Create Automatic Email Updates Based on Sendoso Status

  • Updated

To send automated emails to Contacts in HubSpot based on delivery status, you can use a workflow. Instructions:

Start by going to HubSpot > Workflows > Create workflow > From scratch > Contact-based and choose Blank workflow.

From the workflow, add a trigger, and choose to trigger the workflow When filter criteria are met.

When you get to the filter, begin typing "Sendoso" into the search bar. You will see "Sendoso" as a category under Integrations.

Select it, and then select "Sendoso: Gift Event Sync Status Properties".

Screen Shot 2023-10-19 at 12.06.07 PM.png

You can now filter by Sent Status and then trigger email actions.

Screen Shot 2023-10-19 at 12.07.05 PM.png

Now you will be able to create a workflow (with multiple branches if needed) that automatically emails Contacts based on their Sendoso delivery status. See the example below.

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