how to configure Hubspot Workflow Automation for ReachSuite
To get started ensure you have proper permissions or send this document to your Hubspot admin
If you are logged in and have the ability to create automations simply navigate to Automations from the left side panel and then select the Workflows option
From there, click Create workflow and then From Blank to start the workflow creation process
The workflow type that you need to select is Contact-based and then click Next in the top right corner
Now to start building the workflow click Set up trigger
The in the left panel select Wehn filter criteria is met to be able trigger off of the ReachSuite integration
In the search bar type “ReachSuite” then select ReachSuite under the Integration filters heading
The select ReachSuite: ReachSuite Event properties
Select Occurred as the event property
Then change it from “is equal “ to to “is known” using the drop down then click Save in the top left corner of the left panel
Then click the “+” icon to set up the next step on the workflow
Then select the Send internal email notification option in the left panel
Then from here you can either send the email to a particular person or team. In the example below it is being sent to Adam Young. Then create a simple and informative subject link like ReachSuite View: <email> (using the email text contact property) and a simple email body as well using the same email text contact property and click Save
You workflow automation should look like the below example and when you are ready click Save in the top right corner
The the guided four steps to complete the automated workflow will look like the following images:
Here is an example of the email notification the team or user will receive
