How to Send Auto Text Confirmation for Completed HubSpot Forms
By utilizing tools like HubSpot and Kixie's Team SMS, you can automate the process of sending follow-up messages to your leads. This not only saves you time but also helps to provide a better customer experience. This automation will allow you to set up your own automatic lead follow-up system.
Create a Contact-Based Workflow
Begin with a new contact-based workflow inside HubSpot. Next, specify which form is being submitted by your prospect.
Add an If/Then Branch
The if/then branch checks if there is an existing contact owner. If so, it will route the follow-up through the contact owner, and continue where a conversation left off.
Send an Auto-Text Message
The Kixie auto text message can come from the assigned contact owner or any Kixie phone number on the platform, and it can be personalized by embedding contact property fields right into the SMS.
Create a Team SMS Inbox
Team SMS uses a shared inbox, which is accessible to the entire team. This feature is useful for appointment-setting teams or support teams who want the next available agent to respond to incoming text messages from leads or customers.
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After business hours auto-reply
Sorry we missed you. Our business hours are M-F, 9am-5pm. Someone from [company name] will get back to you within 24-48 hours. Thanks for your text!
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Hello [name], this is [company name]. We wanted to remind you of your upcoming appointment on [date] at [time]. Please text “Y” to confirm. Thank you!
Thanks for reaching out to [company name]. Sorry we can’t reply right now, you’ve caught us during lunch time! Someone from our staff will reach out at [time].
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