What does the "Generate an SMS QR Code' action do?

The Generate an SMS QR Code action within the Generate Code Actions App by Integration Glue allows you to create a QR code that encodes an SMS message. This QR code, when scanned, automatically opens the user's SMS app with a pre-filled recipient and message, making it easy for users to quickly send an SMS.

This action is particularly useful when:

• You want to streamline communication by allowing users to send SMS messages directly from a QR code.
• You are promoting a contact number for marketing purposes and want to make it easy for customers to reach out via SMS.
• You are organizing events or campaigns where SMS is the primary communication method, and you want users to instantly start a conversation.

• Naming convention for the QR code file names allows you to define how the QR code file will be named
• Folder ID (where the QR code will be saved) Choose the folder in HubSpot's File Manager where the generated QR code file will be stored. This helps keep your files organized in a central location.
• File visibility of the saved QR code You can set the visibility of the saved QR code
• Property to save file URL of the QR code Specify which property (such as a custom property on a contact or deal record) should store the URL of the generated QR code. This makes it easy to reference and retrieve the URL of the QR code later.
• Associate QR code to the enrolled record as an attachment Enabling this option will attach the generated QR code to the record that was enrolled in the workflow (such as a contact or deal record). This creates a direct association for easier access later.
• Property containing recipients mobile phone number Choose the property that holds the recipient's mobile phone number
• Message body Enter the content of the SMS message that will be sent when the QR code is scanned. You can customize this message based on your use case, such as a promotional message, reminder, or contact request.

Step 1: Choose the Action

• In your HubSpot workflow, select the Generate an SMS QR Code action from the available actions list.

Step 2: Define Naming Convention for the QR Code File Names

• Description: Decide how the QR code will be named in HubSpot’s file manager.
• Action: In the "Naming convention for the QR code file names" field, enter a naming structure. For example, you can use SMS_QR_{PhoneNumber} to make each QR code file name unique and identifiable by the phone number.

Step 3: Select Folder ID for Saving the QR Code

• Description: Choose where the QR code will be stored.
• Action: In the "Folder ID" field, select a folder from HubSpot's File Manager where you want the QR code to be saved. If you don’t have a specific folder, create a new one for organizing QR codes.

Step 4: Set File Visibility

• Description: Define who can view the generated QR code.
• Action: In the "File visibility of the saved QR code" field, choose either:
  • Public: Anyone with the URL can view the QR code.
  • Private: Only users with specific access can view the QR code.

Step 5: Set Property to Save File URL of the QR Code

• Description: Store the URL of the generated QR code in a property.
• Action: In the "Property to save file URL of the QR code" field, select a property from your CRM (e.g., a custom property on contacts or deals) where the QR code URL will be stored.

Step 6: Associate QR Code to the Enrolled Record as an Attachment

• Description: Attach the generated QR code to the enrolled record for easy access.
• Action: Check the box for "Associate QR code to the enrolled record as an attachment." This ensures the QR code is automatically attached to the record that triggered the workflow.

Step 7: Choose the Property Containing Recipient’s Mobile Phone Number

• Description: Identify the property where the recipient's mobile phone number is stored.
• Action: In the "Property containing recipient’s mobile phone number" field, select the property that holds the recipient’s phone number (e.g., a Phone Number property or a custom property).

Step 8: Enter the Message Body for the SMS

• Description: Customize the content of the SMS message that will be sent when the QR code is scanned.
• Action: In the "Message body" field, enter the SMS content. You can include personalized text, such as a promotion, a contact request, or any other type of message.

Step 9: Save and Activate the Workflow

• Once all the fields are filled in, save your workflow.
• Test the workflow by enrolling a contact or deal and confirming that the QR code is generated correctly with the expected content.