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"