HubSpot: the workspace
Include the HubSpot subscription needed for your inbox, workflows and support tools. If you plan to use Breeze Customer Agent, budget for its applicable HubSpot Credits separately.
Know what goes into your HubSpot messaging bill.
Build a useful estimate for WhatsApp and SMS: your HubSpot subscription, Octopods connections and usage, and the message-provider charges that depend on how you send.
- Connections and monthly usage
- Separate provider charges
- Account-specific estimates
The practical answer
There are three parts to the estimate.
Start with your HubSpot subscription. Add the Octopods plan for your connected accounts or numbers and expected usage. Then account for applicable SMS or WhatsApp charges. An Octopods message allowance does not make provider delivery free.
Build the full messaging budget
01
+HubSpot subscription
The plan your team needs
02
+Octopods plan
Channels, numbers and message volume
03
Provider usage
Twilio or WhatsApp charges, where applicable
Your monthly estimate
Add Customer Agent usage if you use Breeze.
Octopods: connections and usage
Your subscriptions cover connected channels, accounts or WhatsApp numbers. Included messaging volume is pooled across the account. Confirm your subscribed quantities, allowance and any additional usage charges in your account's billing terms.
Messaging: the delivery cost
For SMS, review Twilio's number and traffic charges. For WhatsApp, review the applicable message categories, recipient markets and current billing terms for your Octopods connection.
Make the right call
What to put in your estimate.
Use consistent assumptions when comparing native messaging, Octopods and other providers.
Scroll across to compare every column
| What matters to your team | SMS through Twilio | WhatsApp through Octopods |
|---|---|---|
| Connected senders | Number count and number types | Business numbers and account setup |
| Usage | Inbound and outbound SMS segments | Message categories, service windows and volume |
| Geography | Sender, destination and applicable carrier charges | Recipient markets and applicable message rates |
| Platform costs | HubSpot plan and Octopods plan or usage additions | HubSpot plan and Octopods plan or usage additions |
| Where to check | Octopods pricing and your Twilio account rates | Octopods pricing and current WhatsApp billing terms |
This is a budgeting guide. Confirm the final quote against your Octopods subscriptions and account terms, plus the applicable HubSpot and provider charges.
Estimate the traffic you'll actually send
A message count needs a little context.
Octopods tracks incoming and outgoing messages, not just conversations. Twilio separately bills SMS segments. Keep those two counts distinct when estimating a representative month's traffic.
SMS: count segments and destinations
Twilio bills SMS in segments. Message length and character encoding can change the segment count. Include incoming traffic, number rental and applicable carrier or registration fees.
WhatsApp: separate the message types
Meta's platform pricing varies by recipient market and category. Distinguish service replies from utility, authentication and marketing templates, then use the terms applicable to your Octopods setup.
Automation: include each expected send
Workflow messages count toward Octopods usage. Estimate enrolled contacts, repeat enrolments and message steps so a reminder workflow is included in the same budget as agent replies.
Your next three steps
List your connections
Count each number and channel account you want to connect. Record its team, platform and expected monthly activity.
Model a typical month
Separate support replies, proactive messages and workflow sends. Group SMS destinations and WhatsApp message categories where the rates differ.
Check a busy month too
Estimate your expected peak. Review allowances, additional usage and optional AI or implementation services before choosing the plan.
Before you connect
Make the estimate match the way you send.
Your HubSpot plan
Custom channels require Sales or Service Hub Professional or Enterprise. Help Desk requires Service Hub Professional or Enterprise. Check workflow and AI entitlements separately.
A traffic sample
Bring typical messages, monthly volumes, recipient countries and your number count. A sample is more useful than a single headline conversation total.
Current commercial terms
Start with Octopods pricing, then confirm your account's subscribed products and allowance. Use your actual provider rates and check currencies, taxes and any account-specific terms before finalizing the estimate.
A few useful answers
Your messaging cost questions, answered.
Have a setup that needs a closer look?
Talk it through with our teamNo. Instagram is part of Omnichannel and uses the same channel rates as the other included channels. Count each connected Instagram account in your channel quantity. Use the pricing page to check plans, messaging allowances and the WhatsApp rates for your platform.
Budget for your Twilio account charges separately from Octopods. These depend on the numbers you use, traffic, destinations and applicable carrier or registration fees.
Not on your Twilio bill. Longer messages and some characters produce multiple SMS segments. Octopods tracks message usage separately, so do not substitute the Twilio segment count for your Octopods allowance.
No. The message category, recipient market and applicable service window matter. Use current WhatsApp billing terms for your connection, rather than one universal message rate.
Yes. Successful sends through the Octopods HubSpot workflow actions are recorded in the channel's message usage. Include them alongside incoming messages and agent replies when estimating your account's total.
HubSpot's AI entitlements and Credits are separate from the Octopods subscription. Include them if Breeze Customer Agent is part of your proposed setup.
Start with our pricing page. For an existing account, check your active subscriptions and billing terms. We can review your connections and traffic mix to confirm a quote, including any applicable usage additions.
Go deeper
Read the setup details
Keep exploring
Find your next answer
Make messaging part of your workflow
Price the setup your team actually needs.
Review our pricing, then bring your connection list and traffic mix. We'll help confirm the allowance and charges that apply to your account.