HubSpot SMS Payment Reminders That Get Invoices Paid

Message IQ texts customers before and after an invoice is due, straight from HubSpot, with the amount, due date and pay link filled in. Customers pay from their phone instead of finding the email three weeks later.

98% open rate vs ~20% for email
90% read in 3 min
Amount and pay link in every text
Plans from $49/mo, cancel anytime
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HubSpot SMS Payment Reminders That Get Invoices Paid

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Companies Texting Smarter With Message IQ

Stat cards

Why finance teams text payment reminders

%

SMS open rate, vs ~20% for email

%

of SMS messages are read within 3 minutes

From reminder to payment page with IQ Link Tracking

Starting price per month

HubSpot SMS Payment

What are HubSpot SMS payment reminders?

HubSpot SMS payment reminders are texts sent automatically before and after an invoice due date. A due date or payment status property on a HubSpot deal, company or contact triggers them. Each text states the amount, the date and a link to pay.

Most collections run on email, and overdue invoices usually mean the email went unread, not that the customer refused to pay. Finance chases by phone, sales gets dragged in, and cash sits in receivables for weeks.

Message IQ adds a text to the payment workflows you already run in HubSpot. The customer sees the reminder within minutes and taps the link. Any reply lands on the record for your team to handle.

How payment reminder texts work in HubSpot

An invoice is issued.

The due date, amount and pay link are stored on the deal or company record.

A date-based workflow enrolls it.

Delays run relative to the due date, during business hours.

Message IQ sends the reminder.

Amount, due date and pay link fill the text from the triggering record.

A branch checks payment status.

Paid records exit; unpaid ones get the next reminder.

HubSpot records everything.

Replies log to the contact, and delivered, failed and received messages create native HubSpot events.

Payment texts teams send from HubSpot

1

Invoice sent.

Text the amount, due date and pay link the day the invoice goes out. Customers who prefer their phone can pay immediately.

2

Due-soon reminder.

Three days before the due date, send a short reminder. Most late payments are simply forgotten ones.

3

Due today.

A same-day text with the pay link catches customers before the invoice tips into overdue.

4

Overdue follow-up.

Branch on payment status and text unpaid accounts at 3 and 10 days past due. After that, create a HubSpot task for the account owner.

5

Payment received.

Confirm the payment and thank the customer. It closes the loop and cuts "did you get it?" emails.

6

Questions by reply.

Disputes and "can I pay next week?" replies land on the record, so finance answers in HubSpot instead of chasing by phone. For subscriptions, see renewal reminders.

300+ SMS Templates for HubSpot Workflows Inside Your CRM

A payment reminder sequence to copy

Timing	Copy-paste template
Invoice sent	Hi {{contact.firstname}}, your invoice for {{invoice_amount}} from {{company}} is due {{due_date}}. Pay securely: {{pay_link}}
3 days before due	Reminder: {{invoice_amount}} is due {{due_date}}. Pay in one tap: {{pay_link}}
Due today	Hi {{contact.firstname}}, your {{invoice_amount}} payment is due today. Pay here: {{pay_link}}. Questions? Just reply.
3 days overdue	Your invoice for {{invoice_amount}} is now past due. Pay here: {{pay_link}}, or reply if you need to talk options.
10 days overdue	{{contact.firstname}}, we still show {{invoice_amount}} outstanding. Reply here or call {{owner.phone}} and we'll sort it out.
Paid	Thanks, {{contact.firstname}}! We received your payment of {{invoice_amount}}.

✦ ✦ ✦ ✦

✦ New Feature

SMS now lives inside HubSpot’s shared inbox, not a separate tool

Message IQ 3.0 puts text messaging alongside email and chat, triggers from any HubSpot object, and reports natively inside HubSpot’s own tools. Watch the two-minute walkthrough to see it live.

Message IQ 3.0, official announcement

Shared inbox and help desk

Text messages show up alongside email and chat, so support and service teams carry every conversation from one place.

Trigger from any object

Build a workflow off a company, deal, or ticket and send a personal text to every connected contact.

Reporting built into HubSpot

Delivered, failed, and received messages generate native HubSpot events for reports at the message or segment level.

Built-in compliance

Every outgoing message is scanned for reply-stop language, with required text added automatically when it’s missing.

New permissions required. The shared inbox connection needs your HubSpot account reconnected. Log into your Smart Ramp account and select Settings then Integrations to enable it.

See how it works → Watch the video

Why We Built Message IQ: SMS That Lives in Your HubSpot Record

Email opens sit at 20–30%. Texts get read. Message IQ brings SMS into HubSpot, built to handle the compliance rules email never had to.

Carrier compliance checks built in, so campaigns don’t get suspended or blocked
Delivers, bounces, unsubscribes, and line type sync straight to the contact record

Schedule a Demo

Want a personalized tour? Call or text (866) 293-4873

Watch How Native SMS and MMS Works in HubSpot

Message IQ Setup Guide: Send SMS & MMS Directly From HubSpot

How to Send Bulk SMS From HubSpot Using Message IQ

How to send SMS from HubSpot using Message IQ

Message IQ - Sending SMS from Smart Ramp

Build a Native HubSpot Report for Failed SMS Messages

Case Studies

Real Businesses. Real SMS Results.

See how businesses use Message IQ and HubSpot SMS automation to improve customer communication, reduce missed opportunities, and create measurable business results.

View All Case Studies

How a National Pet Containment Company Used HubSpot SMS

How a National Pet Containment Company Used HubSpot SMS Automation to Shorten Sales Cycles, Reduce No-Shows, and Drive Service Plan Renewals For…

How an International Luxury Real Estate Brokerage Used HubSpot

How an International Luxury Real Estate Brokerage Used HubSpot SMS Automation to Engage High-Value Leads Faster and Convert More Showings into Offers…

How a Charter School Network Used HubSpot SMS Automation

How a Charter School Network Used HubSpot SMS Automation to Fill Seats, Engage Families, and Strengthen Parent Communication This high-performing charter school…

How a National Insurance Provider Used HubSpot SMS Automation

How a National Insurance Provider Used HubSpot SMS Automation to Increase Renewals, Reduce Call Volume, and Drive Open Enrollment Participation For more…

How a Maternal Health E-Commerce Brand Used HubSpot SMS Automation

How a Maternal Health E-Commerce Brand Used HubSpot SMS Automation to Recover Lost Sales and Grow Customer Lifetime Value This online maternal…

How a Leading Auto Glass Provider Cut Response Times and Reduced No-Shows with SMS Automation

A Top Auto Glass provider cut response times and no-shows with HubSpot SMS automation For nearly a decade, this mobile auto glass…

✦

See What SMS Can Do For Your Business

Explore more customer stories and discover how Message IQ fits into your CRM workflows.

Explore Case Studies →

How insurance brokers use SMS every week

Reach leads first

SMS replies land in 3 minutes. Email answers show up in 3 days. The team that replies first wins the deal.

Book more meetings

Two-way replies route to the CRM contact owner’s inbox with the full deal record attached. No copy-paste. No lost context.

Built for revenue_ 3- Personalise with CRM data

Recover stalled pipeline

Trigger SMS the moment a deal sits too long in a stage. Every reply reopens the conversation and updates the record.

Built for revenue_ 4- Automate the business

Automate the busywork

Your CRM workflows send the text. Your reps stay on the call. Renewal reminders, appointment confirmations, and no-show follow-ups all run themselves.

Personalize with CRM data

Merge any contact property, any deal field, any custom object. Every text reads like your rep typed it.

See what’s working

Reply rate, click rate, and pipeline attribution by rep, campaign, and workflow. Not vanity metrics. Real dollars tied to real sends.

Platform Features

Built for HubSpot payment workflows

Two-way SMS built natively into your CRM. Every message tracked, every reply logged, every patient served without your staff sending it manually.

Date-based workflows (Automation → Workflows)

Enroll deals or companies on the due date property and delay relative to it

Record properties

amount, due date, pay link and owner fill each text automatically.

Payment status branches

stop the sequence the moment a record is marked paid.

Native reports

compare days-to-pay for invoices with and without text reminders.

Use Message IQ directly in HubSpot

Email-only collections vs payment reminders with Message IQ

	Email-only reminders	With Message IQ texts
Typical open rate	~20%	98%
Path to pay	Find the email, open the invoice	One tap on a tracked link
Customer questions	Separate email thread	Text reply, logged in HubSpot
Stops when paid	If your workflow checks	Payment status branch in the same workflow
Follow-up for overdue	Phone calls from finance	Timed texts, then an owner task

Modern Home Services Runs on Connected Communication

Message IQ helps home services companies like this one turn dealer-dependent, manual communication into a fast, automated SMS channel that lives inside HubSpot. Whether you operate a franchise network, a dealer model, or a multi-location service business, our HubSpot SMS integration keeps customers engaged from first inquiry to long-term retention.

Your brokerage is
texting in four steps

1

Pick a plan and connect your CRM

Plans run from $49/mo (1000 messages, unlimited users) to $1,999/mo (60,000 messages, unlimited users). HubSpot, Pipedrive, and Salesforce are native; any other CRM or AMS connects through API or CSV sync.

2

Register your business line for 10DLC

Our team handles the brand and campaign application as part of onboarding. Brand registration is typically same-day. Campaign approval takes around two weeks.

3

Import your book and map your workflows

Renewals, claims, quote follow-up, payments, x-sell — pick the lifecycle triggers that already exist in your CRM and wire SMS into them.

4

Go live.

Renewals, claims, quote follow-up, payments, x-sell — pick the lifecycle triggers that already exist in your CRM and wire SMS into them.

Reviews from

“

Game-Changer for Communication Open Rates

Message IQ has increased engagement on the client's part, which is crucial for us as a deadline-driven business. Time is of the essence for us, and this has provided an additional layer of assistance, and I haven't had time to maximize its capability.

A.

Banking/Financial Services

“

Great platform for client engagement and retention

Message IQ allows me to proactively push notifications to clients, such as software updates, tips for optimizing Maxwell (askradar.ai), and special offers. People don't read emails, but they do read texts. And, this platform ensures opt-in, so we are verified and trusted as a sender to our clients.

Bunde, N.

Technology - Software

“

Very Robust and Easy to Use! Extremely Effective.

Message IQ has enabled us to reach out to more leads more effectively. It has allowed our sales team to scale their pipeline quickly.

Ops, D.

Consulting/Advisory

“

Simple integration & easy to use

MessageIQ has allowed us to automate text messages in our workflows with little work on the front end. The ability to track clicks, replies and deliverability has been exceptionally helpful when reporting on workflow campaigns. Great support - team is easy to get in touch with. Must have app!

Augsburger, L.

Electronics

“

4× Higher Click Rates Than Email

Message IQ has proven to be an invaluable complement to our email marketing campaigns. Our click rates are over 4× what they are with email, dramatically improving conversion with new leads.

Brett Nakfoor

CEO, Hygeia Baby

View all

Transparent pricing,
month-to-month,
every feature included

Get Pricing

BASIC

1000 messages / Unlimited user

$49/mo

PRO

2500 messages / Unlimited user

$99/mo

GROWTH

10,000 messages / Unlimited users

$399/mo

FAQ

Frequently Asked Questions
About Two-Way SMS Marketing

Can HubSpot send payment reminder texts?

Yes, with an SMS integration like Message IQ. Build a date-based workflow on your invoice due date property, add delays before and after the date, and use the Message IQ send SMS action at each step.

Can the text include the amount and a pay link?

Yes. Message IQ pulls properties from the record that triggered the workflow, so the amount, due date and pay link can appear in the text. IQ Link Tracking shortens the link and records the click.

Does Message IQ trigger from HubSpot invoices?

Message IQ sends texts from contact, deal, ticket and company workflows. Store the due date, amount and pay link as properties on the deal or company to drive payment reminders.

How do I stop reminders once a customer pays?

Add a branch that checks the payment status property before each text. Records marked paid exit the workflow, so customers never get a reminder after paying.

Do payment reminders need marketing consent?

No. Reminders about an invoice the customer owes are transactional. Keep them free of promotions, and Message IQ adds opt-out language automatically.

Which HubSpot plan do I need?

Message IQ works with any HubSpot plan. Automated payment reminders run through HubSpot workflows, so your plan needs workflow access.

How much does it cost?

Plans start at $49/month for 1,000 messages and scale to $1,999/month for 60,000, with every feature and unlimited users included. Month-to-month, cancel anytime.

Ready to unify your dealer network’s communication?

Contact Message IQ for a free consultation.

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How to time payment reminder texts

Five touches cover most invoices: on send, 3 days before due, on the due date, 3 days overdue and 10 days overdue. Stop texting after that and hand the account to a person with a HubSpot task. Use delays relative to the due date property and business-hours sending, so every invoice follows its own calendar and nothing lands at night.

Keeping payment texts compliant and polite

Invoice reminders to existing customers are transactional, but tone still matters. State the amount and date plainly, give a way to pay and a way to reply, and avoid threats or urgency language. Businesses that collect consumer debts on behalf of others must also follow debt collection rules, so check with counsel. Message IQ handles opt-out language and STOP replies across every workflow.

What a payment reminder workflow looks like end to end

Finance sends an invoice, and the deal’s due date, amount and pay link update. The customer gets a text with the pay link the same day. Three days before the due date a reminder goes out. The customer replies asking for a copy of the PO, and the reply lands in HubSpot for the account owner. On the due date the customer pays, the status flips to paid, and a thank-you text closes the loop.