Three recipes for HubSpot. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.
How HubSpot connects
Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Make: BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.
API: Your own code calls BlueBot’s REST API and listens to its signed webhooks.
Add a Filter by Zapier step so only contacts who came from your form go on.
Add BlueBot’s Send Text action and map the contact’s mobile phone number to To.
Write the text with the contact’s first name mapped in.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from HubSpot. US numbers can leave off the +1.
Text
Hi {{first_name}}, this is Jordan with Bright Path. Thanks for your note. What’s the best time to talk this week?
{{first_name}} in the text
HubSpot’s first name field.
Metadata
source set to hubspot, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service
Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map HubSpot’s field back into To and turn the Zap on.
Start a scenario with HubSpot’s module that watches deals, filtered to one stage, such as Contract Sent.
Get the deal’s contact and their phone number.
Send the text with BlueBot’s Send Text module.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from HubSpot. US numbers can leave off the +1.
Text
Hi {{first_name}}, the contract is in your inbox. Text me here if anything in it needs a second look.
{{first_name}} in the text
HubSpot’s first name field.
Metadata
source set to hubspot, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service
Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.
Test it
Put your own number in To and press Run once. A text arrives on your phone, and the module’s output shows the message with state: "queued". Then map HubSpot’s field back into To.
Log replies on the contact
Part
What it is
Trigger
BlueBot’s New Incoming Text trigger in Zapier
Action
BlueBot’s New Incoming Text trigger starts it, and HubSpot takes the text
Start a Zap with BlueBot’s New Incoming Text trigger.
Find the HubSpot contact whose phone number matches the sender’s number.
Add the text to that contact as a note.
Map the fields
From BlueBot
Into HubSpot
From
The phone number to find the person by in HubSpot. It’s in E.164 (+15555550123); search by the last 10 digits if HubSpot stores numbers another way.
Text
The words, for a note, a row or a message. Null when the person sent only a picture.
Received At
When it came in, in UTC.
Files
Pictures and voice memos. Each url works for an hour, so copy a file you want to keep.
Chat ID
Set when the text came in a group chat; null for a one-to-one text.
Test it
Text your BlueBot number from another phone, one you’ve texted through BlueBot before, then press Test trigger in Zapier. It loads that text with its fields, ready to map. BlueBot copies texts from people you’ve texted through it, unless you set Which chats to copy to Everything.
Before you turn it on
Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
HubSpot with BlueBot on the integrations page says what else the two do together.