Marketing Automation

SMS Campaign

Send Twilio SMS bursts to opted-in segments with link tracking and opt-out handling.

Automation overview

What this automation does

This automation starts when hubSpot campaign date trigger on `sms_opt_in` segment. It twilio send and google sheets send, then hubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Service send with shortened Bitly links carrying UTM, rate-limited 100/min to compl. AI handles generation and decision logic in the middle of the flow.

Trigger

HubSpot campaign date trigger on `sms_opt_in` segment

Main actions

Twilio send → Google Sheets send

Final outcome

HubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Ser…

Execution time

30–90 seconds

Apps used

3 integrations

AI-powered

Yes

Difficulty

Intermediate

AIIntermediate

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

HubSpot

Event detected

Step 1

Twilio

Send

Step 2

Google Sheets

Send

Result

Google Sheets

Workflow complete

Step-by-step

How each step runs

1
HubSpotTrigger
Event detected
HubSpot campaign date trigger on `sms_opt_in` segment
2
Twilio
Send
HubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Service send with shortened Bitly links carrying UTM, rate-limited 100/min to compl
3
Google Sheets
Send
HubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Service send with shortened Bitly links carrying UTM, rate-limited 100/min to compl
4
Google Sheets
Workflow complete
HubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Service send with shortened Bitly links carrying UTM, rate-limited 100/min to compl

Apps used

Connected applications

HubSpot

Send

Twilio

Send

Google Sheets

Send

Summary

Automation summary

Trigger: HubSpot campaign date trigger on `sms_opt_in` segment
Inputs: HubSpot campaign date trigger on `sms_opt_in` segment, Business Name, Notification Email, Timezone
Outputs: HubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Service send with shortened Bitly links carrying UTM, rate-limited 100/min to compl, Twilio send, Google Sheets send
Business goal: Automate sms campaign end-to-end with accurate app routing.
Execution frequency: Real-time on event
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: HubSpot, Twilio, Google Sheets, AI provider API

Benefits

Why use this automation?

Save ~11 hours/week

Remove repetitive steps from SMS Campaign so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

HubSpot
Twilio
Google Sheets

Required accounts

Active HubSpot workspace with API access
Active Twilio workspace with API access
Active Google Sheets workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OpenAI or compatible AI provider API key
OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)
Permission to send prompts to your AI provider

Estimated setup time

30 min including app authorization and test run
Difficulty: Intermediate

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~7 min

Required connections

HubSpot(required)
PreviewHubSpot: workflow actions run in preview
⚠ Missing
Twilio(required)
PreviewTwilio: workflow actions run in preview
⚠ Missing

• Missing connection: HubSpot
• Missing connection: Twilio

Manage all connections →View all installations →

Workflow summary

Trigger: HubSpot campaign date trigger on `sms_opt_in` segment
Steps: 4 nodes
Required apps: 2
Optional apps: 1

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

AIPremiumIntermediatePreview30 min setup★4.85.0k installs · 116 reviews

Customize for My Business

Analytics

Template performance

17.6k

Views

5.0k

Installs

317

Favorites

4.8

Avg rating

28.4%

Conversion

30 min

Setup time

93%

Success rate

Trending score

Most used integrations

HubSpotTwilioGoogle Sheets

HubSpot segment `sms_opt_in=true` on campaign date triggers Twilio Messaging Service send with shortened Bitly links carrying UTM, rate-limited 100/min to comply with carrier rules, STOP replies auto-update HubSpot opt-out, and delivery failures log to Google Sheets for number hygiene.

Some steps run in preview until their integrations go live.

Required apps

HubSpotPreviewTwilioPreview

Optional apps

Google SheetsLive

All integrations

HubSpotTwilioGoogle Sheets

Workflow preview

How SMS Campaign runs

Trigger

Verify opt-in compliance

→

Process

AI decision layer

→

Action

hubspot

→

Notify

Alert & log

HubspotTwilioGoogle Sheets

Setup steps

Get started in 5 steps

1
Connect SMS stack
HubSpot segments, Twilio Messaging Service, Bitly, Google Sheets log.
2
Verify opt-in compliance
Double-check opt-in property and exclude suppressed numbers.
3
Configure rate limits
Throttle sends per carrier guidance; shard large lists over hours.
4
Track link clicks
Bitly click webhook updates HubSpot `last_sms_click` property.
5
Test send cohort
5 internal numbers through full link and STOP flow.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Brand Voice	select	Professional	No
Google Sheet ID	text		No
Sheet Range	text	Sheet1!A:Z	No

FAQ

Frequently asked questions

Character limits?

Workflow warns if body exceeds 160 GSM chars; suggests trim in Slack.

International SMS?

Country field selects Twilio sender ID or long code per region.

MMS images?

Optional media URL field for Twilio MMS on supported carriers.

Quiet hours?

No sends between 9 PM–8 AM recipient local time from timezone field.

Reviews

4.7

★4.7

116 total reviews

Nadia El-Sayed

Restaurant Owner · Frio Café

★★★★★

3/31/2026

SMS Campaign replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Great documentation · Scales well as we grow

− Took longer than estimated for advanced config

Marcus Chen

Sales Manager · HubSpot Partner

★★★★★Verified install

3/14/2026

We deployed this across three locations and saw immediate time savings. The SMS Campaign workflow handles edge cases we didn't expect it to.

+ AI quality exceeded expectations · Saved our team 10+ hours weekly

Emily Davis

Customer Success · SupportPro

★★★★Verified install

2/25/2026

Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.

+ Support team helped customize quickly · Setup was straightforward

Documentation

Template documentation

Overview

Requirements

Active hubspot account with API access
Active twilio account with API access
OpenAI or compatible AI provider API key
Shata Automation workspace (free tier supported)

Supported apps

hubspotPreviewtwilioPreviewgoogle sheetsLive

Triggers

HubSpot campaign date trigger on `sms_opt_in` segment

Actions

Verify opt-in compliance
Configure rate limits
Track link clicks
Test send cohort

Examples

Quick start

Activate SMS Campaign with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for SMS Campaign.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

10/9/2025

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

8/10/2025

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

6/11/2025

featureInitial marketplace release.

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Get started

Customize SMS Campaign for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

SMS Campaign

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How SMS Campaign runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

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Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize SMS Campaign for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

SEO Content Generator

AI Ads Copy

Google Forms Campaign Intake

Retargeting

Customers also installed

A/B Testing

Webinar Funnel

WhatsApp Campaign

Webinar Registration Router

Recommended for Marketing

Email Campaign

WhatsApp Campaign

Audience Segmentation

A/B Testing

Trending this week