Follow this guide to set up and use our Twilio Custom Action inside your HubSpot workflows.
Prerequisite
If you haven't already, please sign up to Octopods & create a Twilio Channel Connection by following this guide.
Step 1 — Create a Workflow
Navigate to your HubSpot Workflows page and create a new workflow.
You can use an existing workflow if you already have one set up.
Step 2 — Important: Use a Contact-Based Workflow
Our Twilio Custom Action only works with contact-based workflows. Make sure the workflow type is Contact. If you choose Company, Deal, or Ticket workflows, the action will not be available.
Additionally, ensure that each contact you enroll has either the “Mobile Phone Number” or “Phone” field populated.
The custom action depends on these fields to send an SMS, and it will not run if both fields are empty.
Step 3 — Select the Twilio Custom Action
In the workflow editor, click the + button to add a new action. Scroll or search for your integrated apps, and select the Twilio SMS Custom Action.
Step 4 — Configure Your SMS
Choose:
The Twilio phone number you want to send from.
The SMS body, where you can also insert HubSpot personalization tokens (e.g., contact fields).
This lets you dynamically customize each SMS for each contact.
Step 5 — Enroll Your Contacts
Add contacts to the workflow (either manually or through enrollment triggers) and turn the workflow on.
HubSpot will now send SMS messages using your selected Twilio number based on your workflow logic!