Hubspot Integration Setup Guide

In this integration you will be able to:

  • Create workflows that will automatically trigger Sendoso eGifts and physical gifts.
  • Track your sends through Sendoso Analytics and see when packages have been delivered for follow-up.

Looking for HubSpot CRM Setup Guide? Go here! 

 

  • Click on Create New Touch under Touches tab

    Create_touch.png


  • Click on desired Touch from the Touch Type List. Here we are creating a Bundle Type Touch.


    Screen_Shot_2019-04-19_at_11.25.12_AM.png


 

  • Select your Touch to be Triggered Sending Based on Integration and Click Next Step.  
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  • Click on HubSpot Integration Button and Click Next

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  • Click on 'Here' to Sync HubSpot. 
  • Select your HubSpot application to sync with the Touch.

    Screen_Shot_2019-04-19_at_12.36.57_PM.png



  • Click on Copy URL and Use it for Webhook Callback on HubSpot Workflows. Click Next to proceed further.
  • Click on Revoke HubSpot to revoke the Synced Account or to add another HubSpot Account.

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  • Now Map Address Fields to HubSpot Contact Property Attributes. We have gone ahead and pre-populated each field but if you'd like to change the field, click the drop down and select a different field. Every field is mandatory to select.
  • Click Next to proceed further.

    Screen_Shot_2019-04-19_at_12.41.38_PM.png


  • Select Template and Sender Detail. Here is where you choose who you'd like to receive the package status updates. 
  • If Bundle has Multi Style Products select one.
  • Click Next to proceed further.

    Screen_Shot_2019-04-19_at_12.44.04_PM.png

     

 

  • If you're sending a bundle with a printed or handwritten message then you can customize the message and insert custom HubSpot field variables:

     

     Screen_Shot_2019-04-24_at_4.51.18_PM.png

  • Want to sync with Salesforce Campaign? You can set this up by selecting a campaign and mapping status fields. 
  • Click Next to finalize your Touch.

    Screen_Shot_2019-04-19_at_12.45.31_PM.png


  • You Touch is now Setup successfully. Click Finish.


    Screen_Shot_2019-04-19_at_12.46.44_PM.png

     

Now it's time to setup the Webhook in HubSpot! 

  • Login to your HubSpot Account.
     Screen_Shot_2019-04-19_at_12.51.46_PM.png

 

  • You will see Dashboard of HubSpot, now click on Automation Tab  and select Workflows to create workflow.

Screen_Shot_2019-04-19_at_12.53.24_PM.png

 

  • Click on Create Workflow button to start.

Screen_Shot_2019-04-19_at_12.54.33_PM.png

 

  • Rename the Workflow Select the Contact Based type then click on Create Workflow.  

Screen_Shot_2019-04-19_at_12.55.32_PM.png

 

  • Setup the Trigger and add Action against trigger to activate Workflows.
  • First Click on Set Enrollment Triggers to set trigger.
  • Then select the trigger type Automatically then select the Contact Property as Trigger criteria.

Screen_Shot_2019-04-19_at_12.56.42_PM.png

 

  • Select specific Property and fill out the condition based criteria and mark it Done. 
  • Trigger setup is now complete 

Screen_Shot_2019-04-19_at_12.56.42_PM.png

 

  • Next click on the Add icon to add Action, and the side bar will appear. Search Webhook in the search bar and select Trigger Webhook.  

Screen_Shot_2019-04-19_at_1.02.15_PM.png 

  • Enter the Webhook URL you copied from your touch setup in Sendoso. Then click on Use Request Signature, it's mandatory for authentication.
  • Add in Sendoso's App ID. Copy 188392 and paste into App ID field. 
  • Click Save
  • Action creation is completed and now it is time to activate this Workflow.
    Screen_Shot_2019-04-19_at_1.05.22_PM.png

 

  • Currently Workflow is off, for activating we have to click on Review button and then turn it on.

Screen_Shot_2019-04-19_at_1.13.20_PM.png

 

  • Workflow setup is complete and webhook is now ready to be triggered! 

HubSpot Activities 

If you don't have access to Webhooks, you can also use our direct HubSpot activity Integration by following the following Steps from within the Workflows.

 

1. Click on the plus to add a new activity

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2. Scroll down on your Sendoso Sync'd account and click on the Sendoso Activity

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3. Choose the type of inventory you'd like to send - eGifts will require an email, and Physical gifts will require appropriate address information, so please make sure you map the fields appropriately in the next selection!

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Helpful Note: The Touch Key will be the same digits as those show when you're setting up your touch:

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4. Celebrate!  Your new Sendoso Activity is complete!

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Automate Workflows Off of Sendoso Activities

We have created custom Sendoso activity which allows you to trigger workflows off of Sendoso events, Touch IDs, Touch Names etc.

To use this please:

1. Ensure you have timeline-write access from admin

2. After getting permissions, if you already have synced Sendoso and HubSpot, please re-sync to ensure this feature is synced properly.

HubSpot_Workflow_Automation.gif

 

In addition, we have created a custom Sendoso activity section under Activities.

Sendoso_section.png

Statuses will now appear like this in a Contact's Activity Feed

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