Key takeaways
- Use a HubSpot Workflow with branches to route each contact to their assigned rep (for example, after a round-robin demo booking).
- Each branch uses the Sendspark HubSpot App step to automatically create the video for that rep.
- Follow the create-video step with the rep’s own email, which has the Sendspark dynamic video snippet embedded, so the video comes from the correct person.
Let’s say that you want to automatically send AI-personalized videos to prospects after they book a demo with your company.
But you’re using a round robin to automatically assign demos to sales reps…
How would you automatically send the right video from the right person?
How to Automatically Send Videos from Assigned Reps
- Create a Workflow in HubSpot
- Use branches to distinguish which rep should be creating the video
- Use the Sendspark HubSpot App to automatically create the video
- Follow that step with the right email from the rep (with the Sendspark dynamic video snippet embedded in that email)
Frequently asked questions
How does the right video get sent from the right rep when demos are assigned by round robin?
How does the right video get sent from the right rep when demos are assigned by round robin?
Inside the HubSpot Workflow you add branches that distinguish which rep a contact was assigned to. Each branch creates the video with the Sendspark HubSpot App and sends that rep’s own email, so the video always matches the assigned person.
What creates the video inside the workflow?
What creates the video inside the workflow?
The Sendspark HubSpot App step. You add it into the workflow so the personalized video is created automatically for each contact.
How is the video included in the email?
How is the video included in the email?
The rep’s email step has the Sendspark dynamic video snippet embedded, so the personalized video appears in the message that goes out from that rep.
Related articles
- HubSpot Sendspark App: Send Videos in Workflows
- HubSpot: Workflows + Sendspark + Sequences
- HubSpot: Send a Video When a Meeting Is Booked
- HubSpot Workflows: Video + Marketing Email Automation