Utilising Reachdesk triggered campaigns enables you to do one-to-many sends from Hubspot with setting up a workflow that will fulfill your needs. This is Marketing Automation at its best.
You can watch the video and/or follow the steps below
Within the Reachdesk platform create a triggered campaign: Triggered Campaign > Create Triggered Campaign. Then under Campaign Trigger, select Connector Hubspot.
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Select Hubspot as your connector. A POST Webhook will be created.
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Copy and paste the Webhook and go to Hubspot > Automation > Workflows > Create workflow.
The Workflow will be contact based as Reachdesk is sending gifts to contacts.
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Set enrolment trigger e.g. Activity, form fill, membership of a list & save.
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Add an Action > Search Action for Webhook. Method is Post and here is where you can paste your webhook coming from the Reachdesk platform.
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Turn on the Workflow.
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The triggered send will now appear in your RD Sends tab for you to Review, Approve or Reject.
You'll also now see under the activity section of the contact you sent to a record of the send.
Note: If you want to add an extra layer of security when using the webhook, please contact support@reachdesk.com and we can make it required to have an API token to use Reachdesk.
In order to enable this:
1. Generate an API token from Reachdesk by going to Organizations > API Tokens > Add New
2. In Hubspot, when you are setting up your webhook, you can add an Authentication, choose "API Key" as the type and add the API token from Reachdesk as the API key.
You must add the API token first before we enable the requirement, otherwise, your existing webhooks will fail.
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