Generating videos automatically using HubSpot workflows

Please Note: You need a HubSpot Marketing Professional, Sales Hub or Service Hub Enterprise seat for this automation. If you do not have one of these, you can still use Windsor with HubSpot using the basic integration.

Step 1: Connect your HubSpot account with Windsor

Connect your HubSpot account with Windsor by going to the "Integrations" tab in the sidebar.

Step 2: Enable HubSpot source integration

Follow the steps below in the GIF to enable the HubSpot source integration. This will allow you to select that campaign in HubSpot when using the Windsor "Create Video" action in a workflow.

Step 3: Create a HubSpot workflow

Create a HubSpot workflow and follow the GIF below to setup Windsor "Create Video" action to automatically create videos for each contact enrolled in that workflow.

Sometimes the generated video for a contact may not meet our quality standards. The "If video was skipped" value can be used to filter out such contacts in the workflow as shown in the GIF above. These contacts can be ignored or handled in a backup sequence. The choice is yours.

Check out HubSpot's Create Workflow docs if you need more help with creating the workflow.

Step 4: Enable HubSpot destination integration to create custom contact property

Follow the steps below in the GIF to enable the HubSpot destination integration and create a custom contact property for each contact. This property will contain the personalized Windsor video URL after the videos are generated. By default, the property name looks like <campaign_name>_video_url but you can customize it before clicking "Save & Enable".

Step 5: Use the personalized video URL custom contact property

Once the "Create Video" Action in Step 3 is completed, the custom contact property created in Step 4 will be populated by the personalized video URL. To use the video URLs in your marketing emails or sales sequences, simply insert the custom contact property as a personalization tag. The property will show up in the editor just like any other personalization tag.

Following screenshot shows an example of usage HubSpot workflows and sequence to send outreach emails. You can also use the video URL in other places throughout HubSpot.

If you want to add a thumbnail to your email (like above), Windsor automatically creates them for you.

Last updated