When a lead submits a form, they’re ready to connect right then and there. With Form2Text by Aloware, you’re making that connection happen in real time by sending an SMS instantly after form submission. It’s like giving your leads a nudge while your brand is top of mind—no waiting, just quick, automated outreach that brings immediate engagement opportunities.
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What is Form2Text and how does it work?
Form2Text instantly sends an SMS whenever a lead submits a form, whether it’s a HubSpot form or not, using the lead’s contact info to make a quick, personal connection. For most teams, following up on form submissions often involves manually checking a list throughout their day and then starting manual outreach. Form2Text skips the waiting and gives you that first touchpoint right away—so agents can jump into actual conversations rather than scrambling to catch up.
- Personalized SMS follow-ups: Form2Text allows customized SMS or MMS messages, using contact details to tailor each message for a more relevant, lead-specific connection.
- HubSpot integration: Form2Text connects directly with HubSpot workflows, so it’s easy to automate engagement where your leads and contacts already live.
Integrating Form2Text in HubSpot workflows
Once you’ve set up your Aloware and HubSpot integration, you’re ready to add Form2Text to HubSpot workflows. Here’s how it works:
- Set your trigger: Start with a form submission trigger in HubSpot—any form.
- Create the SMS/MMS step: Add Aloware’s “Send SMS” action and write a personalized message using lead data tokens to make each SMS feel direct and relevant. For example, introduce yourself and let the lead know they’re on your radar, helping them feel connected before you make a call.
- Publish and go: Once published, Form2Text handles instant outreach, sending the SMS seconds after a form is submitted.
With Form2Text, you’re not just reducing response time; you’re providing that quick, seamless handoff from form submission to SMS contact, giving you the chance to interact meaningfully with leads right from the start.
Why Form2Text increases speed to lead (and why that matters!)
A fast response time is everything when it comes to leads. Form2Text keeps your follow-up response in the “less than a minute” zone, so leads hear from you while their interest is fresh. This is especially handy for teams with limited bandwidth—Form2Text ensures every lead feels acknowledged, even when your team is at capacity or offline.
But beyond instant outreach, SMS provides unique opportunities to engage leads in creative, targeted ways. Here are some effective use cases for SMS in your workflow:
- Warm up leads before a call: An SMS allows you to introduce yourself or your company and let the lead know they’re on your radar. A quick “Hi [First Name], thanks for reaching out! We’ll be in touch shortly to help you get started with Aloware” message can set a positive, responsive tone and increase the chance they’ll pick up the phone for your follow-up call.
- Gather more information: SMS is also a great way to get insights on what the lead is looking for. A message like “Is there a specific challenge you’re hoping we can solve?” or “Let us know if there’s a feature you’re especially interested in” gives the lead a low-pressure way to respond, helping your team prepare for a better, more targeted call.
- Provide helpful resources or promotions: Not every lead is ready to talk, but they may be curious. Form2Text can be used to send quick tips, promote a free trial, or share information on special offers. This outreach can be as simple as “Here’s a quick tip to get the most out of your trial!” or “Did you know we’re offering [Promotion]? We’ll follow up soon to see if we can help!” These messages help keep your brand top of mind while creating value for the lead.
Benefits for admins and agents
For admins, setting up Form2Text in HubSpot is a one-time process that automates lead follow-up, reduces manual work, and ensures outreach happens fast. Once configured, Form2Text can take care of after-hours contact and immediate engagement, freeing up your team to focus on high-impact conversations.
For agents, with Form2Text handling initial outreach, you don’t need to worry about manual SMS follow-ups. New leads receive an instant message, helping you focus on live interactions with leads who are primed and ready to connect.
Final value: Engaging leads right when they’re ready
With Form2Text, there’s no waiting around. Leads who submit forms are contacted immediately, keeping your business top of mind and showing them you’re ready to connect whenever they are. It’s the ideal solution for fast follow-up, hitting every lead at their moment of interest and getting the conversation rolling.
