> ## Documentation Index
> Fetch the complete documentation index at: https://help.sendspark.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Video Follow-Ups: Intercom + HubSpot

> Learn how to automate Sendspark video follow-ups using agentic workflows with Intercom and HubSpot integration. Save time at scale.

To automate video follow-ups with Intercom and HubSpot, tag upgrade-ready customers in Intercom to fire a webhook, connect that webhook to Sendspark through an automation platform (Albato, Zapier, or Make) to generate a personalized video, then have HubSpot send the video by email. This scales personalized outreach to customers who show upgrade intent.

## Key takeaways

* An Intercom tag added to a conversation triggers a webhook that passes customer info (name, email, company) to your automation platform.
* The webhook connects to Sendspark to automatically generate a personalized video, matched to the tagged customer.
* HubSpot then sends the generated video link by email using an automated workflow.
* Use clear, standardized tags and test each step with a dummy customer before going live.

## ⭐ Why Use This Workflow

Customers often show intent to upgrade but never finalize the steps. With this workflow, you can:

* 🏷️ Identify upgrade-ready customers via Intercom tags.
* 🎥 Automatically generate a personalized video in Sendspark.
* ✉️ Deliver the video through HubSpot emails.

This automation saves time, scales your outreach, and increases conversion rates:

<iframe src="https://www.youtube.com/embed/CxWOxg8LSco?rel=0" allow="autoplay; fullscreen; picture-in-picture; encrypted-media" allowFullScreen />

***

## 🛠️ Step-by-Step Setup

## Step 1: 🔗 Configure a Webhook in Intercom

1. Go to **⚙️ Settings > Developers > Webhooks** in Intercom.
2. ➕ Create a new webhook that triggers **when a tag is added**.
3. Paste the **webhook URL** from your automation platform (Albato, Zapier, or Make).
4. Ensure the webhook passes customer info (🧑 Name, ✉️ Email, 🏢 Company).

<img src="https://mintcdn.com/sendspark/zcDaIV9vseTER0JR/images/12059896/8b30fbbe-image.png?fit=max&auto=format&n=zcDaIV9vseTER0JR&q=85&s=c5b05d3cbd630231d59929fda8e15edb" alt="Intercom Settings page showing Developers menu and Webhooks configuration option" width="1562" height="1388" data-path="images/12059896/8b30fbbe-image.png" />

***

## Step 2: 🏷️ Tag Customers in Intercom

1. Log in to your **Intercom dashboard**.
2. Open the conversation with a customer who shows interest in upgrading.
3. From the **tag menu**, select or create a tag (e.g., `Upgrade_Interested`).
4. ✅ Apply the tag to the conversation.

<img src="https://mintcdn.com/sendspark/zcDaIV9vseTER0JR/images/12059896/3dc1d077-image.png?fit=max&auto=format&n=zcDaIV9vseTER0JR&q=85&s=8670019694c3780080d07bd3edad3337" alt="Intercom conversation thread with tag menu open and Upgrade_Interested tag applied" width="1712" height="852" data-path="images/12059896/3dc1d077-image.png" />

***

## Step 3: 🎥 Automate Video Creation in Sendspark

1. Connect the Intercom webhook to **Sendspark** in your automation platform.
2. 🔑 Map the fields so Sendspark knows which data to personalize (e.g., customer first name).
3. 📝 Create a Sendspark video template with placeholders (like *Hi #####\{\{Name}}*).
4. ▶️ Test the setup to confirm a video generates whenever the webhook fires.

<img src="https://mintcdn.com/sendspark/zcDaIV9vseTER0JR/images/12059896/d378bd11-image.png?fit=max&auto=format&n=zcDaIV9vseTER0JR&q=85&s=8c5b1d181348a650027d389822da9e9b" alt="Sendspark template editor displaying personalized video placeholder with customer name field" width="984" height="652" data-path="images/12059896/d378bd11-image.png" />

***

## Step 4: 📧 Send the Video via HubSpot

1. Log in to your **HubSpot account**.
2. ⚡ Create an automated workflow that triggers when a new video link is generated.
3. ✍️ Insert the Snippet Code in a HubSpot email template.
4. Create a Property in HubSpot
5. Set up a "Meet Crite

***

## 📊 Example Flow in Action

1. 🧑 Customer asks about upgrading.
2. 🏷️ Agent applies the **Upgrade\_Interested** tag in Intercom.
3. 🔗 Intercom webhook fires and sends customer data.
4. 🎥 Sendspark generates a personalized video.
5. 📧 HubSpot sends an automated email with the video link.

***

## 💡 Best Practices

* Use **clear, standardized tags** so agents know exactly when to trigger the workflow.
* 🧪 **Test each step** with a dummy customer before going live.
* 🎯 Keep your video script short, focused, and upgrade-specific.
* 📈 Track HubSpot analytics to measure open rates and conversions.

***

## ✅ Conclusion

By following these steps, you can fully automate follow-up with upgrade-ready customers using **Intercom + Sendspark + HubSpot**. This process saves time, personalizes outreach, and increases conversions.

***

## 🔍 SEO Keywords (to improve search visibility)

* Intercom automation
* HubSpot workflow
* Sendspark integration
* Personalized video follow-ups
* Intercom tags
* HubSpot email automation
* Automate video emails
* Customer upgrade workflow

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What triggers the automated video in this workflow?">
    Adding a tag to a conversation in Intercom (for example, `Upgrade_Interested`) fires a webhook. That webhook passes the customer's info to your automation platform, which triggers Sendspark to generate a personalized video.
  </Accordion>

  <Accordion title="Which automation platforms can I use to connect Intercom to Sendspark?">
    You can paste the webhook URL from Albato, Zapier, or Make into Intercom's webhook settings, then connect that webhook to Sendspark inside the automation platform.
  </Accordion>

  <Accordion title="What customer data should the webhook pass?">
    Make sure the webhook passes customer info such as name, email, and company, then map those fields so Sendspark knows which data to personalize (for example, the customer's first name).
  </Accordion>

  <Accordion title="How is the video actually delivered to the customer?">
    HubSpot handles delivery. Create an automated HubSpot workflow that triggers when a new video link is generated, and insert the Sendspark snippet code into a HubSpot email template so the video goes out by email.
  </Accordion>
</AccordionGroup>

*Updated July 2026.*