This guides provides step-by-step instructions for connecting Evergrowth to HubSpot so your generated Plays can flow into HubSpot automatically, ready to send as sequences to your prospects.
Prerequisites
In order for your plays to connect and synchronize with HubSpot, you must configure the native HubSpot CRM integration
Technical setup ⚙️
Part 1 - Set up your Plays in Evergrowth.
Setting up the Plays for the integration to sync is the first step in preparing for automating your Evergrowth ➡️ HubSpot Sequences.
For speed/testing purposes, you can create placeholders Plays for the sequence you want to implement.
Step 1) Head to Playbook > Plays
Step 2) Click Add new > Start from scratch
Step 3) Configure the Play settings like Name, Tags and Instructions
Step 4) Ensure you enable the "Use this play as Sequence play" selection
Step 5) Click ➕Add Step for each step you need to add to the sequence
Step 6) Click Create to save your Play Sequence
Once you hit create, these sequence steps will appear in your Plays list in the below format:
[Play Name] - Step 1
[Play Name] - Step 2
[Play Name] - Step 3
As mentioned above, these sequence steps can be empty placeholders for now; you can return to work on the prompts and even rename the Plays later
For now, you just need them to exist so they can be mapped this via the HubSpot Integration
A comprehensive guide on how to build Plays can be found here:
Part 2 - Create HubSpot fields for your Plays
These new plays (or any plays that you want to use in sequence on HubSpot) need a dedicated field in HubSpot to sync the content to.
We recommend using the same name for your fields in HubSpot as you used in Evergrowth.
I.e. from our previous configuration screenshot:
HubSpot sequence - Step 1
HubSpot sequence - Step 2
HubSpot sequence - Step 3
Note: These fields MUST be created as “rich text" so the Evergrowth emails transfer correctly with proper formatting being retained.
Part 3 - Map fields in Evergrowth-HubSpot integration settings
To allow data to flow from Evergrowth to HubSpot, we can now map the Plays in Evergrowth to your new HubSpot fields.
Step 1) In Evergrowth, head to Settings > Integrations > HubSpot > Contacts
Step 2) Under the Contacts section, scroll down and locate the Evergrowth fields representing your above Plays
Step 3) Populate these fields with their corresponding fields from HubSpot
Step 4) Once your fields are all populated, click SAVE at the top of the screen
Part 4 - Create a list view of Contacts inside HubSpot
For easy tracking & oversight of your sequence-eligible Contacts in HubSpot, we suggest creating a dedicated filtered view for your campaign/s.
The criteria should be all contacts inside HubSpot that have your Play Sequence fields populated.
This simplest way to do this is to select your fields as “is known”:
Don’t forget to save this list view!
Pro Tip: Additional fields can be added later on to expand the utility of this liste view.
Initially, it will be used so you have an easy way to view Contacts with sequences available, but could also help you check whether these Contacts:
Have already recently received messaging
Are currently enrolled in other sequences
Are existing customers or in a "do not contact" list
Sending out sequences 🚀
Part 1 - Create a Sequence on HubSpot
At this point, the Evergrowth Sequence steps should be available in HubSpot, you just need to include them in a new Sequence.
To do this, you can start setting up a HubSpot sequence as usual.
To include a Play from Evergrowth, generate a new template, then in the body of an email, click Personalize and select your Evergrowth Play from the Contact fields.
💡 NB: Plays will exist in HubSpot as fully generated emails.
Once included in a HubSpot email template, they will populate the whole body of the email, you do not need to surround them with hardcoded email snippets like old-school email sequences!
Part 2 - Create Play Templates in Evergrowth
It is important to make sure that, for the Plays that you are working on here (or creating for a specific sequence), you’ve performed Steps 1-3 of this guide so they can be sync’d with HubSpot.
If you followed our above advice and left the Play templates empty as placeholders, ensure you go back and complete your Play prompts before continuing!
A comprehensive guide on how to build Plays can be found here: |
Part 3 - Generating Plays in Evergrowth
There are a few methods to generate Plays for a desired contact/list of contacts.
It is important to remember that, in most cases, Plays use context found by Evergrowth Research Agents to generate personalized drafts.
Therefore at the point of generating a play, you need to either: a) Make sure that there already exists enough research context for your Contacts OR b) Combine Research Agents with Play-generation Agents in a dedicated workflow which performs both processes in coordination! |
Option A: Generating Plays as part of a Workflow
There are several advantages to creating a dedicated workflow for your Sequences.
Mainly, you can combine all the tasks needed by Evergrowth agents in one place, so they work in sync.
For example, a workflow that uses specific Research Agents on selected accounts then uses this research to generate specific Plays for selected contacts would look like this:
The part of a Workflow where specific Research Agents have been enabled:
The part of a Workflow where Sequence-Plays have been enabled at the end:
More about workflows and how to set them up, can be found here: |
Once, you have a dedicated workflow, it can be launched from these places:
1) During a CSV Upload for Accounts (NB. This needs the Contact Finder Agent to be included in your Workflow)
2) During a CSV Upload for Contacts
3) Within the Linkedin/Crunchbase Dataset Search:
4) Directly from the Contact/Account Repositories for a selected set of records:
Pro Tip: You can filter your Repository lists views, then select all the results from your filtered list before launching the Play-generation workflows |
Option B: Generating plays manually
Plays can also be generated manually for any contact inside Evergrowth from these places:
1) Within an Account record by selecting individual/multiple/all contacts:
2) With the Contacts Repository, selecting a list of contacts:
Pro Tip: As above, you can filter these repository lists views, then select all the results from your filtered list before launching the Play-generation Agents |
Part 4 - Enroll Your HubSpot Contacts into Sequence
Once you’ve generated your Evergrowth Plays, HubSpot Contacts can be selected and enrolled into a sequence, en masse.
Pro Tip: Before launching sequences like this, ensure that you’ve excluded Contacts that are already enrolled in a sequence or that have been flagged as “do not contact” |