Add SMS Actions to Any HubSpot Workflow
Trigger personalized text messages from HubSpot workflows on deal stage changes, form submissions, list membership, and custom events. Fully native, zero code required.
What You Can Automate
YetiConnect registers as a native workflow action. Use it anywhere you would add an email step or internal notification.
Deal Stage Changes
Text a prospect when their deal moves to "Contract Sent" or "Negotiation." Include a personalized link to the proposal.
Form Submissions
Send an instant SMS when a lead fills out a demo request or content download form. Follow up while the lead is still warm.
List Membership
Trigger a text when a contact is added to a specific list, such as "Event Registrants" or "High-Intent Leads."
Custom Events
Use HubSpot custom behavioral events to trigger SMS. Track page visits, product usage, or API events and text based on those signals.
Meeting Reminders
Send automated appointment reminders before meetings. Include confirmation links and reduce no-shows by up to 60%.
Re-engagement
Text contacts who have gone cold. Trigger SMS after a set period of inactivity to re-open the conversation.
Set Up Workflow SMS in Four Steps
No code, no API configuration. If you can build a HubSpot workflow, you can add SMS.
Install YetiConnect
Install from the HubSpot Marketplace and authorize your portal. The "Send SMS" action appears in your workflow builder immediately.
Create a Workflow
Open the HubSpot workflow builder. Choose your enrollment trigger — deal stage, form, list, or custom event.
Add SMS Action
Add a YetiConnect "Send SMS" action. Compose your message with personalization tokens. Add delays or branches as needed.
Activate and Monitor
Turn on the workflow. Every SMS is logged on the HubSpot timeline. Monitor delivery, replies, and engagement in real time.
Advanced Workflow Patterns
Go beyond simple triggers. Combine YetiConnect SMS with HubSpot's workflow logic for sophisticated multi-touch automation.
- Re-enrollment: Re-trigger SMS each time a contact meets enrollment criteria again
- If/then branching: Send different messages based on deal value, lifecycle stage, or custom properties
- Delays: Wait hours or days between workflow steps for natural follow-up cadences
- Multi-channel: Combine email, SMS, and internal notifications in a single workflow
HubSpot Tier Compatibility
Workflow SMS requires HubSpot Professional or Enterprise. Here is the full breakdown.
| Capability | Free | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Manual SMS from records | ||||
| Workflow SMS actions | — | — | ||
| Personalization tokens | — | — | ||
| If/then branching | — | — | ||
| Re-enrollment triggers | — | — | ||
| Custom event triggers | — | — | — |
Tier requirements reflect HubSpot platform capabilities, not YetiConnect pricing. View YetiConnect pricing.
Frequently Asked Questions
Automate SMS from Your HubSpot Workflows
See how easy it is to add text messaging to the workflows you already run.
Workflow SMS is part of our complete HubSpot integration platform .
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