In order to get started with YetiText for Hubspot, begin by clicking the button below:

Step 1:

Fill out the basic contact details for your company. The email address you use will be your username when signing into YetiText. After completing the registration, your password will be generated and sent to the Mobile number you provide on this step. 

Step 2:

Fill out your credit card details in this form and click Create Account.

Step 3:

Once you have input your basic details and credit card information, select HubSpot from the platform dropdown and click Connect.

Step 4:

At this point you will be redirected to HubSpot to a Request for Integrations Permissions page. YetiText allows you to create new contacts in HubSpot through Auto Chats and to send and receive messages from the contact page and Workflows. Once you are ready, Grant Access and you will be sent to the next step. 

Step 5:

Next we will select a phone number. YetiText provides you the option to select a Toll Free or Local Number in the United States or Canada. For more details on selecting a phone number read this guide. Once you have the number you want, click Buy and continue to the next step. 

Step 6:

YetiText automatically manages Opt-ins and Opt-outs for you. When someone unsubscribes or resubscribes, you have the ability to reflect that in HubSpot by assigning workflows to these actions. Additionally, with our dynamic text message action in HubSpot Workflows, you can have contacts that are assigned to your user in HubSpot receive messages from your assigned number. With teams, this feature can be very useful without having to setup multiple text messages for each number you own. 

Step 7:

YetiText billing is all managed through a single credit balance in your account. When you begin, you can establish what your minimum balance will be at which point we will re-bill your card to keep credits in your account. For more details on billing, read this guide.

Registration Confirmation

You're now all set and ready to begin using YetiText! 

 

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