Want to add a personal touch to your automated email workflow?
Follow this guide to set up an automated personalized video workflow using Sendspark + Zapier + Hubspot.
This will help you...
Build trust & rapport with new customers
Schedule more meetings with qualified customers
Increase user activation and retention
All in a fraction of the time it would take to personally greet and onboard new users.
What You Need to Get Started
Sendspark account. (If you don't have one yet, you can start a 7-day free trial here). You'll need this to generate the personalized videos at scale.
Hubspot account with the ability to use Workflows and Marketing Emails. You'll need this to send out the video emails.
Zapier account. You'll need this to automate the workflow. (Note: if you don't use Zapier, you could set up a similar workflow using HTTP requests).
How This Works (Overview)
In the next few sections, we'll cover how to set up the automation so all of your new signups are greeted with a personalized welcome video.
This what we'll be doing:
Listening for the "Trigger" (in Zapier) — When someone becomes a "new sign up" in Hubspot, we want them to enter this automation.
Generating AI Personalized Video (in Sendspark) — We'll send the contact data from your signup in Hubspot into Sendspark to generate a dynamic video personalized for them
Sending Video Email (in Hubspot) — Once the dynamic video has been generated in Sendspark, we will automatically send a personalized video email in Hubspot.
Alight, let's dive in!
Either watch the video, or read the steps below.
Part 1: Create Video & Email Template
Before we set up the automation, we want to make sure we have all of the pieces ready to string together.
1. Sendspark Dynamic Video Campaign
You'll need a Sendspark Dynamic Video Campaign to generate personalized videos for each of your new signups.
The general idea is that you record one video with the placeholder word "watermelon" where you want your viewer's first name to go, and every video gets automatically personalized for each of your customers.
To create a dynamic video campaign...
Go to the dynamic video section of Sendspark
Click "Create Dynamic Video"
Add your new video (using the placeholder word "Watermelon" where you want your viewer's first name to go)
Toggle on "Voice Cloning"
Customize the video & landing page as you like
Test with at least one contact to make sure you love it!
2. Hubspot Video Email
The next thing you want to do is create your video email. This is what should send after dynamic videos are generated.
To create your video email in HubSpot...
Create a new marketing email in HubSpot (Automated)
Add your Sendspark video share snippet to the email when you want your AI personalized video to go
Back in Sendspark, click "Share Campaign"
Search for "HubSpot Marketing Copy"
Copy the Share snippet to your clipboard
Back in your Hubspot email, drag in an HTML block
Paste your Sendspark share snippet into the HTML block
It will show up as a broken image or just placeholder video — no worries! That's because no contact has been selected
If you preview this email as the contact you used in your test, you should see the dynamic video you generated for them.
Save & publish!
Part 2: Set Up Automation
1. Zapier Automation to Generate Video
Now, let's set up the Zapier automation that automatically generates a dynamic video as soon as a user signs up.
At Sendspark, we actually are not sending this video to every sign up (we're only sending this video to qualified signups that we want to meet with) so we have another workflow in Hubspot that evaluates if new signups are "AI Welcome Video Qualified."
If new signups are qualified, then we set a contact property "AI Welcome Video Qualified," to true.
So, in Zapier, we (1) have our automation start when this contact property changes.
Then, we have follow up steps that (2) send contact data to Sendspark, and (3) generate dynamic videos.
(1) To set up the trigger, you can really use anything... Contact property changes, contacts added to list, form submission, anything.
Just set what you'd like to use as the trigger, and continue to the next step.
(2) To add contacts to Sendspark, you'll need to use Webhooks with a Custom Request.
For the Method, use "Patch Request"
For the URL, use this format: https://public-gateway-vacant-7k8htnyy.uc.gateway.dev/v2/workspaces/[WORKSPACE ID]/dynamics/[DYNAMIC VIDEO CAMPAIGN ID]
You can find your workspace ID in your workspace settings under "Workspace Details"
You can find your dynamic video campaign ID in your dynamic video campaign URL between the last two slashes
For Data, write this out, and make sure to select the Hubspot contact fields from the dropdown options in Zapier (it doesn't work when you copy & paste it)
And, under Headers, add both your API Key and API Secret from Sendspark (if you don't have these yet, please request them from us at firstname.lastname@example.org)
Save this step
This is what that entire step should look like:
(3) Tell Sendspark to generate the dynamic videos
For this step, use Zapier Webhooks to make a POST request
Now, you'll want to add a URL that uses the structure:
Make sure the Payload is json
And under Headers, add your API key and secret again.
This is what the step should look like:
Publish this Zapier workflow. Now, when users hit this trigger, they should automatically get Sendspark Dynamic Videos generated for them!
2. Hubspot Workflow to Send Email
The one final step to this setup is to automatically send the video email after dynamic videos are generated.
You can do this in Hubspot, using the Sendspark + Hubspot App.
Make sure you have the Sendspark Hubspot App installed. You can install this from the top of the Sendspark Integrations page
Create a Workflow in Hubspot
For the "Contact Enrollment Trigger," use the Sendspark app property "Dynamic Video Generated for Contact" and using the Dynamic Video Campaign ID for the campaign you just created
And add a step to "Send Email" using the video email you just created
Part 3: Sit Back and Relax
Congratulations on setting up this workflow! You can now add a personal touch for all of your users... in an efficient, scalable way!