This article gives you an insight into how you can trigger emails in Mailmodo via HubSpot.


Prerequisites:

Hubspot is available with the following plans in Mailmodo:


Silver 

Gold

Platinum

Custom

❌

✅

✅ 

✅ 

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.


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-existing 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 'Trigger' under 'Campaigns' from the vertical menu on the left. Next, click on 'Create Trigger 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. Click on 'Show setup steps' to configure your scenario and trigger your campaign.

Step 11: Click on 'Copy URL' to continue with the configuration.

To access this page in future, go to trigger under campaigns 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 can read more about using Webhooks with HubSpot workflows here. 


You have successfully created a trigger campaign!