> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot SMS Workflows

> This guide explains how to send an SMS via CloudTalk as an Action step in HubSpot's Workflows feature.

> [!NOTE]
>
> In this article, you will learn how to access Workflow Automations, use triggers, conditions, and actions, and build effective workflows.

**User level:** Admin

***

## Prerequisites

* Ensure you have [Configured your HubSpot integration](https://help.cloudtalk.io/en/articles/3206271-configure-hubspot.md) in CloudTalk.

* Confirm you have the **Workflows** feature in HubSpot.

* Confirm your HubSpot user account has access to this feature.

## Creating your workflow

1. In HubSpot, go to **Automation** > **Workflows**.

2. Click `Create workflow` > `From scratch`.

3. Select **Contact-based** for your workflow trigger.

> [!NOTE]
>
> **TIP**: the CloudTalk SMS action is only available for Contact-based workflows.

![](https://mintcdn.com/cloudtalk/O5rJITGT3VgCy4bd/images/help-center/articles/6118552/110d6892d676-wrk1.png?fit=max\&auto=format\&n=O5rJITGT3VgCy4bd\&q=85\&s=e52f402708cead261960b43f0e3ac29f)

4\. Configure an **enrollment trigger** for your workflow. See [HubSpot’s guide on enrollment triggers](https://knowledge.hubspot.com/workflows/create-workflows#set-enrollment-triggers) for more details.

![](https://mintcdn.com/cloudtalk/O5rJITGT3VgCy4bd/images/help-center/articles/6118552/9443b8c18d5e-screenshot-2025-03-18-at-13-58-07.png?fit=max\&auto=format\&n=O5rJITGT3VgCy4bd\&q=85\&s=38f59f48c30df57437164801970cf823)

5\. Click the `+` icon and find the **CloudTalk Send SMS** action.

![](https://mintcdn.com/cloudtalk/O5rJITGT3VgCy4bd/images/help-center/articles/6118552/44221555d898-screenshot-2025-03-18-at-12-48-41.png?fit=max\&auto=format\&n=O5rJITGT3VgCy4bd\&q=85\&s=da2da1d4cda8f7d8ed507d282a85f71e)

> [!NOTE]
>
> **TIP**: You can add additional actions before or after the CloudTalk Send SMS action.

Learn more about HubSpot workflow actions [here.](https://knowledge.hubspot.com/workflows/choose-your-workflow-actions)

6\. Set up the following in the CloudTalk Send SMS action:

* **CloudTalk number** - The sender. Must be an SMS-enabled number CloudTalk number.

> [!NOTE]
>
> CloudTalk does not support sending SMS messages to short/ short code phone numbers.

* **Recipient number** - A HubSpot Contact field with an E.164 formatted phone number.

* **Text** - The SMS, you can add dynamically-filled fields that will be filled based on the HubSpot contact in the trigger.

![](https://mintcdn.com/cloudtalk/O5rJITGT3VgCy4bd/images/help-center/articles/6118552/95e3db7de103-screenshot-2025-03-18-at-13-11-43.png?fit=max\&auto=format\&n=O5rJITGT3VgCy4bd\&q=85\&s=053bcd0fba9c348ddb10c05390421fc0)

7\. To enable the workflow, click `Review and Publish`. See HubSpot’s [guide](https://knowledge.hubspot.com/workflows/create-workflows#enable-your-workflow) for further details on the options and logic in this step.

![](https://mintcdn.com/cloudtalk/O5rJITGT3VgCy4bd/images/help-center/articles/6118552/cc11a9653139-screenshot-2025-03-18-at-13-16-16.png?fit=max\&auto=format\&n=O5rJITGT3VgCy4bd\&q=85\&s=56e009f73aa54202d5de09b000693fa9)

## FAQ

### Issue: SMS Messages Not Sending

This issue typically occurs when some or all parts of the workflow are incorrectly configured.

**Example:**

* The recipient number in the action is not formatted in **E.164** (the international standard for phone numbers).

**Solution:**

1. Open the **workflow** and navigate to **History**.

2. Locate the **Send SMS** action that failed.

3. Click **Event Details** to view the error.

4. In the **Server Response** section, review the message.

5. The most common issue is that the “recipient” is not added in an **E.164 formatted phone number**.

If the error is **not** in the **Send SMS** action, please contact HubSpot Support.

***

### Issue: CloudTalk Numbers Not Showing Up in the Workflow Action

This occurs when multiple **CloudTalk companies** are connected to the same HubSpot account.

**Solution**:

* To use this feature correctly, ensure that **only one CloudTalk company** is connected to your HubSpot account.

***

### Issue: CloudTalk 'Send SMS' Option Not Visible When Configuring the Workflow

There are **two possible reasons** for this issue:

1. The user does not have an **active HubSpot integration** in CloudTalk.

2. The workflow in HubSpot was not created with a **Contact-based enrollment trigger**.

**Solutions**:

* **Check HubSpot Integration in CloudTalk:**

  1. In **CloudTalk**, go to **Settings > Integrations**.

  2. Confirm that your **HubSpot integration** is **Active**.

* **Ensure a Contact-Based Enrollment Trigger in HubSpot:**

  1. In **HubSpot**, go to **Automation > Workflows**.

  2. Open the workflow and verify that the **trigger type** is **Contact-based enrollment**.

Following these steps should resolve the issue. If the problem persists, reach out to **HubSpot Support** for additional troubleshooting.

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Integrations guide](https://help.cloudtalk.io/en/articles/10570091-integrations-guide.md)
- [Configure HubSpot](https://help.cloudtalk.io/en/articles/3206271-configure-hubspot.md)
- [HubSpot Authentication](https://help.cloudtalk.io/en/articles/8394676-hubspot-authentication.md)


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