How does it work technically?

As soon as a status changes, I change the value directly in the relevant table in HubSpot. They can pull information from systems external to HubSpot such as ERPs: You can very easily connect standard object tables (like products for example) or HubDB to your ERP. HubSpot's API is open and allows you to easily consider a tailor-made integration . HubSpot license level required Here are the license levels you will need to use them: The data sources you can use in a programmable email depend on your HubSpot subscription: If you have a Marketing Hub Professional subscription , you can use data from standard CRM objects: contacts, companies, and products.

If you have a Marketing Hub Enterprise subscription , you can also use structured data sources: HubDB tables and custom objects. This data can be filtered based on the recipient's contact Australia Phone Number properties. How to configure them? A developer can help you build the module to integrate into your follow-up email template. Then it's very easy to publish your email from a workflow and update the basics for a non-technical profile.



You can find the technical characteristics of programmable emails here . This will require a small technical investment initially to facilitate daily management thereafter. If this article has made you want to explore a specific use case, do not hesitate to contact us . CTA-contact us Marieke Schabaille Responsible for a client portfolio at Nile. With a hybrid profile, 6 years of experience in complex sales (IT and SaaS) and 4 years of experience implementing HubSpot software, I particularly enjoy advising my clients on the alignment of marketing, sales and service teams.