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.
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You'll also now see under the activity section of the contact you sent to a record of the send.
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