Textline for HubSpot

Sync text conversation history to HubSpot and trigger messages with HubSpot workflows.

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Use the integration to sync key contact and text conversation data between Textline and HubSpot. Never miss a beat as you’ll see the latest text conversations with contacts in the CRM. Plus, you can trigger messages to send using HubSpot workflows.

The benefits of Textline’s HubSpot integration

The Textline-HubSpot integration allows key data to flow between the CRM and SMS platforms so you can work smarter. Read the key perks below:

  • Sync HubSpot contact details to Textline
  • Add Textline conversations to HubSpot to view text message history with contacts in a way of your choosing:
    • Add each text message (separately) as a note attached to HubSpot contacts
    • Add an entire text conversation (first message to resolve) as a note attached to HubSpot contacts
    • Have Textline create a HubSpot deal for new text conversations and associate it with a contact
    • Have Textline create a HubSpot ticket for text conversations and associate it with a contact
  • Trigger text messages to send from Textline using a HubSpot workflow
Photo of the Textline and HubSpot integration
The HubSpot integration in action.
"All I can say is that we have more people responding to texts who would have taken longer to make contact with. We have noticed the difference."

—Lynette Groves, Mathnasium

How to install the HubSpot integration

  1. Log into Textline as an administrator
  2. Click the Gear icon > Settings > Tools & Integrations
  3. Select HubSpot
  4. Click connect 
  5. Log into HubSpot
  6. Click to authorize the Textline integration with HubSpot
  7. Start seeing Textline messages attached to HubSpot contacts

Textline features to love

  • Address Book — HubSpot contacts sync into Textline and vice versa.
  • API — Automate workflows.
  • Auto Responses — Use automated greetings and away messages.
  • Notifications — Receive desktop, email, and mobile alerts.
  • MMS — Send and receive photos, videos, and attachments.
  • Metrics — Understand customer interactions and monitor team performance.
  • Shortcuts — Create text templates for frequently used messages.
  • Transfer — Transfer text conversations to the right team member.
  • Whispers — Leave private notes for internal team discussions.

Get started with Textline for HubSpot

If your team is ready to start texting, sign up for your free 14-day Textline trial. Already have a Textline account? Get set up in minutes.

Start texting now.

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Still have questions? Text us: +1 415-849-4349  or contact us here.