Adding workflows helps you automate your sales process to make your team more efficient. You can set enrollment criteria to automatically enroll records and take actions on your contacts, companies, deals, quotes, and tickets. 

Requirements:

  • Hippo Video + HubSpot Integration

Here's a brief walkthrough on how to create contact lists based on video events in HubSpot,



To create a custom workflow: 

  1. Log-in to HubSpot using your existing credentials.

  2. Click on Contacts drop-down menu on the top left and select Lists

  1. All your lists will be displayed here.

  1. Click on Create List on the top right. 

  1. Choose Contact-based list on the left and further select Active list.

  2. Give your list a name and click Next.

  1. You can see a range of filters listed on the left. For each filter that is applied, the leads that satisfy the conditions specified would be grouped in the list selected.

  2. To create a list of contacts who have watched your video, scroll down the range of filters on the left.

  1. Select Hippo Video for Sales: Video Watched.

  1. Further select video name from the options displayed, and check Contains any of option.

  1. Enter the video name and click Apply Filter.

  1. You will now see the contacts who have watched your video being populated on the right.

  2. You can apply multiple conditions by clicking AND to refine your list.

  3. The list will get updated with contacts as and when someone watches your video. 


To check out other topics related to this integration, click here.