1.Detect updated deal stage
Integrate HubSpot and CRM workflow tools to detect deal stage updates and kick off the postcard process.
Send postcard when deal enters sequence stage for area
Automatically detect deals updated into your configured sequence stage across HubSpot. Send postcard campaigns when deal stage updates match your market and a contact has a postal addressβso you can re-engage local prospects without manual mailing coordination.
How this automation sends postcards to re-engage locally
When a deal stage changes, delays can cause missed re-engagement windows. This automation finds matching contacts and postal addresses, loops per contact, and sends postcards through Lobβso your team can re-engage local prospects faster.
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2.Map market and contact IDs
Integrate HubSpot and association lookup tools to find associated contact IDs and retrieve the deal market to route correctly.
3.Gate by market match and address
Integrate Filter by Zapier and address validation tools to continue only when market matches and a postal address is present.
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4.Loop contacts for individual sends
Integrate Looping by Zapier and mail-merge logic to iterate each associated contact so sends run per contact.
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5.Pull contact details and postal address
Integrate HubSpot and contact fields tools to fetch contact details and map name and postal address for the mailer.
6.Send postcard with templates
Integrate Lob and direct mail template tools to send postcards using mapped fields and your configured template details.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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