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Phonovation HubSpot FAQs

Some questions and answer to help get you started!

Overview

Phonovation SMS for HubSpot allows you to:

  • Send one-to-one SMS directly from a contact record
  • Send bulk SMS campaigns from the Campaign page
  • Trigger SMS automatically using HubSpot workflows
  • Log all sent SMS activity on contact timelines

Account Setup & Access

Where do I link my account?

Link your HubSpot account here:
https://hubspot.phonovation.com

Where do I log in to the Phonovation SMS portal?

Access the portal here:
https://secure.interactsms.com/login

How do I start using the app?

Install the app in HubSpot and complete the onboarding and login steps shown during setup.

Why can’t I send messages yet?

Your setup may not be fully completed. Reopen the account linking page and ensure all connection steps are finished.

Sending SMS from a Contact Record

Where do I send a single SMS?

Open a contact record and use the Send SMS card in the right-hand sidebar.

Which phone number is used by default?

The system auto-fills the number from the contact’s Mobile or Phone field. You can edit it before sending.

What is required to send an SMS?

  • A valid phone number
  • Message text

SMS Campaigns

Can I send to multiple contacts at once?

Yes. Use the Campaign page to send SMS to selected contacts or HubSpot lists/segments.

Can I schedule a campaign?

Yes. Select Schedule for Later and choose your preferred date and time.

Why are some contacts skipped?

Only contacts with valid phone numbers are included in campaigns.

Can I send to multiple lists without duplicates?

Yes. Contacts that appear in multiple selected lists are automatically deduplicated.

Sender ID & Message Content

What is a Sender ID?

The Sender ID is the name or number recipients see as the sender of your SMS.

Why is the Sender ID dropdown empty?

This usually means:

  • Your setup needs to be refreshed, or
  • No Sender IDs are currently available on your account

What does “Marketing or promotional message?” do?

This option automatically adds an opt-out line to your SMS message.

Why do I see warnings about special characters?

Special characters can reduce the SMS character limit and increase the number of message parts — which may increase cost.

What are “SMS parts”?

Long messages are split into multiple SMS parts. More parts may result in higher costs.

Workflows

Can I send SMS from HubSpot workflows?

Yes. Add the SMS workflow action and configure:

  • Message text
  • Sender ID
  • Optional fields as required

What happens if the workflow phone field is left blank?

The system automatically attempts to use the contact’s phone number from their record.

Can workflow SMS be used for tickets?

Yes. SMS can be sent to associated contacts with valid phone numbers.

Timeline Activity & Reporting

Will sent SMS appear in HubSpot timelines?

Yes. All sent SMS activity is logged on the related contact timeline.

What details are logged?

  • Message text
  • Recipient phone number
  • Sender ID
  • Timestamp

Where can I view delivery and reporting data?

Log in to the Phonovation portal:
https://secure.interactsms.com/login

Troubleshooting

Why did my SMS fail?

Common causes include:

  • Incomplete app setup
  • Missing or invalid phone number
  • Unavailable Sender ID
  • Temporary service/API issue

What should I check first?

  1. Confirm setup is complete at hubspot.phonovation.com
  2. Verify the contact has a valid phone number
  3. Confirm the correct Sender ID is selected
  4. Retry and review any in-app error message