Overview
One of the main benefits of the HubSpot CRM platform is that allows you to automate marketing emails to customers. When Stigg is integrated with HubSpot, data from Stigg can be used to trigger these automations. A common use-case is to notify customers before their trial subscription expires, upon trial expiration and shortly afterwards. Such emails can help remind customers about the value that they received from the product, and increase conversion to paid subscriptions.Prerequisites
- You’ve defined a marketing email subscription type in HubSpot
- You’ve defined a CAN-SPAM Act of 2003 email footer in HubSpot
- You’ve defined an email template in HubSpot
- Stigg is integrated with HubSpot
Setting up the email automation workflow in HubSpot
Create a new workflow
In HubSpot, click on the Workflows item in the top navigation bar.


Set up the workflow triggers
Add a deal enrollment trigger
The deal enrollment trigger will determine how deals enter the new workflow.



Add a delay action
Click on the ”+” icon in the workflow canvas.

Add an external email action
Click on the ”+” icon in the workflow canvas. In the search box, enter “email”. Select “Send email” under “External communication”. Select the contact association label - by default: “All contacts”. Select the email template that you’ve published in advance. Click “Save”.Repeat the addition of the delay and external email actions
Continue adding delay and external email actions until you’ve defined automated emails before, on and after customers trial subscription expires.You can apply additional filters based on data from Stigg, for example: not send the trial expiration reminder when the customer already has a paid subscription