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How to Automate Personalized Video Follow-Ups with Intercom, Sendspark, and HubSpot

Tag chats in Intercom, generate personalized videos in Sendspark, and automatically send them through HubSpot emails to boost conversions.

Dan Delauretis avatar
Written by Dan Delauretis
Updated over 2 weeks ago

⭐ 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:

🛠️ 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).

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.

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.

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

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