HubSpot integration with Mailmodo allows the user to:

  • Import HubSpot contacts to Mailmodo (guide)
  • Export Mailmodo form submissions to HubSpot account (guide)
  • Trigger emails in Mailmodo using HubSpot 

Prerequisites-

1. To do the aforementioned functions, you need to first integrate HubSpot with Mailmodo. Follow steps mentioned in this guide for the same.

2. You need to have HubSpot Operations Hub Professional or Enterprise subscription to use Webhooks with HubSpot workflows.

NOTE- If you don't have the above mentioned HubSpot plans, you can connect HubSpot and Mailmodo via Zapier. Click here to learn more.

Here is the step-by-step process to send emails from Mailmodo triggered by events recorded in HubSpot.

How to create a transactional campaign in Mailmodo?

Let's demonstrate this by setting up a Welcome Email campaign in Mailmodo that will be triggered whenever a new lead is registered in your HubSpot database.

Step 1:- Go to templates from the vertical menu on the left side. Click on create new template.

Step 2:- Either select a blank template or a pre made template

Step 3:-  Use the editor to edit the template. Save and rename the template upon completion.  After saving, click on the back arrow.

Step 4:- Click on save and exit.

Step 5:- You will be redirected to the home page. Click on transactional from the vertical menu on the left. Next, click on New Transactional Campaign. 

Step 6:- Select the template you saved before. Click on next.

Step 7:- Add Subject Line, Pre-header text, From name and Reply to email. Click on next.

Step 8:- You will be redirected to trigger on events. Select HubSpot from the list of platforms. Click on next.

Step 9:- Review and test your campaign. To test, click on send test campaign->enter email ID->send test email.

Once tested and reviewed, click on enable campaign.

Step 10:- You will be redirected to Trigger Info section. Click on Copy URL button. We will use this webhook url in HubSpot.

To access this page in future, go to transactional in the vertical menu (left side)->select the campaign->trigger info

HubSpot setup

Step 1 - In your HubSpot account, navigate to Automation > Workflows.

Step 2 - Click on Create Workflow.

Step 3 - Name your workflow. Configure how would you like the workflow to start.

Step 4 - Setup trigger events.


Step 5- Click on the plus + icon to add an action. Under workflow, select Send a webhook.


Step 6 - A webhook will be added. Default method would be POST. Paste the webhook URL copied from Mailmodo's Trigger info section.  

After configuring the webhook, click on Save.

Step 7- Test your workflow. After successful testing, click on Review and Publish.

After reviewing, turn your workflow ON.

You have successfully created a trigger campaign! 

You can read more about using Webhooks with HubSpot workflows here.

You have successfully created a trigger campaign!