HubSpot

The indigitall connector integrates seamlessly with the HubSpot platform. It allows you to incorporate App Push, Web Push, SMS, and WhatsApp nodes into your customer journey workflows, expanding your omnichannel messaging capabilities.

Integration

Go to Market icon and click on App Marketplace.

On the searcher, you can looking for indigitall.

Clicking on Manage apps button, you can see what connectors you have integrated. We can also send you a link to do the integration directly. Only it is necessary to click and to choose the account to integrate as the image below shows:

You can see and manage your tools from Market / Connected apps:

Starting a workflow

Go to the left-hand menu and click on the icon with three little circles, then click on Workflow. Next, in the top menu, a button will appear to create a workflow from scratch or from a template.

Then you can create a workflow as you do as usual choosing the different options and clicking on Next button, at the top right area. You can add our connectors (Push, WhatsApp or SMS) in any step of your workflow.

Push Notifications

Click on the Push Notification cell to go to another screen where you can fill in the fields for your previously created push campaign in the console. Complete all the required information and click the Save button in the top-right corner.

Campaign ID:

The campaign ID is the identifier for the push you want to use. Previously you have created and saved it on the indigitall console. Go to Campaigns>AppPush / WebPush and copy the ID of the selected campaign to use.

• Device ID Type:

Now you can choose the type of Device ID between deviceId and externalCode. We recommend the use of externalCode for a quick and easy integration method (the integration will be more complicated if you choose deviceId).

The externalCode is the encrypted identifier that you have selected to identify each user. Go to the data synchronization page to learn more.

• Device field:

According to our selected trigger, we choose the device field that the system will take into account to send the push notifications. For example, as we have chosen the city as a trigger, we choose the field city to know what users are living in London.

• Campaign param 1...:

In this field and the following ones, enter the names of the variable fields used in your campaign. Fill in only the ones that are necessary.

Then you can click on Save button below.

WhatsApp messages

Go to the WhatsApp campaign in the console and fill in all the required fields with the correct data copied from that campaign. In the "Multimedia Type" section, select between Image, Video, or Document.

Remember that if you’ve used variables, you must use the "Param component 1" field and the following ones to ensure they display correctly.

SMS

In the SMS section, you must fill in the details related to the campaign created in the console. Make sure all the information is entered correctly, and add the variable fields in Campaign param 1 and the following fields if needed.

In the Contact Field Type section, you can choose between Phone and External Code.

Review and publish

Once your workflow is completed, you can finish it clicking, at the top right area, on the Review and publish button.

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Note

You can send Push notifications, WhatsApp messages, and SMS at any step of your workflow.

You can visit our Customer Journey area to discover the indigitall journeys using all digital channels from a single console. Don´t miss out!