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

To create a workflow: 

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

  2. Click on the Automations tab from the top menu and select Workflows.

  1. Click on the Create workflow from the top right.

  1. Select the Workflow Type as Contact-based from the left panel.

  2. Choose whether you want to start your workflow from scratch (to begin with a blank workflow) or from a template (to start with a default set of enrollment triggers and actions).

  3. Name your workflow by clicking on the Pen icon at the top and then click Next. 

  1. Select the Workflow Type as Contact-based from the left panel.

  2. Choose whether you want to start your workflow from scratch (to begin with a blank workflow) or from a template (to start with a default set of enrollment triggers and actions).

  3. Name your workflow by clicking on the Pen icon at the top and then click Next.


To set up enrollment criteria:

  1. Click on Set up triggers

  1. Pick any trigger from the options listed. You can add multiple enrollment triggers based on your use-case.

  2. Scroll down the range of filters on the right. 

  3. Here is an example, Hippo Video for Sales: Video Watched has been selected as the enrollment trigger.

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

  2. Enter the video name and click Apply Filter. Now, the criteria is set.

  3. In a similar way, you can create multiple criteria by clicking AND or OR.


To test the workflow:

  1. Click Test Criteria at the top right.

  1. Select the contact from the list displayed below and click Test Contact.

  1. You’ll see a green tick mark if the chosen contact meets the condition and will be enrolled in your workflow.

  2. Once you’ve set all your trigger criteria, click Save.


To add workflow actions:

  1. Click the Plus icon and choose an action.

  1. As an example,  Send Email has been selected

  2. Once you are done, click Save.


To set up the contact inside Hippo Video: 

  1. Click the Plus icon and select Hippo Video - Add Contact.

  2. Select a contact and click on Save

  1. Once you’re done, click Save.

  1. Now you are all set.

  2. After setting up your workflow, click on Review and Publish at the top right. 

  3. Finally, click Turn On to bring your workflow to life.


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