Summary

Marketing agencies using HubSpot can boost client results by adding SMS to their campaigns with Salesmsg. Unlike HubSpot’s basic SMS tools, Salesmsg offers advanced texting features, automation, and a multi-account setup designed for agencies.

This guide explains how to integrate SMS into HubSpot campaigns and workflows, drive higher engagement and conversions, personalize communication at scale, and measure performance with robust analytics. Whether you're improving underperforming workflows or launching promotions, SMS helps you deliver faster, more effective results for your clients.

Marketing Agencies: Why send text messages for your clients?

As an agency, you need to stay on the cutting edge of what works for your clients. 

Sure, doing things like running email marketing campaigns, managing ads, creating social media content, and publishing website content all help to grow the brands you're managing.

However, you can do so much more for your clients, just by adding text messages into their marketing campaigns.

Here’s why: Emails get lost in inboxes. Ads often get ignored. Social media is hit or miss at best. Yet, it’s estimated that 90% of text messages get read within minutes—and 45% get a response. (That’s 8x more than your standard email.)

Add in the fact that Americans check their phones 205 times a day in 2025, and you can understand why marketing agencies now send SMS messages on their clients’ behalf.

By adding SMS messages to your offer stack, you can dramatically boost your clients’ results, charge higher fees, and stand out amongst your competition. 

If you already use HubSpot to manage your clients’ campaigns, you can send SMS messages in a matter of minutes—just by integrating Salesmsg to your HubSpot account. In doing so, you can increase your results for just about any HubSpot workflow, promotion or marketing campaign. 

Below, we'll take a detailed look at the benefits of integrating SMS into your existing campaigns, highlight top ways to text for your HubSpot clients, and show you a few ways SMS can improve any existing HubSpot workflows.

HubSpot SMS: What’s the best SMS tool for agency clients? 

Here’s a quick look at the SMS options you have as an agency using HubSpot…

First, yes you can use the SMS tool inside HubSpot’s Marketing Hub for SMS marketing. However, as of this writing, HubSpot SMS messaging is pretty basic.

HubSpot just doesn’t allow you to scale SMS or give you the level of customization that you’ll find with a texting platform. Also, it’s difficult to manage SMS messages across multiple client accounts inside HubSpot.

That’s why so many agencies use a third-party HubSpot SMS integration like Salesmsg. 

Why use Salesmsg for agencies?

Salesmsg is built for agencies that need to move fast, stay organized, and scale.

Whether you have 10 or 100+ clients, our texting-and-calling platform gives you the tools to collaborate across agency accounts, handle client communications, and support your sales, marketing, and service teams—all in one place. If you run an agency and need a platform that can grow with you, Salesmsg delivers the flexibility and control your team needs.

For example, Salesmsg allows you to manage multiple texting accounts from a single dashboard and account. It’s called our multi-organization environment. With this feature, your agency can oversee multiple clients with one Salesmsg account and login. You can also use this environment to create as many accounts as you need.

Salesmsg also has a two-way direct integration with Salesmsg. That means Salesmsg is built to work seamlessly with your HubSpot accounts.

Our team even designed a Salesmsg widget that works inside your HubSpot account. Using this widget, you can create entire SMS marketing campaigns for your clients without leaving your HubSpot account. Or if you wish, you can build the same kind of campaigns inside your Salesmsg account. Either way, your CRM data will sync automatically across both platforms.

Plus, if your agency client wants to expand into using SMS throughout for their sales and customer support teams, it’s simple to do so with Salesmsg. If you’re only using HubSpot for SMS, you only have access to texting inside HubSpot’s Marketing Hub. That limits your options if your clients want to expand SMS beyond marketing.

What are the benefits of using SMS for HubSpot clients?

If your clients are already using HubSpot, then adding a few SMS messages to your HubSpot workflows is one of the fastest ways to boost your conversions.

For example, let's say you have a welcome email workflow set up that upsells your clients’ service when new subscribers join their email list.

Instead of only sending emails, which have an average open rate of 20%, you can also send SMS messages at the beginning and end of your campaign. Since an average 90% of texts are read within minutes, you can ensure that new subscribers are actually seeing these messages that lead to sales. In other words, by just adding a couple SMS messages—you’ll increase your opportunities to drive sales for your clients.

Here’s an example of what this workflow would look like inside HubSpot.

Here are some of the main benefits of adding SMS marketing to HubSpot:

• High engagement rates compared to all other channels
• Ability to send out offers, reminders, and updates in real-time
• Improved customer retention through consistent two-way texting
• Easily personalize communication for your clients’ leads at scale
• Segment your leads to send more targeted messages
• Gather customer feedback to improve messaging and future campaigns

SMS also lets you integrate your marketing and customer communication across every channel. For example, you can add your client’s textable phone number to their social media profiles and encourage followers to text to ask questions or join their list. 

You can even run text-to-join marketing campaigns to build your SMS list. (With Salesmsg, you can create as many text-to-join keywords as you like for your clients.)

Overall, adding SMS opens up a new channel for sending and receiving messages directly to your client’s customers—without having to rely on emails, ads or social media that may or may not pan out. 

What are the best practices for using SMS messages? 

Now that you understand the value of integrating SMS marketing into your client's businesses, let's look at a few of the best practices to keep in mind as you're crafting SMS campaigns. 

Crafting the Perfect SMS Message

SMS is a different medium than email, social, and ads you may be running for clients.

For starters, you don’t have to come up with a big idea or hook to make SMS campaigns work. Instead, just be clear and convey your message in a sentence or two. That’s enough to capture the audience's attention when you're sending texts.

The fewer words you can use in your text message, the better. In terms of length, we recommend using up to 160 characters per message. But you can send messages with over 160 characters using Salesmsg if necessary.

Make sure your tone is always conversational and light, just like texting a friend. 

If you want help writing high-converting SMS messages, then you can always use the AI Texting Assistant inside Salesmsg. This quick SMS tool rephrases existing text messages, writes texts from scratch, and changes the tone of your messages. 

Here are a few guidelines to follow when writing texts: 

• Always add a clear and compelling call to action to every text message, so your audience understands what to do next. For example, you might send them a calendar link to sign up for a sales demo, or a link to your latest promotion.
  
  
• Whenever possible, personalize your outbound text messages using contact data from HubSpot. For example, you can use merge fields to insert first names or other personal details into your text messages. 

Timing and Frequency of Text Messages

There’s no “perfect time” to text—only the best time for your client’s audience.

Salesmsg makes it easy to schedule texts at different times of day, so you can test what works. With built-in analytics, you’ll see exactly when leads are most likely to engage—giving you the data to fine-tune your timing for each client.

As you build out SMS campaigns, remember: less is more. Since most texts are read almost immediately, sending too many can feel intrusive. A good rule of thumb? One text for every four emails you’d typically send to a client’s list.

Think of texting like a high-performing email—great for onboarding and promotions, but best used strategically. The goal is to keep your client’s brand top of mind without overwhelming their leads’ inboxes.

Use Data to Inform Your SMS Marketing

When you first start texting for a client, you may not have much SMS-specific data to work with, but that doesn’t mean you’re starting from scratch.

Look at what’s already working across other channels. Have a high-performing email workflow inside HubSpot? Repurpose that same messaging into a text series. The format will be shorter, but the proven topics, offers, or CTAs are likely to resonate just as well by SMS.

As you build more campaigns and workflows, you’ll quickly learn what drives results for each client. With Salesmsg, you get detailed analytics that show exactly how your messages are performing, including:

• Delivery, response, open, and click-through rates
• Revenue generated from texts
• Inbound vs. outbound message volume
• Delivery errors and spam rate
• Opt-outs over time

And if you use HubSpot, you can turn Salesmsg texting data into custom reports—perfect for sharing performance insights with your clients and backing your strategy with clear, measurable ROI.

Pro Tip: Let your early SMS wins guide your next steps. Build on what’s already converting instead of guessing what might work.

How to integrate SMS into your HubSpot workflows? 

Here are some of the most common SMS campaign types agencies use:

• SMS broadcast messages to a client’s full list—or targeted segments
• Follow-up texts to leads who haven’t converted
• VIP offers, upsells, and early access to drive more revenue
• Flash promos tied to holidays or time-sensitive launches

Beyond manual sends, you can use Salesmsg inside HubSpot workflows to fully automate text outreach. This helps you scale client communication without adding manual effort.

Here are a few client-ready SMS workflows to consider:

• Add a text to underperforming HubSpot workflows to boost conversions
• Insert a welcome text to greet and engage new leads
• Re-engage cold leads with a simple check-in message
• Automate follow-up SMS messages to move leads through the pipeline
• Send appointment reminders for demos, calls, or events
• Build out SMS drip campaigns—just like email, but more immediate

Setting up SMS workflows with Salesmsg inside HubSpot is straightforward. Once you have connected your Salesmsg account to HubSpot, you can:

• Open any HubSpot workflow.
• Click the “+” button to add a new action.
• Scroll to Integrated Apps.
• Select Salesmsg SMS Texting and Calling.
• Click “Send a SMS / MMS message.”

After that, you can personalize your message with 30+ native properties, write your text and you’re ready to add it to your workflow. Now, whenever that action is triggered, your text message will get sent out automatically.

Ready to boost your agency results? 

Adding SMS to your agency’s service offering doesn’t just elevate your strategy—it helps you deliver better results with less effort.

With Salesmsg, you can enhance existing email and social campaigns, launch targeted SMS campaigns, and give your clients a direct, two-way communication channel that builds stronger relationships with their leads and customers.

Texting helps unify your client’s marketing efforts while finding new ways to:

• Increase conversions
• Onboard new customers
• Reduce no-shows
• Test and launch campaigns faster

By combining HubSpot’s marketing automation with Salesmsg’s advanced texting features, you give your clients a powerful toolkit—and a competitive edge.

Ready to start texting for your HubSpot clients? Sign up for a 14-day free trial of Salesmsg and see what we’re all about.

Frequently Asked Questions

How does SMS integrate with HubSpot?

HubSpot has built-in SMS features. But to get access to the SMS features your agency requires, you’ll want to use a third-party HubSpot SMS integration like Salesmsg. Salesmsg integrates with HubSpot in just a couple of clicks and makes it incredibly easy to start text conversations with your HubSpot contacts. 

What industries benefit the most from SMS in HubSpot? 

No matter what industry your clients are in, they can benefit from using an SMS service. We have clients using Salesmsg SMS successfully across nearly every industry imaginable from real estate, to coaching and online programs, eCommerce, finance, fitness, and much more. If your client is currently using HubSpot for other aspects of their marketing, then using Salesmsg to start texting is as simple as a couple of clicks.

How do I measure the success of SMS campaigns?

Both HubSpot and Salesmsg have built-in analytics tools that give you data to help you determine the success of your campaigns. Within Salesmsg you can easily see and track open rates, click through rates, response time, conversions, number of replies, and much more. Your success metrics will differ depending on the type of campaign you’re running, but Salesmsg gives you real-time data for every message you send and SMS campaign you run.

How do I add clients to my agency account of Salesmsg?

To add a client to your Salesmsg agency account, log in, create a new organization, and enter your client’s admin email. You can start from scratch or clone your agency settings, then select a standard plan, custom plan, or 14-day trial. Once the client accepts the invite, you can manage their settings, integrations, and messaging directly from your agency portal—including full visibility into billing, credits, 10DLC status, and more. View the full set-up guide here.