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How to use Send SMS in Property Transformer

The Send SMS action lets you send an SMS message to the enrolled contact directly from a HubSpot workflow. Use it for appointment reminders, order confirmations, re-engagement campaigns, or any automated SMS triggered by workflow enrollment.

This action works on Contact workflows only.

Prerequisites

Before using Send SMS in workflows, you need:

  • An active Brave Tools account with SMS credits (Standard plan or higher)
  • At least one sender configured in Brave Tools → SMS Campaigns → Settings
  • The portal connected to Brave Tools with the Property Transformer enabled

How to set it up

  1. In your HubSpot workflow, add a new action
  2. Under "Integrated Apps", find "Brave Tools"
  3. Select "Send SMS"
  4. Configure the input fields (see below)
  5. Use the output fields to branch your workflow based on send success or failure

Input fields

Sender (required)
The sender name to display on the SMS. This must exactly match a sender name configured in your Brave Tools SMS Settings (e.g. "BraveSMS" or "Acme Co"). If the sender name doesn't match, the SMS will fail.

Recipient number (required)
The phone number property to send to. Select a contact property that contains the recipient's phone number (e.g. "Phone number" or "Mobile phone number"). The number must be in international format (e.g. +46701234567). Numbers without a country code will fail.

Message (required)
The SMS message body. You can use HubSpot personalization tokens to include dynamic content such as kompis, , or any other contact property.

If unsubscribe is enabled in your Brave Tools settings, a footer with opt-out instructions will be appended automatically.

Keep messages under 160 characters for a single SMS segment. Longer messages are split into multiple segments and consume additional credits.

Skip footer
Check this option to send the SMS without the unsubscribe footer. Use this for transactional messages such as appointment confirmations, password resets, or delivery notifications. Default: unchecked (footer included).

Important: Transactional SMS without opt-out must comply with local regulations. Only use this for messages the recipient has explicitly requested.

Output fields

SMS sent
A boolean (true/false) indicating whether the SMS was sent successfully. Use this to create if/then branches in your workflow.

SMS status
A text value with the send result. Possible values:

  • "sent" — the SMS was accepted by the carrier
  • "failed: invalid number" — the phone number is missing or not in international format
  • "failed: no sender" — the sender name doesn't match any configured sender
  • "failed: insufficient credits" — the account doesn't have enough SMS credits
  • "failed: unsubscribed" — the contact has opted out of SMS
  • "failed: [error message]" — other delivery failure

Examples

Example 1: Appointment reminder
Trigger: Contact property "Next appointment" is within 24 hours
Sender: ClinicSMS
Message: "Hi kompis, reminder: your appointment is tomorrow at . Reply STOP to opt out."
Result: SMS sent to contact's phone number with personalized reminder.

Example 2: Order confirmation (transactional)
Trigger: Deal stage moved to "Closed Won"
Sender: AcmeStore
Message: "Thank you kompis! Your order # has been confirmed."
Skip footer: Checked (transactional, no opt-out needed)
Result: SMS sent without unsubscribe footer.

Example 3: Re-engagement campaign
Trigger: Contact hasn't visited website in 90 days
Sender: BraveSMS
Message: "Hi kompis, we miss you! Check out what's new: https://example.com/whats-new"
Result: SMS sent with unsubscribe footer appended.

Example 4: Workflow branching on SMS result
After the Send SMS action:

  • If SMS sent = true → Continue workflow (e.g. update "Last SMS sent" property)
  • If SMS sent = false → Send email fallback or notify team

Good to know

  • SMS credits are consumed when the message is sent, not when it's delivered. One credit per SMS segment.
  • Messages over 160 characters are split into multiple segments (each segment costs 1 credit).
  • Unicode characters (emojis, non-Latin scripts) reduce the segment limit to 70 characters.
  • Phone numbers must be in international format with country code (e.g. +46, +1, +44).
  • If the contact has unsubscribed via the Brave-managed opt-out link, the SMS will not be sent, and the output will show "failed: unsubscribed".
  • The Send SMS action respects Brave Tools rate limits to avoid carrier blocking.
  • SMS delivery is best-effort. Carrier delays or number issues may cause delivery failures after the SMS is accepted.
  • Send SMS is available on Standard and Professional plans. Trial and Free users do not have access.
  • You can monitor delivery status in Brave Tools → SMS Campaigns → Reports (Professional plan).