Nov 5, 2019 11:12 AM - edited Nov 6, 2019 9:35 AM
Hi Hubspot hero's,
We are trying to figure out a way of pulling in data from an external source (Google Spreadsheet for example) and show it in a weekly e-mail. We want to change the 'offers' we have and show them nicely in an e-mail. Without doing any manual work in Hubspot.
We have a Zapier account, maybe this helps in thinking of solutions.
I've attached an image so you get the better picture of our idea. As you can see we want to import the different offers, show them according to which vertical someone is in (Nutra, Gambling, E-comm etc) and in the end also show a dynamic image of the affiliate manager that is connected to our specific contact.
Looking forward to your reaction hero's!
Nov 5, 2019 9:18 PM
One way that I believe we can go about implementing this is to:
1. Create custom properties i.e. offer_one, offer_two and here's the documentation: Manage your properties.
2. Using Zapier to integrate HubSpot with Google Sheets and you can learn more here: Connect your Google Sheets to HubSpot integration in 2 minutes | Zapier i.e. if there's a new spreadsheet row > create/update a contact; where you can sync in the event id into the custom properties that you have created in step 1.
3. Lastly, add the custom properties as personalization tokens in the email.
Nov 6, 2019 5:27 AM - edited Nov 6, 2019 11:06 AM
Nov 6, 2019 8:56 PM
If that's the case, I would suggest your team to explore the option of using the single-send API - Transactional Email Overview.
This is useful because you can set custom properties on the email and the property values is not set on the contact record.
However, this API would require the transactional email add-on which you can learn more here: Transactional Email Software for Small Business | HubSpot.
Mar 11, 2021 7:09 PM - edited Mar 11, 2021 7:10 PM
Seems to me like we have a very similar commercial enterprise but, we consciousness on the training marketplace in Australia. We collect the records of casino, interpret it after which deliver it lower back to instructors and college leaders on a usable web page.
Mar 27, 2021 4:18 PM - edited Mar 27, 2021 4:19 PM
I am having nearly 19 years of core cyber security experience , I was going thru Secure-X Orchestration workflows as you can see, located little complicated as programing workflow is quite new to me