An automated workflow using zapier
Connects HubSpot + BulkGate
Send alerts for new HubSpot deals via BulkGate SMS messages
About this workflow template
This automation scenario allows you to connect HubSpot and BulkGate
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and BulkGate can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Deal Deprecated in HubSpot
Triggers when a new deal is added.
Then these actions happen in HubSpot and HubSpot
Send Bulk SMS in BulkGate
Sends a short text message with the same text to one or more recipients.
New Deal in HubSpot
Triggers when new deal is available.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send alerts for new HubSpot deals via BulkGate SMS messages.
Part I
Configure Applications
First, we need to connect HubSpot and BulkGate to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect BulkGate to Zapier.
Give Zapier access to your BulkGate account, using BulkGate credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Deal Deprecated (Triggers when a new deal is added.).
Then set up an Action for BulkGate
Choose this action: Send Bulk SMS (Sends a short text message with the same text to one or more recipients.).
Then set up another Action for HubSpot
Choose this action: New Deal (Triggers when new deal is available.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and BulkGate.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send alerts for new HubSpot deals via BulkGate SMS messages!
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Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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