Cellcast Documentation

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Setup Guide for HubSpot Integration ​

The HubSpot Integration connects your Cellcast contacts with HubSpot, enabling seamless synchronization and automation across both platforms. This allows users to:

  • Sync HubSpot contacts into Cellcast for targeted SMS campaigns.
  • Push Cellcast contacts into HubSpot for centralized contact management and tracking.
  • Trigger SMS messages via HubSpot workflows using Cellcast.

Install ​

To connect your Cellcast account with HubSpot, follow these steps:

  1. Log in to your Cellcast account.
  2. Navigate to Settings > Integrations.
  3. Locate the HubSpot card in the Integrations list.Access Integrations
  4. Click the Activate button. Activate Integration
  5. A new window will prompt you to log in to your HubSpot account. Login to HubSpot
  6. Select the HubSpot account (portal) you want to connect.
  7. Click Choose Account.
  8. Review the access permissions requested by Cellcast, including reading/writing contacts.
  9. Click Connect App to authorize the connection.
  10. You'll be redirected back to the Cellcast Integrations page with HubSpot now marked as “Connected.”

Use ​

Once the integration is active:

Import Contacts ​

Use the Import button to sync contacts from HubSpot into Cellcast. Import Contacts

Push Contacts ​

Use the Push Contacts button to send contact records from Cellcast to HubSpot. Push Contacts

Hubspot Workflows ​

You can automate SMS sending from HubSpot using the "Send SMS via Cellcast" action inside your workflows. Send SMS Workflow

Hubspot Contact Activity ​

You can send SMS messages from the Contact detail by adding the Cellcast SMS Send card. Send SMS Contact Activity

A new tab will appear on the contact details page, allowing you to send messages directly from it. Send SMS Tab

In the Activities tab, include Integrations > Enterprise Cellcast in the activity filter. Filter Cellcast Activities

This will display all Cellcast-related activities such as Sent Messages and Replies. Cellcast Activity Log

You can also add the Send SMS action to the contact preview using the Cellcast Contact Preview SMS card. Contact Preview SMS Card

This card will be accessible from the contact preview sidebar. Contact Preview Sidebar

Before sending a message, make sure the contact record includes a valid Phone Number. Send SMS Workflow

Sent Messages Reports ​

All sent messages can be reviewed on the Activity Report page in Cellcast. Activity Report

Disconnect ​

If you wish to disconnect HubSpot from Cellcast:

⚠️ Once disconnected, your data will stop syncing. However, existing records in both platforms will remain intact.

  1. Log in to your Cellcast account.
  2. Go to Settings > Integrations.
  3. Find the HubSpot integration card.Access Integrations
  4. Click Deactivate. Deactivate Integration
  5. Confirm by clicking Yes, I am sure.

Uninstall ​

To uninstall Cellcast from your HubSpot account:

Refer to HubSpot’s official guide here: 👉 How to uninstall an app from HubSpot