How to Bridge Customer.io with Hubspot for Marketing
Leveraging the strengths of Customer.io and HubSpot can redefine your marketing strategies, offering you a powerhouse of tools to reach your audience more efficiently. This guide is your roadmap to creating a seamless integration between these two platforms, unlocking a hub of coordinated marketing activities. Let's embark on this journey to enhanced marketing synergy.
1
Create a New Campaign
Start by logging into your Customer.io dashboard and then go to the 'Campaigns' section. Click on the option to create a new campaign.
2
Click on Webhook Campaign Trigger
Within your new campaign, select the 'Trigger' option. From there, choose the 'Webhook' as your campaign trigger method.
3
Copy the URL and Paste It into HubSpot Webhooks
Once you've set the Webhook trigger in Customer.io, copy the Webhook URL generated. Switch to your HubSpot dashboard and paste this URL into the Webhooks section. Before doing this, make sure your HubSpot app is properly set up to receive webhooks.
4
Navigate to Workflow in Customer.io
Return to your Customer.io dashboard and navigate to the 'Workflow' section within the campaign you just created.
5
Customize Your Workflow
Here, you can add various actions, conditions, or delays to your workflow. This is where you can specify what should happen when the webhook from HubSpot is received.
6
Review and Start the Campaign
Before activating your campaign, review all the settings to ensure they're configured as desired. If everything looks good, go ahead and click the 'Start Campaign' button.
Having traversed the pathway of integrating Customer.io with HubSpot, you now hold the key to a world of coordinated marketing endeavors. This union promises to enhance user engagement and optimize marketing outcomes. It's time to employ this knowledge and witness a transformative shift in your marketing dynamics.
