Hey!
Is it possible to build an onboarding workflow sequence in HubSpot based on events people do in your SaaS product?
For example, someone completes an onboarding checklist in your product. You store some information about them (like value and use case properties) and depending on the triggered event and the property you send a different email sequence to them.
Hi, @SebastianWilk ,
the simple answer is “yes”. The not as simple one is that you need to make sure you connect your SaaS product with Hubspot. You can use the API, or you can add the Hubspot tracking code to it or you can even see how you can feed the event data from a data warehouse you might be using.
As long as you’re able to store the values of those events within Hubspot properties, you can create sophisticated workflows.
Does this help?
Eli
Hey Eli,
thank you for your answer. Much appreciated.
Do you have any materials that I can read in order to integrate with
HubSpot?
How can I predict the pricing of utilising HubSpot for this use case?
Hi @SebastianWilk,
This would require, at a minimum, a Marketing Hub Professional subscription – the lowest HubSpot tier that includes automated marketing emails, sent after defined triggers. This is currently priced at 792€ / month: Marketing Software Pricing | HubSpot
You then have two options to define triggers. One option is via API: https://legacydocs.hubspot.com/apps/api_guidelines
The idea would be to store information about events in HubSpot contact properties. At a base level, the API is free to use.
If instead you want to go the route of events, see here How to Create Custom Events, you would be looking at the Enterprise tier, price also linked above, at 3,300€ / month.
A cheaper alternative to HubSpot Marketing Hub Professional would be the free CRM integrating with Outfunnel: HubSpot Marketplace
Best regards!