HeyGen - HubSpot Documentation

The HeyGen HubSpot app, installed from the HubSpot app marketplace, allows you to automate the production and distribution of personalized videos within email campaigns.

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To use the HeyGen app for HubSpot, the following account types are required:

• 'Creator' plan tier or above on the HeyGen App
• HubSpot account that includes access to Workflows

Once you've installed the app and connected your HeyGen account, there are a few more steps before you are ready to start sending personalized videos. Follow along below!

Granting Permissions

Ensure that when you have install the HeyGen - HubSpot integration, you consent to grant the integration the following permissions:

• Manage and view your CRM Data
• Workflows
• Content
• Basic HubSpot Information

Created artifacts

When the HeyGen app is installed, your HubSpot account is customized automatically to make it easier to set up a personalized video workflow.

Custom properties

Once you have successfully installed the HeyGen app, two custom properties are automatically created in your HubSpot account:

When the integration generates a video for a contact, these two custom properties will contain the data related to the video.

HeyGen Video Share Page URL will contain the video URL
HeyGen Video GIF URL will contain the preview gif URL that can be embedded in emails.

Both properties will be used in the email that is sent.

Active list

An active list is created along with the integration. This active list has a filter: all the contacts that are marketing contacts will be part of this list automatically. As we will see, then these same contacts will have a HeyGen personalized video generated for each one of them.

Marketing Email

A marketing email is also created upon installation. This is an example email that you can use a template, base, or model to create your own personalized video campaigns.
This marketing email contains a HTML module that contains the custom properties described above.

Important This marketing email is not published when is created; you can publish it by completing the needed fields.

Workflow

The workflow is the most important element created for your HubSpot account when you complete installation of the HeyGen app. This workflow is set up to generate a video for each contact that is part of the active list described above. Subsequently, this workflow will send an email including the generated video.

Workflow step 1: Enrollment

This is the initial enrollment trigger, it says that every member that will be added to the active list described above will be enrolled in this workflow.

Workflow step 2: Video generation

This is the most important part of the workflow. Here is where the video is generated, and the custom properties are updated. This is a custom action that is created with the integration and will need to be configured before the Workflow can be used.

Workflow step 3: Failure catching

This branching step in the Workflow handles any errors if the video does not generate successfully. If it generates successfully, then the marketing email described above is sent. Otherwise, the workflow ends.

Important This workflow is created but is not published, you can publish it by completing the needed configuration actions below.

Custom Action Configuration

You need to configure the Video Generation step in the Workflow described in the previous section. This will generate the video and will integrate HubSpot data with the HeyGen platform. Click on that Action in order to bring up the configuration panel on the left.

The first field that you have to configure is the HeyGen API Token. This field will contain your API Token. You can find your API Token in your HeyGen Account on the 'API' tab. You can 'copy' your API Token and place it in the respective field in the Workflow.

Once you have populated the field properly with your API Token, you will be able to see your HeyGen templates.

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HeyGen Templates

Templates are predefined structured series of scenes that can be customized by setting elements of the scenes, such as Script, Avatar, on-screen Text, or other, as 'variables'. These variables can be replaced using data from HubSpot, which is what allows you to create 'personalized' videos at scale!

If you do not have templates yet, you can create them in your HeyGen portal here: https://app.heygen.com/templates.

Once you select a template, if the template has variables, you will see the list of variables in the following fields:

You can select the variable, and then you can select the value for that variable. The value will come from the contact object, and you can select any value from the object.

You will notice that, by default, there are five combinations of variables and values, if your template has less than those five variables you can just ignore the rest.

Now you are ready to start generating personalized videos at scale!

Please note that in addition to publishing the workflow, you will need to publish your marketing email.

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API Credits

Creating videos with the HeyGen App for HubSpot consumes API credits.

Every HeyGen account automatically receives 10 free API credits per month, which translates to roughly 20 30-second vidoes. In order to create more, please consider subscribing to a paid HeyGen API Plan!