YetiConnect

How to place outbound calls from inside HubSpot using the YetiConnect Dialer, and where calls appear afterward on the contact's Activities timeline.

Calling from inside HubSpot

How to send a text to a contact without leaving HubSpot, using the YetiConnect Messenger card on the contact record.

Texting from inside HubSpot

This article will show you how to trigger a workflow in Hubspot when a contact opts out from your YetiText number.

Triggering Hubspot workflows for opt-outs

This article will show you how to send a live message to a contact directly from the Hubspot contact record.

Sending Live Messages From Hubspot

This guide walks through how to create a Keyword conversation and trigger automations from it inside Hubspot

Creating a Keyword conversation: Hubspot

YetiText will update your HubSpot contact's timeline when certain events occur. You can use this to enroll your contact in a workflow.

HubSpot: Trigger Workflows Using YetiText Custom Timeline Events

This article walks you through the setup of the mobile verification settings and how to setup the verification action within a workflow.

Verifying a Contact Phone Number: HubSpot Workflow Action

In this article you'll learn how to setup the Workflow Extension for YetiText inside of your HubSpot app.

Setting up a YetiText action in HubSpot Workflows

This guide will describe how to setup an automated direct voicemail that is sent through a workflow within Hubspot

Automated Direct Voicemail: Hubspot

In this article learn how to setup trackable links for your HubSpot messages.

Setting up your Trackable Links domain

This article describes the various statuses that a text message can have in YetiText.

Text Message Status: Hubspot

This guide will walkthrough how to set up and use saved responses from the live chat area of YetiText

Setting Up Saved Reply in the Live Chat: Hubspot

In this article we cover how to connect your YetiText account to your HubSpot App.

Connecting YetiText to HubSpot

This guide will walkthrough the process for adding team members to your YetiText account.

Adding and Managing Team Members: Hubspot

This guide walks you through how to purchase an additional number on your account.

Purchasing a Number in YetiText: Hubspot

This guide covers the call and text settings for your YetiText phone number.

Phone Number Settings: Hubspot

This article overviews how billing with YetiText works.

YetiText Billing Overview: Hubspot

Levi Butler

Devan Borsboom

This collection of articles covers how to setup and use YetiText with Hubspot

Hubspot Articles

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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