HubSpot – Sending a Single SMS Message

HubSpot

TrueDialog Integration

This article will show you how to start an SMS conversation with a contact directly from the Contact page. The TrueDialog Chat window provides one-to-one messaging.

Due to the limitations of shortcodes, two-way messaging only works with long codes.

1. From the left sidebar, expand CRM and click Contacts.

   

2. Click the contact.

   

3. Find the TrueDialog CRM Card in the right sidebar. Note: You can move CRM Cards by dragging them to a different location in the sidebar.

   

4. Verify that the Contact Phone field has a valid phone number.
5. Click Open Chat to open the TrueDialog – Open Chat window.

   

6. Click the Select Channel dropdown and select one of your long codes to message the contact.

   Shortcodes, Voice, and other non-phone channels can not be used with the TrueDialog Chat. If you have multiple long-code numbers, the LongCode option will select one of them to use.

   

7. Enter your message in the SMS Content textbox.
8. Click the Send button (paper airplane icon).

   

9. Once the message is sent, it will be displayed in the chat window.

   

10. Any replies will appear in the chat window.