Overview
The client, a sales-driven organization, relied on GoTo for voice calls and SMS communications with prospects. While GoTo’s call features could integrate with HubSpot, sales reps had to use the GoTo dashboard separately to send SMS messages, creating a fragmented and time-consuming workflow.
Challenges
The client needed a solution to streamline SMS communications by allowing sales reps to send messages directly from HubSpot. However, no ready-made integration existed to support GoTo’s SMS capabilities within HubSpot, necessitating a custom approach.
Solution
To create an integrated solution, I developed a custom workflow using HubSpot’s API and GoTo’s API to allow seamless SMS messaging from within HubSpot:
- Custom Property Setup: Created a custom property in HubSpot for sales reps to input their SMS message directly into the contact record.
- HubSpot Private App: Developed a private HubSpot app to authenticate and access contact data, enabling the app to securely interact with the CRM.
- Webhook Configuration: Configured the private app to call a webhook URL whenever a message was entered into the custom property. This webhook collected key data (contact name, phone number, sales rep’s number, and message) and passed it to a server.
- Message Delivery via GoTo API: At the server level, the collected data was used to send the SMS directly to the recipient using GoTo’s API, enabling sales reps to message prospects directly from their HubSpot dashboard.
Results
- Enhanced Workflow Efficiency: Sales reps could now send SMS messages from within HubSpot, reducing time spent switching between platforms.
- Centralized Communication: SMS interactions were logged directly in HubSpot, creating a unified communication record for each contact.
- Improved Sales Rep Experience: This seamless, integrated solution allowed reps to focus on engaging prospects rather than managing multiple platforms.
Conclusion
This custom integration successfully streamlined the client’s SMS communication process, saving time and enhancing productivity by consolidating all messaging within HubSpot. The solution provided a smooth, user-friendly experience, improving the client’s sales communication efficiency and tracking.
