Creating "welcome email" workflow

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Wondering how to initiate an event triggered email funnel using hubspot triggered by an account creation? We want to create a "welcome email workflow campaign". Our app is already integrated with HS, and I need to initiate a funnel "welcome" campaign when new email addresses are added to our user records.

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Welcome @kristen1 ...


If your "...app is already integrated with HS..." and is triggering contact creation in HS, you can use the HubSpot Original Source and Drill-Down properties to identify which new HS contacts are from your app. Once identified, a standard smart list and welcome email workflow will suffice.

- see Understand 'Original source drill-down' properties


In the case of a custom integration, those properties MAY be populated as follows which will allow you to identify them in a smart list.

Original Source: Offline Sources
Original Source Drill-Down 1: INTEGRATION
Original Source Drill-Down 2: <unique_integration_id>

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Solution
Community Superstar

Welcome @kristen1 ...


If your "...app is already integrated with HS..." and is triggering contact creation in HS, you can use the HubSpot Original Source and Drill-Down properties to identify which new HS contacts are from your app. Once identified, a standard smart list and welcome email workflow will suffice.

- see Understand 'Original source drill-down' properties


In the case of a custom integration, those properties MAY be populated as follows which will allow you to identify them in a smart list.

Original Source: Offline Sources
Original Source Drill-Down 1: INTEGRATION
Original Source Drill-Down 2: <unique_integration_id>

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post