New Form Submission Adds New Contact in Mobiniti
You will need a property to filter from HubSpot to use this successfully and remain compliant.
In HubSpot navigate to Settings > Properties > Create property
Create a checkbox property in HubSpot
Label = (Optional) Sign me up for SMS marketing messages from {Company}
To remain Compliant you must include the statement below.
I consent to receive recurring autodialed SMS/MMS promotional messages. No purchase is required. Msg Frequency Varies. Msg&data rates may apply. Reply HELP for help, STOP to end.Apply the optional checkbox on the form
Zapier will allow you to filter based on whether or not the checkbox is checked
End Result:
Create the Zap!
In Zapier the sequence of events is as follows:
Create Event = New Form Submission in HubSpot
Connect a HubSpot Account via Zapier
The HubSpot Form Trigger is where you will pick which HubSpot form is being filled out
Test Trigger
Create a filter
Look for the optional checkbox
Boolean = True
Mobiniti App
Create Contact
Connect your Mobiniti Account
Phone Number Field = Phone Number
Note: All other fields are optional
Choose one of your Mobiniti Groups
Test the Integration!
This will now send contacts from a HubSpot form submission into your Mobiniti account!
Message Received in Mobiniti = New Record in HubSpot
Use Zapier Webhooks to catch inbound messages and send them to HubSpot
Select Webhooks by Zapier
Event = Catch Hook
Ignore Trigger and click continue
Copy the Webhook URL
Navigate to Settings > Notifications > Inbound Text Notification on the Mobiniti platform
Paste the Zapier Webhook URL
Choose "Reply From Your Device Template"
This option will send you a message that reads <Incoming Phone Number><First Name> and as much of the message as can fit using the remaining characters.
Check "Unknown Messages Only"
In Zapier, choose the HubSpot event "Create Engagement"
Connect your HubSpot Account
Action
Note Body = SMS From Phone Number + Message
The email referenced is required for this to work
This will now send any inbound messaging from the Mobiniti platform via Zapier directly into HubSpot!