Create HubSpot workflow with personalized coupon code | Scribe

    Create HubSpot workflow with personalized coupon code

    • Phil Thomas |
    • 45 steps |
    • 4 minutes
    1

    Login to Your HubSpot Account

    2

    Click "Automation"

    3

    Click "Workflows"

    4

    Click "Create workflow" and create a workflow from scratch or from a template

    5

    Add a workflow step

    6

    Add the connected app "Coupons" to your Workflow step

    7

    Click "Request a Coupon Code"

    8

    Choose the campaign you created in the Coupons app

    9

    As an example Click "Thomas Spring Flash Sale"

    10

    Click "Save"

    11

    You can now see the Request a Coupon Code step has been added to your workflow

    12

    The output of the "Request a Coupon Code" step returns a field called "Coupon Code". You can use any way you want in the next step.

    13

    NOTE: If you would like to email the coupon code directly to your contacts, you can add a step "Copy Property Value" and copying the property value to a new contact property on the enrolled contact. Reason: Emails can't use an output directly, this is a nifty workaround.

    14

    Add a step

    15

    Click CRM

    16

    Click "Copy a property value"

    17

    Click the "Select a property" field.

    18

    Click here.

    19

    Click "Action outputs"

    20

    Click "Coupon Code"