NAV
Hubspot

Introduction

Send SMS and Voice from your Hubspot account thanks to the integration with 360NRS.

Send bulk SMS and Voice to your clients database from CRM Hubspot thanks to 360NRS like Workflows, CRM extension and Timelines.

Previous considerations

For this integration to work properly it is necessary to bear in mind the following previous considerations:

Credentials

In order to integrate 360NRS with Hubspot you must connect 360NRS to Hubspot.

To do this, go to the tools icon on the upper bar and select Integrations.


Illustration 1 - Integrations

There Hubspot will appear:


Illustration 2 - Hubspot

By clicking on the CONNECT button you will be redirected to Hubspot, where all your accounts will be displayed:


Illustration 3 - Accounts

Select the account you want to connect and accept the permissions:


Illustration 4 - Permissions

After accepting the permissions you will be redirected back to 360NRS where, if everything went well, your account will now appear as connected.


Illustration 5 - Connected

Once connected to 360NRS, you can check if the connection to Hubspot has been successfully made. To do this, go to the Integrations menu, located inside your Profile tab on the upper right side of the screen.


Illustration 6 - Integrations menu

Here you can check the applications integrated with Hubspot. If the integration does not appear here, please contact our support team at support@360nrs.com


Illustration 7 - Connected apps

By clicking on the More button you can find other contact information and a link to this documentation:


Illustration 8 - Menu more

Functioning SMS

In order for the system to send SMS to contacts, it is necessary that the phone number is with prefix is introduced in a contact property.

Normally, existing properties such as "Mobile phone number" or "Phone number" are used.

In addition to these properties, it is possible to create mobile_phone_360nrs and mobile_prefix_360nrs properties.

If mobile_phone_360nrs property is created the system will read the mobile phone of that property. If mobile_prefix_360nrs property is created the system will read the telephone prefix of that property.

The system attempts to obtain the contact's phone in the following order:

1. mobile_phone_360nrs
2. mobilephone (mobile phone number)
3. phone (phone number)

Then, if mobile_prefix_360nrs property is defined, the system will attempt to add the international prefix that has been defined in mobile_prefix_360nrs property as long as the phone no longer has a prefix.

To create a property, access the menu Contacts / Actions / Edit properties / Create property.


Illustration 9 - Contact properties

In the Label field, click on the icon on the right and enter the name mobile_phone_360nrs or mobile_prefix_360nrs in the internal name:


Illustration 10 - Internal name

In the Label and Description fields you can put whatever you want. In the next step indicate that the property is Number and unformatted:


Illustration 11 - Label and description

Workflows


The types of Workflow available to send SMS through 360NRS are the following:


Illustration 12 - Types of Workflow

You can add an SMS sending action through our 360NRS platform, whenever you need it.

In order to do so, you only have to click on Add an action.


Illustration 13 - Add an action

Within the actions availables in the popup menu on the right side of the screen, you will find the Integrations section and also the option Send SMS through 360NRS.


Illustration 14 - Add SMS module


Illustration 15 - Add SMS module

By clicking on Send SMS through 360NRS, another pop-up menu will appear where you can enter your SMS Sender and Message of your SMS. You can also add a campaign name (optional).

In the message you can include Husbpot custom fields.


Illustration 16 - Custom fields

You can use the search engine to find the custom fields you need.

Once your message is complete, click on the Save button below:



Illustration 17 - Save

The Send SMS through 360NRS action will be integrated into the Workflow:


Illustration 18 - Workflow with SMS sending module

When the Workflow is executed and reaches that action, the SMS will be sent.


Verify if the SMS is received in Workflow (Opcional)


1. Add Send SMS through 360NRS in your Workflow:


Illustration 19 - Add SMS module

2. Add the Sender, Message and a unique Campaign name. You can use something like the full date:


Illustration 20 - Add sender, message and unique campaign name

3. Add delay block:

Add the block Delay:


Illustration 21 - Add delay block

Introduce the delay time:


Illustration 22 - Add delay time

The more time you add the more exact will be the final status of the message.


Illustration 23 - Add delay time

4. Add If/then block:


Illustration 24 - Add **If/then** block

Choose the event 360NRS: SMS_DELIVERED:


Illustration 25 - Select event

Choose the property Campaign:


Illustration 26 - Select property

Introduce the condition is equal to any of and then introduce the Campaign name that you introduced in the step 2:


Illustration 27 - Select property

Press the button Apply filter , you should get something like the following:


Illustration 28 - Select property

Press the Save button:


Illustration 29 - Save

The condition will have been added to the workflow:


Illustration 30 - Condition

Add the actions that you wish for the Yes and the No:


Illustration 31 - Action yes / no

The complete Workflow should be shown as follows:


Illustration 32 - Preview

Timelines


In this section you can check all the events integrated with Hubspot.

When you send SMS through 360NRS, the following events may occur:

A SMS can go from one status to another:

This means that, for an SMS to be DELIVERED or UNDELIVERED, it must be previously SENT. Therefore, two events will appear in the Timeline.

Example of a Timeline, SMS DELIVERED:


Illustration 33 - Delivered SMS

You can get more information by clicking on the Show details button:


Illustration 34 - Delivered SMS details

The ID shown just above the sender is the SMS ID used by 360NRS to identify your message. In case of any incidence please contact our support team (support@360nrs.com) and indicate that ID.

If a campaign name has been entered from the Workflow, it will also appear in the timeline.

CRM extension


The CRM Extension option gives you the possibility of sending SMS messages through 360NRS directly from each of your contact's tab.

On the left side of the contact tab you can find the following block:


Illustration 35 - Send SMS

If you find it more comfortable, you can move this block according to your needs

By clicking on the Send SMS to... button you will be redirected to a new window where you can enter your SMS Sender and the text of your message.

In addition, you can also add the most important custom fields such as: name, surname, address, telephone, city and email.


Illustration 36 - Send SMS

These are the available custom fields:


Illustration 37 - Custom fields

By clicking on Send SMS the message will be sent to the current contact.


Illustration 38 - Sent SMS

As in Workflows, every SMS event SENT, NOT SENT, DELIVERED and UNDELIVERED will appear in the contact's Timeline.

Functioning Voice

It is necessary that the phone number is saved as a contact in order for the system to start sending voice calls.

Workflows


The types of Workflow available to send voice calls through 360NRS are the following:


Illustration 39 - Types of Workflow

At any moment you want, you can add an action to send a voice call through 360NRS.

To do this, you have to click on Choose an action.


Illustration 40 - Choose an action

One of the actions that will appear in the pop-up menu on the right, at the bottom there will be an Integrations section where the options Send Voice through 360NRS and Send interactive Voice through 360NRS will appear.


Illustration 41 - Add voice module

When you click on Send Voice through 360NRS, another pop-up menu will appear where you can enter the Phone, Country (optional), Locution type and campaign name (optional).


Illustration 42 - Send voice message through 360NRS

The locution type can be Text To Speech or an Audio file.

Selecting Audio File will allow you to paste a url that will contain the audio file. To see how to upload an audio file to Hubspot and get its url, see the "Audio file" section.

Selecting Text To Speech will allow you to select the language of the locution and the text of the locution.

In the text you can include Husbpot custom fields. You can use the search engine to find the custom fields you need.



Illustration 43 - Custom fields

When your message is ready, click the Save button at the bottom.


Illustration 44 - Custom fields

The Send Voice through 360NRS action will be integrated into the Workflow:


Illustration 45 - Workflow with voice sending module

When the Workflow is executed and reaches that action, the Voice message will be sent.

Workflows (interactive voice)


The types of Workflow available to send voice interactive calls through 360NRS are the following:


Illustration 46 - Types of Workflow

Clicking Send Interactive Voice via 360NRS will bring up another popup menu where, in addition to the changes defined above, you can set-up actions on keystrokes.


Illustration 47 - Workflow interactive voice calls module

Using the interactive Voice module it is possible to configure an action on each press. The available actions are the following:

Play a locution

Pressing the key will play the locution.


Illustration 48 - Play a locution

Transfer a call

Pressing the key will transfer a call.


Illustration 49 - Transfer a call

Unsubscribe from voice channel

Pressing the key will unsubscribe from voice channel.


Illustration 50 - Unsubscribe from the voice channel

Send an SMS

Pressing the key will send an SMS.


Illustration 51 - Send an SMS

Repeat the message

Pressing the key will repeat the message


Illustration 52 - Repeat the message

It is possible to compose a locution in case that an incorrect key is pressed, said locution is played.


Illustration 53 - Incorrect keystroke

Timelines


Timelines are used to show each of the events that happen in Hubspot.

When you send a Voice message through 360NRS the following events may occur:

A Voice message can go through the following status:

This means that for a Voice message to be DELIVERED or NOT DELIVERED it must be previously SENT. Therefore, two events will appear on the Timeline.

Timeline example, VOICE MESSAGE DELIVERED:


Illustration 54 - Voice message delivered

It is possible to see more details by clicking over:


Illustration 55 - Voice message delivered details

The ID that appears just above the sender is the 360NRS Voicemail ID. If you have any incident, you can contact 360NRS support (support@360nrs.com) and indicate that ID.

If a campaign name has been entered from the Workflow, it will also appear on the timeline.

CRM extension


Through Hubspot's CRM Extension option, you can have the option of sending Voice through 360NRS in the data of each contact.

On the left side of the contact form, you will find the following block:


Illustration 56 - Send voice message

If you find it more comfortable, you can move the block so that it is displayed on top.

Clicking on the Send Voice to... button will open a small window where you can enter the Telephone, Country (optional) and Locution type.

The type of locution can be Text To Speech or an Audio file.

Selecting Audio File will allow you to paste a url that will contain the audio file. To see how to upload an audio file to Hubspot and get its url, see the "Audio file" section. Selecting Text To Speech will allow you to select the language of the locution and the text of the locution.

In the text you can include Husbpot custom fields.


Illustration 57 - Send voice message

You can choose custom fields:


Illustration 58 - Custom fields

Pressing the Send Voice Message button will send the Voice message to the current contact.


Illustration 59 - Voice message sent

As in the Workflows, each SMS event such as SENT, NOT SENT, DELIVERED and NOT DELIVERED will appear in the contact's Timeline.

Audio file


In order to add an audio file, you must first upload the file to Hubspot from Marketing / Files and templates / Files.


Illustration 60 - Files

Files are uploaded by clicking the Upload Files button at the top right.


Illustration 61 - Upload files

Once the file has been uploaded, click on Details of the said file and a pop-up menu will open on the right side. On the Access and urls section, you have to click on Copy URL.


Illustration 62 - File details


Illustration 63 - File details


Illustration 64 - File details - Copy URL

Once copied, you can now paste it into the audio locution Url, both in the Workflow and in the CRM extension.


Illustration 65 - Locution URL


Annexes

GSM character set

GSM basic character set

0x00 0x10 0x20 0x30 0x40 0x50 0x60 0x70
0x00 @ Δ SP 0 ¡ P ¿ p
0x01 £ _ ! 1 A Q a q
0x02 $ Φ " 2 B R b r
0x03 ¥ Γ # 3 C S c s
0x04 è Λ ¤ 4 D T d t
0x05 é Ω % 5 E U e u
0x06 ù Π & 6 F V f v
0x07 ì Ψ ' 7 G W g w
0x08 ò Σ ( 8 H X h x
0x09 Ç Θ ) 9 I Y i y
0x0A LF Ξ * : J Z j z
0x0B Ø ESC + ; K Ä k ä
0x0C ø Æ , < L Ö l ö
0x0D CR æ - = M Ñ m ñ
0x0E Å ß . > N Ü n ü
0x0F å É / ? O § o à

* Special characters

GSM extended character set

0x00 0x10 0x20 0x30 0x40 0x50 0x60 0x70
0x00 |
0x01
0x02
0x03
0x04 ^
0x05 €
0x06
0x07
0x08 {
0x09 }
0x0A FF
0x0B SS2
0x0C [
0x0D CR2 ~
0x0E ]
0x0F \

* Special characters

GSM-PT character set

GSM-PT basic character set

0x00 0x10 0x20 0x30 0x40 0x50 0x60 0x70
0x00 @ Δ SP 0 Í P ~ p
0x01 £ _ ! 1 A Q a q
0x02 $ ª " 2 B R b r
0x03 ¥ Ç # 3 C S c s
0x04 ê À º 4 D T d t
0x05 é ∞ % 5 E U e u
0x06 ú ^ & 6 F V f v
0x07 í \ ' 7 G W g w
0x08 ó € ( 8 H X h x
0x09 ç Ó ) 9 I Y i y
0x0A LF | * : J Z j z
0x0B Ô ESC + ; K Ã k ã
0x0C ô Â , < L Õ l õ
0x0D CR â - = M Ú m `
0x0E Á Ê . > N Ü n ü
0x0F á É / ? O § o à

* Special characters ** Characters different from GSM

GSM-PT extended character set

0x00 0x10 0x20 0x30 0x40 0x50 0x60 0x70
0x00 |
0x01 À Â
0x02 Φ
0x03 Γ
0x04 ^
0x05 ê Ω Ú € ú
0x06 Π
0x07 Ψ
0x08 Σ {
0x09 ç Θ } Í í
0x0A FF
0x0B Ô SS2 Ã ã
0x0C ô [ Õ õ
0x0D CR2 ~
0x0E Á ]
0x0F á Ê \ Ó ó â

* Special characters ** Characters different from GSM