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How to Integrate Text Request with HubSpot

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What does this integration accomplish?

All messages sent to and received from your Text Request dashboards will sync with your HubSpot contacts when this integration is active.

This is useful for texting from multiple dashboards under one Hubspot account. You can also text multiple leads and customers directly within your Hubspot account using the Text Request Chrome extension.

Note, only contacts that already exist within HubSpot will be textable. Any contacts' phone numbers that only exist within Text Request will need to be manually added to HubSpot, and any messages prior to the sync will not be included. Syncing starts with messages sent after the integration is turned on.

All dashboards within your Text Request account can use this integration. For example, 10 reps could text from 10 unique dashboards under the same account. You just need an admin level user within both Text Request and HubSpot to set the integration up.

How do you set up this integration?

1. Go to the Integrations section of your dashboard.

2. Locate the Hubspot integration box underneath the “Everyday Tools” section.

3. Select “Set Up” within the HubSpot box.

4. Select “Connect to Hubspot” on the new page that appears.

5. A new window will open asking you to login to HubSpot and select the account you’d like to integrate Text Request with.

6. Select “Choose Account” once you’ve found the HubSpot account you’d like to integrate.

To edit the dashboards that are in sync with this integration:

You can choose all or a subset of dashboards to sync. To do that:

1. Select “Settings” within the HubSpot box in your Integrations menu.

2. Select between syncing “selected dashboards” or “all dashboards.”

3. If you selected “sync selected dashboards,” check the dashboards below that you prefer to be synced.

You can uncheck any dashboards that you no longer wish to have synced at any time by following these steps (without disconnecting the entire integrations).

Why aren't your messages showing up in HubSpot yet?

If you don't see any messages appear in a contact's activity feed in HubSpot, it just means that you need to make sure that Text Request is selected in your activity filters. 

1. Choose any contact in HubSpot. 

2. Click "Filter activity" under the contact's Activity section.

3. Make sure Text Request is selected under the "Integrations" category.

How do you disconnect this integration?

When you no longer wish to use the integration, you can disconnect it by following these steps:

1. Go to the Integrations section of your dashboard.

2. Locate the Hubspot integration box underneath the “Everyday Tools” section.

3. Select “Settings” within the HubSpot box.

4. Select “Delete integration” on the new page that appears.


5. A new window will open asking you to confirm that you’re sure you’d like to delete the integration.

Once this integration is deleted, messages will remain within the Hubspot contact, but no new messages will be synced.

You may reconnect this integration at any time to begin syncing new messages again.