Learn how to quickly and easily connect an AutLay campaign with a HubSpot workflow.
At a glance:
- Connect HubSpot as a data source and embed the AutLay app in HubSpot
- Set up a trigger campaign in AutLay
- Build a workflow (automation) in HubSpot
- Connect the AutLay campaign with the workflow
- Checkout the campaign
1. Connect HubSpot as a data source and embed the AutLay app in HubSpot
To link HubSpot and AutLay, follow the instructions provided in the linked guide.
2. Set up a trigger campaign in AutLay
Start by creating a trigger campaign in the AutLay solution. HubSpot is selected as the data source.
3. Build a workflow (automation) in HubSpot
Next, define the conditions for sending out the print materials by creating a workflow in HubSpot.
4. Connect the AutLay campaign with the workflow
Once the AutLay element is embedded in the workflow, return to the layout editor of the campaign to retrieve the sendout ID from the URL.
Copy the character combination in the URL following /sendout/ from the campaign editor and paste it into the AutLay element in the HubSpot workflow.
5. Checkout the campaign
After activating the workflow, return to AutLay and proceed to the checkout.