Postal HubSpot Custom Object

Created by Postal

Category	CRM, Marketing Automation,
Released On	2022-07-16
App Version	V1.0
Crossbeam Plan	Connector
Type of Setup	Instructions
Stage of Integration	Beta

Overview

Delivering Offline Experiences for Better Engagement

Building relationships and trust throughout your partner's organization is incredibly hard. Gifts and events help you create a unique way to start building with a give instead of an ask.

Trigger HubSpot workflows with Crossbeam data to send a gift email to your partners asking for an introduction, assistance, and to show gratitude for their help.

Create the reciprocity flywheel!

Key Benefits

Faster Partner Engagement - Break through the noise and add unique value to partners in your outreach. The faster you start the giving, the faster the reciprocity flywheel spins.
More Partner Relationships - Use gifts to show partners how you lead with value, and kickstart your relationships.
Automated Outreach - Don't wait to send a big list. Get specific and work individual opportunities when overlaps occur. Set triggers based on your preferences and have Postal deliver partners ready to engage.
Lower Cost Per Lead - A small gift means a lot. Partner introductions will close faster and at higher rates.

How It Works

When you use the Crossbeam data in HubSpot integration, Postal customers can trigger gift emails in HubSpot contact-based workflows.

Create your Reports in Crossbeam. Include partner contact email when possible.
- This creates the trigger activity in HubSpot that starts your workflow.
In Postal create your "send an item" HubSpot trigger
- This saves your gift email copy and gift or collection choice
Build a contact-based workflow started by new overlaps
- Add any additional steps based on your strategy when new overlaps occur
- Add a branch for when you want to send a partner rep a gift to ask for an intro
- Select your Postal trigger from the list of available actions

To optimize this integration, ensure that either:
a. your partners share their team emails connected to accounts, OR
b. you include a step to assign a specific partner contact

Instructions:

Note: This requires the Crossbeam Custom Object with a HubSpot Enterprise account; more info here

Get started by setting up the Crossbeam+HubSpot integration

If you are not a Postal customer, sign up for a trial

Postal customers integrate HubSpot in app and map contact fields

Support

Email

adam@postal.io