Send Text to Contact or List

In HubSpot, go to Marketing > SMS
In the top right, click Create message.
On the left side of the editor, edit the content of your message:
1. At the top of the rich text toolbar, you can click the link icon to insert a link, click the emoji icon to insert an emoji, or click the special character icon to add a symbol
You can also add personalization to your message by clicking Personalize:
1. Click the Type dropdown menu, then select the type of personalization token to insert.
2. Click the Property dropdown menu to select which property value to pull into the message body.
3. Enter a default value that can be used for any contact without a value populated for the property, then click Insert.

By default, an opt out message will be appended to the body of your message. Recipients who respond with STOP will automatically unsubscribe from receiving SMS messages from your business. You can unselect the Include default opt-out text checkbox to specify the opt-out prompt text in the body of your message manually.
When you're ready to send or schedule your message, click the Sending tab.
Click the Send to dropdown menu and select any lists or individual contacts to add them to the recipient list.
1. Keep in mind that contacts must be set as marketing before you can send them SMS messages.
2. HubSpot will only send an SMS message to a contact with a valid US-based phone number for the Mobile phone number or Phone number contact property, and the contact has granted explicit opt-in consent for the subscription type associated with that phone number.
Choose when you want to send your message by selecting a sending option:
1. Send now: your message will be sent immediately.
2. Schedule for later: send your message at a specific date and time.
In the upper right, click Review and send or Review and schedule if you scheduled your message for a later date.

More information on sending an SMS to Contacts and Lists can be found in the HubSpot documentation: Create and send SMS messages in HubSpot

Send Text Using Workflow

Using the above steps, create a new SMS message
Rather than sending this to a list or selected contacts, under Sending method, click the dropdown menu and select As part of a workflow.
In the top right, click Review and publish
Go to Automations > Workflows
Click the name of an existing workflow, or create a new workflow
1. Note: the workflow must be a contact based workflow to be able to use this feature
In the workflow editor, click the plus icon + to add a workflow action.
In the left panel, under Communication, select Send SMS message.

Click the Choose a published SMS message dropdown menu, then select the SMS message you published.
Click Save.
Finish configuring your workflow, then click Review and publish in the top right of the editor.

Open the Contact record where the SMS was sent
Once in the Contact record, open the Activities tab
In the Filter activity dropdown, make sure the checkbox by Communication > SMS is checked.
1. If there are a lot of activities on this contact’s record, it could be helpful to deselect all activity types other than SMS
This view will allow you to see all the activities that meet the filtered criteria

In HubSpot, go to Marketing > SMS
On the SMS dashboard, you will be able to see all SMS messages
These can be filtered by Status (draft, scheduled, sent), Sending Method, campaigns, and many other criteria.
To view statistics for a specific SMS message, click the name of the message
On this screen, you will be able to see things like recipients, delivery rate, click rate, and other helpful metrics.