Prerequisites

Before you begin, you’ll need:

A ClickSend account
A HubSpot account
HubSpot Operations Hub Professional or higher – View plans

Step 1: Create a Workflow Trigger

In HubSpot, go to Automation > Workflows.
Click Create workflow.
Choose Contact-based > Blank workflow, name it, then click Next.
Click Set up triggers, then define how contacts enter the workflow.
- Example: Use a filter like "Phone number does not contain 'a'" to include all valid phone numbers.
Click Apply filter, test the criteria if needed, then click Save.

Step 2: Create a Private App in HubSpot

In a new tab, go to Settings > Integrations > Private Apps.
Click Create a private app.
Set the app name and description.
Select the necessary scopes (CRM objects > Contacts – read access).
Click Create app, then copy the Access Token for later.

Step 3: Add the SMS Action in Your Workflow

Back in the workflow editor, click the + button to add an action.
Choose Custom code from the action list.
In the Secrets section:
1. Click Choose a secret > Add secret
2. Add the following secrets:
  - HPKEY – Your HubSpot Private App Token
  - CSUSERNAME – Your ClickSend username (from dashboard)
  - CSKEY – Your ClickSend API key

Step 4: Add and Customise the Code

Remove the existing code block.
Make sure HubSpot Client v3 is selected.
Copy and paste the following code:

const hubspot = require('@hubspot/api-client');
var axios = require('axios');

exports.main = async (event, callback) => {
  try {
    const username = process.env.CSUSERNAME;
    const key = process.env.CSKEY;
    const hubspotClient = new hubspot.Client({ accessToken: process.env.HPKEY });

    const result = Buffer.from(`${username}:${key}`).toString('base64');
    const contact = await hubspotClient.crm.contacts.basicApi.getById(
      event.object.objectId,
      ['phone', 'firstname', 'lastname']
    );

    const phone = contact.body.properties.phone;
    const firstName = contact.body.properties.firstname || '';
    const lastName = contact.body.properties.lastname || '';
    const message = `Hi ${firstName}, this is a test message from HubSpot.`; // Customize as needed

    const data = JSON.stringify({
      messages: [{
        body: message,
        to: phone,
        from: "", // Optional: add Sender ID
        source: "Hubspot"
      }]
    });

    const config = {
      method: 'post',
      url: 'https://rest.clicksend.com/v3/sms/send',
      headers: { 
        'Content-Type': 'application/json',
        'Authorization': `Basic ${result}`
      },
      data: data
    };

    await axios(config);
  } catch (err) {
    console.error(err);
    throw err;
  }

  callback({
    outputFields: {
      email: event.inputFields['email'],
      phone: event.inputFields['phone'],
    },
  });
};