This guide takes you through the simplest way to take plays generated by your Evergrowth Play agents and transfer them en-masse to HubSpot.

This will allow you to contact your prospects at scale using deep and broad research weaved into expertly crafted Plays from Evergrowth

Setting up the Plays is the first step in preparing for scalable HubSpot email sequence draft generation.

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:

These new plays (or any plays that you want to use in sequence on HubSpot) need a dedicated field in HubSpot to import 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:

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!

This part will show you how to get both systems & Draft Plays ready to start sending Plays/Sequences.

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!

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 & 2 of this guide's "Technical Setup" so they can be imported to HubSpot.

There are a few methods to generate Plays for a desired Contact/list of Contacts:

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:

Once you have created 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:

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:

Step 1) In Evergrowth, go to your Contacts Repository

Step 2) Filter your repository to the set of Contacts where you generated Plays in the previous section

Step 3) Select the Contacts from your list and click Export

Step 4) In the Export Contacts settings view, expand the >Plays row and ☑️ check those Plays you wish to export

Also ensure the >Contact Details: Email has been checked too!

Step 5) Click Start to launch the export task

Step 6) Head to the Agent Task Feed and switch to the Exports tab to monitor (and eventually download) your export!

Step 1) In HubSpot, go to CRM > Contacts

Step 2) Click Import, then Start an Import

Step 3) Choose Import File From Computer, then select Contacts and choose your Evergrowth File

If your Evergrowth Plays were named correctly, the HubSpot import process should have been able to infer the mapping for you here

Step 4) Click Finish to launch the import process

Now you’ve generated your Evergrowth Plays and imported these to your HubSpot Contacts, you can select and enrolled these into a sequence, en masse.

This is where the above saved list view comes in handy!

📖 HubSpot Sequences Integration Guide

Learn how to configure our HubSpot Integration so that it transfers the Plays from Evergrowth to HubSpot for you