The Sinch for HubSpot integration includes native support for HubSpot Custom Objects, empowering users to build advanced, automated messaging workflows that align perfectly with unique business processes.
Custom objects
HubSpot custom objects are flexible data structures that allow businesses to store and organize information in ways that are not possible with HubSpot's standard objects e.g. contacts, companies, deals, and tickets. Custom objects give users the ability to tailor their CRM to their specific needs.
Customizable Fields: You can create custom fields in a custom object to store specific data unique to your business or process.
Associations: Custom objects can be linked to standard HubSpot objects e.g. contacts, companies, deals, etc. enabling users to create relationships between data sets.
Workflows and Automations: You can use custom objects in HubSpot workflows, automations, reporting, and even emails, making it easier to tailor your CRM to the specific needs of your business operations.
Before you can send a message via a Custom Object workflow
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The custom object you create must include a phone number property, as this is required for the Sinch integration to send messages.
Refer to this guide on how to add fields to a custom object, and see this article for more information about the available data types.
If you create a new custom object, it may take up to 1 hour for the Sinch integration to sync with it.
During this time, you will not be able to add Sinch actions to workflows that use the new custom object.Sending to associated contacts : Sending messages to associated contacts from a custom object is not supported in the current version and will be available in a future release.
Workflows and automations using custom objects
To trigger an action from a custom object within an existing workflow:
- From the workflow builder, choose a trigger to start the workflow.
- Click on Trigger manually.
- Select your custom object e.g. Car.
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Click on Save and continue.
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(Optional) You can click on Settings to allow the custom object to re-enroll after completing the workflow.
- From the workflow builder, click on the + icon.
- Scroll down to Integrated apps section and click Sinch Engage SMS.
- Click on Send SMS / MMS.
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Configure the SMS / MMS action.
- Phone Number: Select from the available data records e.g. phone (Enrolled car)
- Account: Your Sinch Engage account.
- Sender ID Name: The options here will reflect the Sender IDs you have available to you on your Sinch Engage account e.g. Dedicated numbers, registered alphanumeric sender IDs. The Account Default is the default Sender ID you have set up on your account in the Sinch Engage platform. If you're using the Account Default setting, any changes you make to your default sender ID in the Sinch Engage platform will be applied to this workflow.
- Workflow ID: Your workflow reply ID. This will ensure that replies to this message will only trigger actions in a specific workflow.
- Text Message: Compose your message. You can include any relevant personalization by choosing from the data variable list e.g. First Name.
- Image URL: To send an MMS, paste the image URL here. Please review the MMS requirements before setting this up.
- Country Code: If you're sending messages overseas, enter the country code here, otherwise leave it blank to default to your local country.
- Owner: Select the owner of this action - this selects the email address to which notifications relating to this action will be sent.
- Click Save.
- When you're ready, click Review and Publish.
- Select Yes, enroll contacts who meet the enrollment criteria immediately when the workflow is turned on before turning on the workflow.
- Select No, only enroll contacts who met the trigger criteria after turning the workflow on if you want to send a bulk message to anyone who meets the enrollment criteria after turning the workflow on.
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You can view all activity related to the custom object in the Activities section.