Triggers automate various Postal actions in your HubSpot Workflows. They can be set up to start a Subscription, Send An Item, or stop a Subscription.


Before You Start

Make sure that HubSpot is integrated. If you haven't done so, check out our article HubSpot Integration.

For the automation to work, you'll need one of the following: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Service Hub Professional, Enterprise Operations Hub Professional.

How to Create Triggers

  1. Start by selecting Triggers from the Automation Tab

  2. Select 'Create Trigger'

  3. Name your Trigger

  4. Select the Integration Partner > HubSpot

  5. Select the Action that you would like to Trigger (Start a Subscription, Send an Item, Stop a Subscription)

  6. Select 'Create Trigger'

  7. Follow the prompts to pick out your already approved and saved item for sending

  8. Once completed, log in to HubSpot. See below for adding Postal to your HubSpot workflows

Adding Postal to your HubSpot workflows

  1. Log in as the HubSpot User & Admin:

  2. Navigate to Automation

  3. Click on workflows

  4. Create a workflow from scratch

  5. Select an enrollment trigger

  6. Once you have your enrollment trigger, add a step by pressing "+"

  7. On the right-hand side, select Postal - Find the approved item you wish to send

HubSpot triggers can only work on contact-based enrollment workflows. Our triggers do not work off of Deal-based workflows or any other enrollment criteria workflows.

NOTE: Triggers pull from the Contact Owner’s funds/budget. Using "Send As" just changes the name and email the order is sent from.

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