HubSpot

Go to your HubSpot dashboard and click on "Automation" -> "Workflows" at the top of the menu. From there, click on "Create workflow" at the top right. Choose a template, or start from scratch.

Our Print.one Postcards app has three different steps to include in your workflow.

Send

This action should be used when you want to add 'Drip' orders.

Add Order to Batch

This action should be used when you want to add orders to a 'Batch'

Transform to Static

In some cases, you may not be able to include all fields in the action to send cards. For this, there is the "Print.one - Transform to static" action, which converts these fields so they can be used You do this by placing this action before "Print.one - Send" or "Print.one - Add to Batch."

Next, configure "Print.one - Transform to static" with the fields that are not available. For all mandatory fields, there are fields with the same name to make them easy to find. If you need additional fields, there are 10 extra fields available for this purpose.

Once you have filled these in, you can add them to your send step. To do this, you need to select the output from the previous step by using "Action outputs" on the next page.

You can then use these fields for sending cards!

Map values

First, you will have to 'map' all the values for the recipient. This requires the name, street + house number, postal code, city and country.

Furthermore, merge variables should be filled based on the selected template or batch. These values should also be mapped, based on the information from HubSpot you wish to fill into these merge variables.

Now that the action is finished, it can be tested. To do so, click on "Testing" in the workflow menu. Click on "Testing" in the menu of the action. Enter the data you want to use for testing and click "Test". If everything went well, the workflow will have been executed successfully and a card will have been sent to the specified data. The map will also show up in the Print.one dashboard.