflow Action

 

Step 6: Export A Contact List for Broadcasting

You can send SMS, Email and Voice broadcasts to your contacts.

In HubSpot:

  1. Select CRM, then Contacts

  2. Create a Filter, View or List that contains your chosen contacts

  3. Click 'Edit Columns' and ensure 'Mobile Phone Number' is displayed

    HubSpot - Edit Columns
    HubSpot - Edit Columns - Add Mobile
  4. Click 'Export' and select 'CSV'

    HubSpot - Export CSV

  5. Save the export to your PC

In the TNZ Dashboard:

  1. Follow the appropriate guide for your message type:
    SMS Broadcasts
    Email Broadcasts
    Voice Broadcasts

  2. When Selecting Contacts, import your HubSpot CSV list

    Dashboard - Upload A List

 

Topics:   Installation

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