How to use Pitchlane with Hubspot

If you're currently using Hubspot to reach out to potential prospects, you can easily make your outreach more engaging by including Pitchane videos in your emails.

You can use Pitchlane videos in both Hubspot Marketing Emails and Sequences.

Marketing Emails

Import Contacts from Pitchlane into Hubspot

1. Export the CSV of your videos from Pitchlane
2. Go to Hubspot's Contacts section and click Import
3. Click through the options:

   1. Start an import

      

   2. Import file from computer

      

   3. How many files are you importing? -> One File

      

   4. How many objects are you importing? -> One Object

      

   5. Select an object you'd like to import -> Contacts

      

      Upload your CSV file of contacts from Pitchlane

      

      On the "Map" screen, find the thumbnailEmbed column

      

   6. Unless you have already created the thumbnailEmbed property on your Contacts in hubspot, click "Create new property - thumbnailEmbed"

      

   7. Click "Review Property Details"
   8. Click "Next"

   9. Select Field Type: "Rich text" & click Next

      

      
      
   10. Click "Create"
4. Finish importing contacts

Creating a Marketing Email

1. Go to Marketing -> Email

   

2. Click Create email

   

3. Select Regular

   

   
   
4. Select a template that you like

5. Click on Personalise when you want to insert your video thumbnail, and select the thumbnailEmbed property from the Contact

   

6. As a default value, you can use a single empty space " "

   

   
   
7. Send your email as normal and engage your prospects like never before!

Video Guide

Sequences

1.) Select "Contacts" and select "Import"

2.) Select Start an Import and select "Import file" from Computer

3.) Upload your Pitchlane CSV and map the fields.

4.) Locate "ThumbnailEmbed" and create and assign a new property

5.) Select "Don't import data in unmapped columns" and the select "Next"

6.) Rename your Import and create a list from the import!

7.) Select Automations then create a new sequence

8.) Select Automated Email and select "New Thread"

9.)Select your Template or Create a New One

10.) Populate the email with the content you want to send out to your customers.

11.) Implement your Pitchlane Video through selecting "Personalize" and selecting "thumbnailEmbed" under "Contact"

12.) Select save and navigate to the enrolment tab.

13.) Select your contacts from your Pitchlane CSV

14.) Select "Next" and then "enroll your contacts"

15.) Congratulations! Your contacts will now receive their Pitchlane videos!

Video Guide: