Introduction
With Sendoso's HubSpot integration, you can add Sendoso to your HubSpot workflows to automate personalized gifting. In this article, we'll go through how to add Sendoso to your existing workflows, automate workflows based on Sendoso activities and how to use webhooks to automate sending.
If you synced your HubSpot instance to Sendoso prior to April 16th 2026, please consider updating to the latest HubSpot app. More information here.
Also, before adding Sendoso to any workflows, we recommend that the campaigns you intend to use in your HubSpot workflows be created before taking these steps. For information on creating campaigns, check out this article.
Contact Enrollment Workflow
This workflow will automate sending based on contact list enrollment in HubSpot. In the example below, we'll be sending a gift to anyone who fills out the Sendoso HubSpot form.
Prefer to watch a tutorial? Click here.
First, we'll configure the automation in Sendoso from the Automations page. Click + Create Automation at the top.
Select the campaign you'd like to send in the automation and click Next.
Select HubSpot and click Save & Continue. On the next page, you'll choose how long you'd the email offer to be active for after a send it triggered.
Next, draft the email and notecard (physical gift) template using fields from HubSpot.
Click Save & Activate at the top.
Now it's time to build the HubSpot workflow that will trigger this campaign. Click Create workflow -> From scratch.
Search for "form" in the Search bar and click Form Submission.
Select your form from the list and click Next at the top.
Add conditions as needed and click Next and Save and Continue until you get to the Action page. Search "Sendoso" in the search bar a the top. Choose Automations under the Sendoso app.
Under the Automation drop-down, find the name of the campaign you'd like to send in this workflow.
Map the contact fields required. Click Save at the top when done mapping.
Click Review and turn on at the top. If there are any issues with the workflow, you'll have a chance to address those during the review step!
Tutorial
Automate Workflows Off of Sendoso Activities
Automating workflows off of Sendoso Activities is a great way to remind your contact owners to complete certain follow up actions once a gift that is sent goes into a particular status. In this example, we'll go over how to remind a contact owner to follow up with a gift recipient once a gift has been marked as "Delivered" in Sendoso.
Prefer to watch a tutorial? Click here.
In your HubSpot instance, create a new workflow from scratch on the Automations page.
Next, in the search bar, type Events and click on App Events.
You'll see a Sendoso drop-down and under it, "Gift Status Event".
Click Gift Status Event to add it to your Workflow. Next, you'll click the + Add criteria and Search Subject Line. Click Subject Line.
Select "contains any of" and type "delivered"
Click the +Add criteria next to the "and". Select the Campaign ID option. You can find the Campaign ID on the Campaigns page in the second column. Copy this ID number.
Back in your workflow, choose "is equal to any of" and paste your Campaign ID number.
Click Next at the top to continue editing the workflow. You can add any other criteria you need to your workflow.
Now, we'll build the action. For this example, I'll search for "email" and select "Send internal email notification"
Select Contact owner under the "Send to existing owners" field.
Now you'll construct the email that you'd like your contact owners to receive when one of their contacts receives a gift.
Click Save at the top. to review and enable your workflow.
Click Review and turn on in the top-right corner.
Tutorial
Using Webhooks
If you'd like to use webhooks to automate a Sendoso campaign, follow the steps below.
Prefer to watch a tutorial? Click here.
To begin, we'll start in Sendoso from the Automations page.
Click + Create Automation at the top and click the box next to the campaign that you'd like to automate. Click Next.
Choose HubSpot on the next page and then click Save & Continue. Select Webhook as your Automation type. Configure how long you'd like the email offer to be active and map the HubSpot fields.
Create the email and notecard templates (if applicable.) Click Save & Continue.
On this page, copy, paste and save the Webhook URL and HubSpot App ID. You'll need this information later when we build the workflow in HubSpot.
Time to hop over to HubSpot to build the workflow from scratch.
Search for your contact list in the search bar at the top.
Select the list event to trigger the Sendoso campaign.
Add any additional criteria as needed. Click Next.
Click Next until you get to the Action page. Search Webhook at the top and click Send a Webhook.
Select POST as the method.
Now is the time to retrieve the Webhook URL from the Automations page in Sendoso.
Paste the Webhook URL, select Include request signature in header and paste the App ID.
Select Include all triggered contact properties. You can also test the action by selecting a contact in the drop-down and clicking Test.
Click Save and then click Review and turn on at the top.
Tutorial
Best Practices
- If you want to send a notification to a Slack or Teams channel when gifts are delivered from a certain campaign, use the Workflow Tool and add the Sendoso App Event Data as your enrollment criteria to trigger off Gift statuses and post in a Slack or Teams channel.
- Utilize branches in your HubSpot workflow to trigger different gifts based on different criteria.
- If you disable Address Collection when building your campaign, you will want to ensure you map the address data in the Sendoso action step. That way we will send the gift to the address in Hubspot.
- If Address Collection is turned on, Sendoso will send an email to your recipients on your behalf. By default the emails come from mail@gifts.sendoso.com but check out our Custom Domain feature to setup your own domain to send automated gifts from.
FAQs
Who will show as the Sender in Sendoso when triggered from the Workflow Extension in HubSpot?
Whichever user created the automation in Sendoso will show as the sender. Make sure that person has reviewed their ‘Send As’ user settings prior to launching an automated campaign with Sendoso & HubSpot.
Should I delete the personal address data after the gift ships?
Yes, and it’s recommended! Deleting after delivery builds recipient trust, reduces compliance risk, and prevents accidental sends to outdated addresses if the contact moves. Set up a HubSpot workflow to clear the Personal address fields once Gift Status = Delivered.
Can I add an approval step before the gift sends?
Yes. Enable Require Approval on the Sendoso campaign. The webhook or workflow will still fire from HubSpot, but the send queues for manual approval in Sendoso before shipping. Useful for testing and high-value gifts.
What if the funding source runs out of funds mid-campaign?
If Allow Senders to Add Funds is enabled on the Sendoso campaign, sends keep flowing and an invoice or card charge is generated automatically. If disabled, sends stop until the funding source is topped up. We recommend a dedicated funding source for automated campaigns to keep tracking clean.