Creating "welcome email" workflowSOLVE
Nov 20, 2019 10:17 AM
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.
Solved! Go to Solution.
Nov 20, 2019 11:10 AM
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.
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>