Overview

Use a Reachdesk automated campaign with HubSpot workflows to send gifts to multiple contacts automatically. This setup supports one-to-many sends from HubSpot.

Before you start

In Reachdesk, create an automated campaign:

1. Navigate to Automated Campaigns > New Automated Campaign

2. Select the connector HubSpot

Steps

Create the Reachdesk webhook

1. In the automated campaign setup, select HubSpot as the connector.

2. Reachdesk will generate a POST webhook URL — copy this to your clipboard.

Ensure your HubSpot contact properties (Email, First Name, Last Name, and Address for physical items) are included in your HubSpot workflow payload so Reachdesk can map the recipient details correctly

Create the HubSpot workflow

1. In HubSpot, go to Automation > Workflows > Create workflow

2. Create a contact-based workflow because Reachdesk sends gifts to contacts

3. Set your enrollment trigger.

4. Save the workflow.

Add the Reachdesk webhook to the HubSpot workflow

1. In the HubSpot workflow, click Add action

2. Search for and select the Webhook action

3. Set Method to POST

4. Paste the webhook URL you copied from Reachdesk into the Webhook URL field

5. Turn on the workflow

What happens next

After the workflow runs:

• The triggered send appears in the Reachdesk Sends tab

• You can Review, Approve, or Reject the send in Reachdesk

• A record of the send appears in the contact’s activity section in HubSpot

Add API token authentication for extra security

You can add an extra layer of security to the webhook by requiring an API token. Contact support@reachdesk.com before enabling this requirement.

1. Generate an API token in Reachdesk

1. Go to Organization > Settings > API Tokens

2. Select Add New to generate a new token

2. Add the API token in HubSpot

1. In HubSpot, open the webhook action in your workflow

2. Add Authentication

3. Select API Key as the authentication type

4. Paste the Reachdesk API token into the API key field

You must add the API token to the HubSpot webhook before Reachdesk enables the token requirement. Otherwise, your existing webhooks will fail.

Frequently Asked Questions

Where can I review triggered sends? 

Triggered sends appear in the Reachdesk Sends tab, where you can Review, Approve, or Reject them

What type of HubSpot workflow should I create? 

Use a contact-based workflow because Reachdesk sends gifts to contacts.

What enrollment triggers can I use in HubSpot? 

You can use enrollment triggers such as Activity, Form submission, or List membership.

Do I need authentication on the webhook? 

Authentication is optional, but it adds extra security. To require it, please contact support@reachdesk.com. 

What happens if API token enforcement is enabled before I add the token in HubSpot? 

Your existing webhooks will fail if the API token requirement is enabled before the token is added to the HubSpot webhook.