The HubSpot Sakari Integration, Set Up Safely

What do you need for Sakari and HubSpot?

A paid Sakari subscription, a HubSpot Super Admin or user with App Marketplace access, and a Sakari user with the same email. Workflows need HubSpot Professional or Enterprise, according to HubSpot, although Sakari's listing says Free. The inbox needs Sales or Service Hub Professional or Enterprise, and US texting needs 10DLC registration or toll-free verification.

• Numbers: local 10DLC, toll-free or short code. Sakari can't send from an existing mobile number, and alphanumeric sender IDs aren't supported in the US.
• Registration: 10DLC approval takes days, and unverified toll-free numbers are blocked, so register before launch.
• One to one: one Sakari account connects to one HubSpot account, and vice versa.

How do you connect Sakari to HubSpot, in order?

In Sakari, open Settings, Integrations, Marketplace, add HubSpot and choose your HubSpot account. Then set event notifications, the phone property Sakari reads, and whether replies from unknown numbers create contacts. Add the Sakari card to record views, decide on inbox mapping, and test texts on internal numbers before any workflow sends.

1. Register your number for 10DLC or toll-free verification.
2. Connect from Sakari's integration marketplace. Connecting syncs contacts with a phone number into Sakari.
3. Choose the phone property: by default Sakari uses Mobile Phone Number, then Phone Number.
4. Turn on timeline events and message properties, Sakari's recommended setting, so messages show in HubSpot.
5. Be careful with user sync: Sakari's documentation warns it emails an invitation to every HubSpot user.
6. Test from a record and from a workflow on internal numbers.

How does Sakari match and log messages in HubSpot?

By phone number, one per contact. Sakari reads one phone property, mobile first by default, and needs numbers in E.164 format with the country code; it adds your default country code if one is missing. Each message updates properties such as Message Received Body and Message Sent At, which are overwritten every time, and logs a timeline event.

• Duplicates: two contacts with the same number confuse logging, so merge duplicates before you start.
• Counts: the SMS sent and received quantity properties stay empty unless you fill them with a workflow.
• Reporting: because the message properties hold only the latest message, report on timeline activity or your own counters, not the properties.

How do opt-outs work between Sakari and HubSpot?

A reply of STOP, CANCEL, END, QUIT, UNSUBSCRIBE or a similar keyword on its own blocks the number in Sakari and sets an Opted Out date in HubSpot. That date doesn't stop workflows: Sakari says contacts can still be enrolled and sent texts. Exclude contacts with an Opted Out date in every texting workflow.

Editing the opt-out property by hand doesn't undo a carrier-level block. For consent, Sakari's documentation says US marketing texts need prior express written consent, and an SMS consent checkbox can't be pre-checked or required. Take legal advice on your own consent wording.

What limits and gotchas come with Sakari?

A text segment holds 160 standard characters, or 70 with emoji or other Unicode characters, and Sakari caps messages at 10 segments. Carriers set daily throughput per brand. A completed Send SMS action in HubSpot only means the request reached Sakari, not that the text was delivered, and stopping a workflow won't recall texts already requested.

• MMS works only in the US and Canada, with small image files and at least one character of text.
• Mistakes: if a workflow sends in error, Sakari's advice is to contact its support, because stopping the workflow or disconnecting won't cancel requested messages.
• Inbox: texts sent by automation don't appear in the HubSpot inbox.

HubSpot Sakari checklist