Automations
Before you start
Send iMessage needs a Project Blue line linked to your HubSpot account. If you're not sure yours is, contact Project Blue support.
Which line sends the message
The Send iMessage action has one control for choosing the line: the Use Marketing Line checkbox.
If Use Marketing Line is checked, the message sends from the first line linked to your HubSpot account that can send. The contact's owner isn't used. This can include lines assigned to reps.
If it's unchecked and the contact has an owner, the message sends from that owner's line. If the owner has several lines, it uses the first of their lines.
If it's unchecked and the contact has no owner, the message sends from the first line linked to your HubSpot account.
To send from the contact owner's line, assign a Project Blue line to each HubSpot user in Settings > Line Management (the Assigned HubSpot User column). Or check Use Marketing Line to send from your account's linked line.
Contact Project Blue support to set up or change which lines are your marketing lines.
Send iMessage also works on deals. It uses the associated contact's owner and phone number.
Send media and voice memos
The Send iMessage action can send an image or a voice memo, not just text. It has two fields:
URL of Media to Send: a link to an image (jpg, png, gif or webp).
URL of Voice Memo to Send: a link to a voice memo (mp3, m4a, wav or ogg).
Things to know:
The link needs to be public.
You can send a media file or voice memo without any text.
Turn on Enable AI Voice Memo to send an AI voice memo from a line that has the AI voice add-on.
Check iMessage availability
HubSpot workflows also have a Check iMessage Availability action. It has no inputs and one output, Is iMessage Available, which is true or false. Add an if/then branch on that output to send iMessage contacts one way and everyone else another way, for example through a different SMS provider.
You don't need this action to send iMessages. If the contact isn't on iMessage, Send iMessage sends the message as SMS instead. Use Check iMessage Availability when you want to branch your workflow.
Good to know
HubSpot shows the step as successful once the message is queued.
If the same message is sent to the same number again within an hour, it's sent once.
If you've saved sending hours, messages sent outside them go out when the next window opens. See the scheduling article.