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The Captivated HubSpot integration allows your team to access SMS conversations without leaving the contact record you’re working from in HubSpot. With the integration, you can:
  • View existing Captivated conversations.
  • Review SMS conversation history.
  • Send new text messages.
  • Choose which Captivated Channel to send from.
  • Open the full conversation directly in Captivated.

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View Captivated Conversations in HubSpot

Once the Captivated HubSpot integration is installed, open a contact record in HubSpot and locate the Captivated section in the right-hand panel. If the contact has existing SMS conversations in Captivated, they’ll appear here. From an existing conversation, you can:
  • Select Actions to view the conversation within HubSpot.
  • Select the launch icon next to the Channel to open the full conversation in Captivated.
  • Review previous SMS messages with the contact.
Messages sent through HubSpot are also reflected in Captivated, keeping the conversation history together.

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Start a New Conversation

To send a new text message from a HubSpot contact record:
  1. Locate the Captivated section on the contact record.
  2. Select Start a Conversation.
  3. Choose the Captivated Channel you’d like to send the message from.
  4. Enter your message.
  5. Select Send.
If your organization has multiple Channels, be sure to select the appropriate Channel for the conversation. Once sent, the message will appear in Captivated immediately.

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Conversation History

You can review existing SMS conversation history from within the Captivated window in HubSpot. For more advanced conversation management, select the launch icon to open the conversation directly in Captivated.

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Best Practices

  • Make sure the HubSpot contact has an accurate mobile phone number before starting a conversation.
  • Select the appropriate Channel when your organization uses multiple texting numbers.
  • Continue using your organization’s normal texting and consent practices when messaging contacts from HubSpot.
  • Use Captivated when you need access to additional conversation management features that aren’t available within the HubSpot integration.
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Get the HubSpot Integration

Interested in using Captivated with HubSpot? Contact Captivated Support using the in-app Support option or text (317) 316-3600 for assistance getting started.