HubSpot Marketing Automation 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.  
  • Screen_Shot_2019-04-19_at_12.33.25_PM.png


  • Click on HubSpot Integration Button and Click Next

    Screen_Shot_2019-04-19_at_12.36.02_PM.png


  • 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.

    Screen_Shot_2019-04-19_at_12.38.33_PM.png



  • 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! 
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