Dynamically pull in data into a marketing email from a source.

KevinAdvidi
Member

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. 

Schermafbeelding 2019-11-05 om 17.10.32.png

Looking forward to your reaction hero's! 

Kind regards,

Kevin

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5 Replies 5
WendyGoh
HubSpot Employee

Hi @KevinAdvidi,

 

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.

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KevinAdvidi
Member
Hi Wendy,
 
Thank you for your quick reply! Smiley Very Happy
 
This was indeed a possible solution (i thought - see update), i think we will go for this one! I already had in mind something like this, but was curious about if people had other solutions. 
 
UPDATE: The Zapier <-> HubSpot connection doesn't offer an option for importing porperty values from an external source without filling in an e-mailaddress (which is required). Since these values are not matching with an e-mailaddress it seems impossible for us to import the offers into different property fields and get them visible in the newsletter. 
 
SO I AM STILL OPEN FOR SOLUTIONS! Smiley Very Happy 
 
- Do you also have an idea about getting a dynamic image from the matching account managers in the e-mail? 
 
Thanks, Wendy! You are helping a lot. 
0 Upvotes
WendyGoh
HubSpot Employee

Hi @KevinAdvidi,

 

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.

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ADazusa
Member

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.

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ADazusa
Member

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

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