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SMS outside the US or without the add-on: an app action (Aircall, Sakari, Salesmsg, Dialpad) in place of Send SMS message

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Contact12 stepsUpdated for HubSpot seat pricing
OutcomeA contact outside the US, or in a portal without the Marketing SMS add-on, receives the SMS through an installed app, behind the same consent, number and frequency checks as the native specs.
Workflow mapmessaging-018
Trigger of the adapted spec leads to Mobile number in E.164. Mobile number in E.164 leads to No: Status bad number and task; Yes: App SMS consent is opted in. App SMS consent is opted in leads to No: Status no consent and email; Yes: SMS sent in the last 7 days. SMS sent in the last 7 days leads to Yes: Status capped; No: App action sends the SMS then stamp date and status. No Yes No Yes Yes No Trigger of the adapted spec Mobile number in E.164 Status bad number and task App SMS consent is opted in Status no consent and email SMS sent in the last 7 days Status capped App action sends the SMS then stamp date and status
Trigger of the adapted spec leads to Mobile number in E.164. Mobile number in E.164 leads to No: Status bad number and task; Yes: App SMS consent is opted in. App SMS consent is opted in leads to No: Status no consent and email; Yes: SMS sent in the last 7 days. SMS sent in the last 7 days leads to Yes: Status capped; No: App action sends the SMS then stamp date and status. No Yes No Yes Yes No Trigger of the adapted spec Mobile number in E.164 Status bad number and task App SMS consent is opted in Status no consent and email SMS sent in the last 7 days Status capped App action sends the SMS then stamp date and status

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it when the recipient's number is not a US number. Native Marketing SMS only reaches US numbers that start with +1 and contain 11 digits.
  • Use it when the portal has no Marketing SMS Long Code or Short Code add-on but already pays for a telephony or SMS app.
  • Use it as the reference block for every SMS spec in this category. Keep the trigger and the delays of the other spec, and swap its Send SMS message step for steps 1 to 5 below.
Read more on when to use itShow less

Skip it

  • Do not use it when the native add-on is in place and all recipients are in the US. The native action keeps consent, quiet hours and reporting inside HubSpot.

The rest of this spec

Prerequisites · 10 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 12 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free SMS and WhatsApp spec

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More in SMS and WhatsApp

25 specs in this section

See all 25 This category, 39 EUR
FreeAppointment reminder by SMS 24 hours before a booked meeting, opted-in contacts onlyContact10 steps Frequency cap: stamp the last SMS and last WhatsApp sent on the contact and block a second send within seven daysContact11 steps Phone hygiene before messaging: validate and format the number, branch out bad numbersContact13 steps Quiet hours and time zones: hold the message until business hours in the contact's countryContact12 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

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