Guide to setting up the HeyGen HubSpot app

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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Note:

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

• HeyGen account: Creator plan or above (API plan may also be required).
• HubSpot account: Must include access to Workflows (Marketing Hub Professional Plan or above recommended).

After installing the app and connecting your HeyGen account, follow the steps below to configure your workflow.

Granting Permissions

During installation, ensure that you grant the HeyGen integration the following permissions:

• Manage and view your CRM data
• Access workflows
• Access content
• View basic HubSpot account 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

The app creates two custom properties in HubSpot:

• HeyGen Video Share Page URL - Contains the public video URL
• HeyGen Video GIF URL - Contains a preview GIF for embedding in emails

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

Active List

An active list is created along with the integration, containing all marketing contacts by default. Any contact in this list will have a personalized video generated.

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.

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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.

By default, the Workflow created upon installing the HeyGen App, titled Generate HeyGen Video for a contact, will be turned Off. You will need to click on the Workflow and edit it in order to turn the workflow on and make it active.

Step 1: Enrollment

This is the initial enrollment trigger, it enrolls every contact in the active list to this 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 created with the integration and requires configuration before the Workflow can be used.

Step 3: Failure Catching

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

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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.

1. Open the action panel.

2. Enter your HeyGen API Token (found in your HeyGen account settings on the HeyGen API tab). You can 'copy' your API Token and place it in the respective field in the Workflow.

3. Once you have populated the field properly with your API Token, your HeyGen templates will be accessible.
4. Select a HeyGen template. If the template has variables, map them to HubSpot contact properties:

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Note:

HeyGen 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: Create Templates.

5. You will see the list of variables in the following fields:

6. For each template variable, select the corresponding value from the contact object. This allows you to populate the template with data from the contact record dynamically.

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.

Publishing and Running the Workflow

1. Publish the workflow
2. Publish the marketing email
3. Start adding contacts to the active list

Each new contact will automatically trigger personalized video generation and email delivery.

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Note:

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, refer to a paid HeyGen API Plan!