Set up SMS messaging

To send SMS messages in HubSpot, you need to register your business and receive approval. After submitting your registration in HubSpot, it may take 6 to 8 business days for 10DLC numbers and 8 to 12 weeks for Short Code registrations. This process is run by a third party on behalf of the associated mobile phone carriers to approve your application.

Understand limitations & considerations

• You can only send SMS messages from US-based numbers.
• SMS messaging in HubSpot is not currently supported for sole proprietors.
• Certain types of messages and business categories are not allowed on SMS platforms in the United States and Canada. Review the forbidden message categories in the documentation of Hubspot's SMS provider, Twilio, to verify they don't apply to your business or message content. 

Understand differences between short and long code SMS

The Marketing SMS Add-on grants access to a long code (10DLC) number and is designed for basic SMS marketing. Purchasing this add-on provides a ten digit phone number after a six to eight business day waiting period. This add-on works best for customer service, two-way communication, and smaller campaigns where a local presence is helpful. 

The number of messages you can send on a long code number depends on a trust score determined by a third party based on their independent reputation checks of your brand. Learn more about trust scores in Twilio's documentation. 

The Marketing SMS Short Code Add-on grants access to a short code SMS number and is designed for high volume SMS marketing. Purchasing this add-on provides a five or six digit phone number after an eight to twelve week waiting period. This add-on works best for large marketing campaigns, promotions, and time sensitive alerts. 

Get a long code SMS number

For long code SMS numbers, you will need to provide information about your business and the kinds of SMS messages you plan to send, then wait to be approved. Once you've been approved, you can get the number you'll use to send SMS messages.

Please note: this process only applies to long code SMS numbers. To begin the registration process for short code SMS numbers, contact your HubSpot representative.

Register your business

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to SMS.
3. In the Phone Number column, click Continue registration.
4. In the right panel, click Business details. 
5. For business registered in the United States: 
   • Click the Where's your business registered dropdown menu and select United States. 
   • In the Legal business name field, enter the business name that appears on your CP575 form. 
   • In the EIN field, enter the EIN that appears on your CP575 form. 
6. For businesses registered in Canada:
   • Click the Where's your business registered dropdown menu and select Canada. 
   • In the Legal business name field, enter your legal business name.
   • In the Business number (BN) field, enter your business number. If your number is longer than nine digits, only enter the first nine. 
7. For businesses registered outside of the United States or Canada: 
   • Click the Where's your business registered dropdown menu and select Rest of world. 
   • In the Legal business name field, enter your legal business name.
   • Click the Business registration type dropdown menu and select an option. If your registration type isn't listed, select Other, then enter your registration type in the Other business registration type field. 
   • In the Business number (BN) field, enter the business number recommended for your registration type. 
8. Click the Business type dropdown menu and select a business type, such as Corporation or Non-Profit. 
9. Click the Business industry dropdown menu and select the industry that most closely aligns with your business.
10. in the Website field, enter the URL of your business's website.
11. Click the Regions of operations dropdown menu and click each region where your business operates.
12. In the Company status section, select a status:
    
    • Public: your company is listed on a stock exchange or over-the-counter market. If you select this option, you must also select the stock exchange where your business is traded and enter its stock ticker symbol.
    • Private: your company is not listed on a stock exchange or over-the-counter market.
13. In the bottom right, click Next. 
14. In the Business address fields, enter the address of your business. 
15. In the bottom right, click Next. 
16. In the Point of contact fields, enter the contact information for the person who will be contacted about your registration. The email address you enter must use the format name@company.com. 
17. In the bottom right, select the I've reviewed all details and I'm ready to submit checkbox. 
18. Click Submit. 

Provide SMS details

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to SMS.
3. In the Phone Number column, click Continue registration.
4. In the right panel, click SMS details. 
5. In the Describe how you plan to use SMS section, enter a description of how you will use SMS messages. Do not include any user or confidential information in this field. 
6. In the Write two sample SMS messages you'll send section, enter two sample messages that represent the kind of content you'll be sending in SMS messages. Your example messages should contain the following: 
   
   • Your business name. 
   • An opt-out keyword like STOP. 
   • A link to a published privacy policy that includes a statement of non-sharing for mobile numbers, message frequency, and a Message and data rates may apply disclosure. 
7. Select an option for whether you are a financial institution that uses direct, first-party lending. This is a forbidden business category. 
8. In the bottom right, click Next.
9. In the Opt-in details section, select the checkbox next to each way recipients will provide opt-in consent:
   • By texting START to our designated SMS number: recipients text START to your designated SMS number from the number where they consent to receive SMS messages. This option is selected by default and cannot be cleared. 
   • By entering their phone number and giving consent via a website form: recipients fill out a form to opt into receiving SMS messages.
     • This form must include the following: 
       • Separate checkbox to collect SMS consent. This consent must be optional and explicit, rather than tied to other services.
       • Legal business name.
       • Types of messages recipients will receive.
       • Message rates.
       • Frequency of messages.
       • How to opt-out of receiving messages.
       • Live, publicly accessible links to a privacy policy and SMS terms of service. 
     • For public forms, select Public form, then enter a link to the form. 
     • For private forms, select Private or restricted access form, then click Choose a file and upload a screenshot of the form. 
   • By replying to an email from our brand confirming they consent to be contacted via SMS: recipients will be sent an email, then they will reply to it confirming they wish to be contacted via SMS.
   • Other: an additional method of obtaining consent will be used. 
     • In the Please add details section, enter a description of the method of consent being used. 
     • To add an optional screenshot, click Choose a file in the Screenshot section and upload a screenshot.
10. In the bottom right, click Next. 
11. In the Privacy policy section, enter the live, publicly accessible URL of your SMS privacy policy. It must meet the following requirements: 
    • The privacy policy should state that the business does not share SMS consent data with third-parties third parties/affiliates/non-affiliates.
    • If the privacy does mention sharing SMS consent data, the following disclaimer should be included: "All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services."
12. In the Terms of service section, enter the live, publicly accessible URL of your SMS terms of service. Your terms of service include the following information: 
    • Legal business name
    • Types of messages recipients will be sent. 
    • How to opt out. For example: "Reply STOP to opt out."
    • Message rates. For example: "Message and data rates may apply."
    • Frequency of messages. This can be a specific number of messages or a disclaimer that "Message frequency varies."
    • A carrier disclaimer. For example: "Carriers are not liable for delayed or undelivered messages."
    • A link to your privacy policy. 
13. In the bottom right, select the I've reviewed all details and I'm ready to submit checkbox. 
14. Click Submit. 

After you've submitted your SMS details, the approval process by mobile carriers may take a few weeks. 

Get an SMS number

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to SMS.
3. Click Get number.
4. In the right panel, click the Area code/prefix dropdown menu and select an area code.
5. Click Generate number. A preview of your new number will appear.
6. Click Next.