Automated Discount Codes

Hi - we are looking for a way to automate discount codes that are timed to expire based on the end of a trial. For example, the trial lasts for 24 hours. The person would then receive a discount code that could only be used for seven days. Looking for a way to do this through workflows/automation.

Thanks!

Hi @smiddy06 ,

Yes, you can absolutely automate time-sensitive discount codes in HubSpot; you just need the right setup using workflows and a third-party app.

How to Do It:

1. Use a coupon code app that integrates with HubSpot

Apps like Automated Coupons by MakeWebBetter or Coupon Carrier can:

  • Generate unique codes automatically
  • Set expiration (like 7 days)
  • Trigger code delivery via HubSpot workflows

Check HubSpot App Marketplace: Coupons Apps

2. Workflow Setup Example:

  • Trigger: Trial ends (e.g., 24 hours after sign-up)
  • Action: Generate a unique discount code with a 7-day expiry
  • Action: Send it via a workflow email

Codes can be stored in a custom property for tracking or email personalization.

3. Alternative: Connect with Shopify, WooCommerce, or Voucherify

You can also use platforms like Shopify or Voucherify + HubSpot via Zapier or Make to:

  • Trigger discount generation when a trial ends
  • Pass the code into HubSpot
  • Send it via email using a workflow

You can also check this community thread -https://community.hubspot.com/t5/Email-Marketing-Tool/is-there-any-way-to-create-an-automated-discount-codes-on-e-mail/m-p/519367

You can handle this with automation by setting up a workflow that triggers at the end of the trial period, then generates and emails a time-bound discount code. Many platforms allow you to define code validity windows (e.g., 7 days). If you’re already using Payment Links, you can pair them with discount codes so that customers receive a unique link with the code applied automatically. That way, you control both the timing (when it’s sent) and the expiration (via the code settings), without manual work.

Hi @Dconn
Thank you for contributing to our community! We appreciate your post, but adding a bit more detail would make it even more helpful to others.
It would be great to see step-by-step instructions on implementing this solution.

Best, Victor