Integration with HubSpot
This guide will show you how to integrate Messaggio's messaging application into your HubSpot system.
To setup a triggered sending, you need to link your Messaggio account and HubSpot.
- Create an account at Messaggio. To do this, click on "Create account" on the Messaggio website. Enter your details and click "Register". You have an Messaggio personal account now.
- To get started, you should accept this public offer terms and conditions on behalf of your company. To do this, click "Continue" on the notification under the menu in your personal area and follow the prompts. Once your application has been reviewed, you can proceed with registering the name of the messenger.
- Register the sender name, by specifying the required channel for sending messages.
Normally it takes no more than one working day to verify an application to join the offer.
The activation period for the sender name depends on the channel in which it is registered:
- SMS - 3-15 days, depending on mobile operator
- Viber - 1-5 days
- VK - 1-3 days
- Go to "Project info", copy the project login.
Settings on HubSpot side
Install the Messaggio app in your HubSpot. To do this, go to "AppMarketplace" in HubSpot and search for "Messaggio". Near the Messaggio application icon, click "Install app".
Select the HubSpot account to which you want to add the Messaggio app in the window that opens
Confirm the connection between the Messaggio app and your HubSpot account.
After Messaggio plugin and HubSpot connected, go to the "Settings" tab and select a sending channel matching the registered name on the Messaggio platform.
Congratulations, the Messaggio and HubSpot integration is complete!
To send trigger notifications when a task is created/updated, you need to prepare message templates.
Message template creation
A message template is the content you send to the recipient. To start creating message templates, go to "Templates", press "Create template" and follow the prompts in the application interface.