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myCRMSIM Integrations

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myCRMSIM Make (Integromat) Integration Send Your First HubSpot Message ✅ HubSpot Troubleshooting Guide

Send Your First HubSpot Message ✅

Overview

This guide explains how to connect HubSpot with myCRMSIM and create an automated workflow to send SMS messages when a new inbound message is received.

Prerequisites
Before starting, make sure you have:
  • A HubSpot account.
  • An active HubSpot Sales Hub Professional subscription.
  • Access to myCRMSIM.
  • At least one company created in your HubSpot account under CRM → Companies.
  • Your HubSpot account connected to myCRMSIM through the Integrations page.
  • A HubSpot company connected as a sub-account from the Subaccount SIM page in myCRMSIM.
  • A messaging device assigned to the connected HubSpot sub-account (SMS, iMessage, WhatsApp, or RCS).
  • Message Routing configured for the connected HubSpot sub-account according to your preferred channel priority.
    Important: Before you start sending messages through myCRMSIM, you must first integrate your HubSpot account. If you haven't done so yet, see HubSpot Integration Guide and complete the setup before proceeding.

    Step 1: Create a Contact and Add a HubSpot Company to the Contact

    Important: Creating a contact and associating the correct company is a required step. This ensures the contact is properly linked to the company record and all related CRM activity stays organized.
    1. Go to CRM from the left sidebar and select Contacts
    2. Click Create contact in the top-right corner
    3. Enter the contact details, including First name, Last name, and Phone number
    4. Click Create to save the new contact
    5. On the contact details page, go to the Companies section and click + Add
    6. Search for the company, select the correct company, and click Next
    7. Click Save to associate the company with the contact
      ✅ The company will now be successfully added to the contact
       
      Step 2: Send Your First Message

      1. Open HubSpot CRM and navigate to CRM → Inbox from the left sidebar.
      2. Select the conversation or contact you want to message.
      3. Enter your message and click Send.
      4. Verify that the sent message appears in the myCRMSIM Messages Page.
      ✅ Your first message has been successfully sent from HubSpot using myCRMSIM.
       
      Step 3: Create Workflow in HubSpot
      1. Go to HubSpot dashboard
      2. Navigate to:
        Automation → Workflows
      3. Click Create Workflow
      4. Select Start from Scratch
      1: Set Start Trigger
      1. Click Set up triggers
      2. Select:
        Custom Events → External Events
      3. Search for:
        myCRMSIM Inbound Message Received
      4. Choose:
        myCRMSIM Inbound Message Received
          5. Click Next
       6. Eligible Records
      • Click Next. 

       7. Settings

      • Enable the Re-enroll toggle to allow contacts to enter the workflow again after completing it.
      • Click Save and continue 
        2: Add Action – Send SMS via myCRMSIM
        Configure Send SMS Action
        1. In the workflow, click + Add Action
        2. Select myCRMSIM App→ Send SMS
        Fill the following fields:
        1. Phone Number
        • Click the field
        • Select a data token (Phone Number)
        2. Location ID
        • Select your connected sub-account from the dropdown.

        3. Message Text

          Example:
          Thank you for your message. We will get back to you shortly.
          4. Attachments (Optional)
          • Add attachment URLs
          • Use comma-separated URLs if adding multiple attachments
          5. Name Your Workflow
          • Enter a suitable workflow name for easy identification
          6. Save Workflow
          • Click Save
          7. Review & Turn On
          • Click Review and Turn On to activate the workflow
          ✅ Your workflow is now active.

          Step 4: Verify Workflow Trigger

          When someone sends a message to your connected myCRMSIM number, the workflow should automatically trigger for that contact’s phone number.
          The configured SMS response will then be sent automatically through the workflow.
          Step 5: Check Workflow Execution (Action Logs)
          How to View Logs
          1. Go to:
            Automation → Workflows
          2. Open your workflow
          3. Click View → Action Logs
          What You Will See
          • Contact details (phone number)
          • Trigger event: Inbound Message Received
          • Action: Send SMS
          • Status: Success / Failed
          Event Details

          Click any log entry to view:

          • Execution time
          • Action performed
          • Status
          • Server response
          Final Result
          ✅ When a new inbound message is received in myCRMSIM:
          • HubSpot workflow is triggered automatically
          • SMS is sent to the selected contact

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