GTM teams can leverage Correlated’s platform to build multi-step playbooks that combine product usage Signals with downstream triggers to Hubspot. You can use existing data models that your data team has already created or connect to your reverse ETL tool if you’re using that. This means that the logic around which customers to reach out to and why can live in Correlated, while Hubspot does what it does best: marketing automation.
Once you've created a Signal, you can build an Action that automatically adds Users to Hubspot static contact lists based on what they are doing in your product. Building an Action is easy - since you've already determined the criteria a user must meet to be a member of this Signal, now you just need to tell it what to do!
Note: You can only add users to Hubspot lists, so you must ensure "Users" is selected to enter the Signal you're working in.
- In the "What to do" section, select "Add to List in Hubspot"
- Then, click the dropdown menu to find the Contact List you want users to be automatically added to upon entering the previously defined Signal
In Hubspot, this list will be populated with any contacts that match the conditions you described. Now, you can create a sequence, workflow, or campaign to trigger even more downstream automation based on product usage.
Updated 4 months ago