Your HubSpot CRM allows you to manage relationships with your customers easily and successfully. It allows you to maintain information on your leads and customers, it helps your business interact with these contacts quickly through email, and it helps you to simply run your business smoothly.

But what if there was a way to interact with these customers and leads in a tangible and more effective way that builds better relationships than email and phone calls alone?

There is a way, with HubSpot Direct Mail Integration.

What is HubSpot Direct Mail Integration?

HubSpot Direct Mail Integration—also known as HubSpot Integration, HubSpot Direct Mail Solution, and HubSpot Direct Mail Automation—is an automated direct mail solution that utilizes a plugin where you can send on-demand (low quantity) and event-driven (triggered) postcards as easily as sending an email right from your company’s HubSpot platform.

For example, say you have a customer who you haven’t been able to reach in a while, you could send them a postcard with just a few clicks of a button for a better chance of getting a response. You can also set up triggers as well, for example, if you have emails that automatically send to new customers, you could set up a trigger to have a postcard be sent to compliment your email.

What are The Benefits of Direct Mail Automation Within HubSpot

At a glance, the benefits of integrating direct mail into your HubSpot is guaranteed to help you interact with your customers and leads in a way that:

• Improves your customers’ experiences.
• Boosts your customer relationships.
• Avoids the increasing digital noise (direct mail is guaranteed to be seen while emails and online ads are not.)
• Increases your sales and overall ROI.
• Builds better brand recognition that is above your competitors.

Implementing a direct mail automation plugin is an innovative way to easily engage with your audience in a tangible, preferred, more memorable, and powerful way.

Direct Mail is Powerful

Direct mail, specifically postcards, has been proven to generate higher response rates than email marketing, display ads, and paid search combined.

This is because people enjoy something tangible that they can hold onto and read at their own leisure. And with online marketing efforts, there is a high probability that your viewers will never see your message, or they may simply ignore it with today’s ever-increasing digital clutter. Direct mail bypasses that digital noise and is guaranteed to be seen.

On-Demand Direct Mail

Modern print and automated direct mail capabilities make sending low quantity and on-demand direct mail pieces extremely fast and affordable.

For example, say you have implemented the HubSpot Direct Mail Integration plugin and you send a total of 10 postcards to 10 customers one day. Your 10 postcards will be printed and be ready to mail out that same day with bulk mailing postage rates in place. How can that be? Thanks to Postcard Commingling, you can send as few or as many postcards as you want.

On top of that, the HubSpot Direct Mail Integration plugin allows you to send a postcard as easily as an email, all you need to do is select the recipient you would like to reach, choose your preconfigured design, and press send.

The on-demand capability of HubSpot CRM Integration makes it super easy to send a customer a thank you card, holiday card, promotional or informational card, or even a happy birthday card. Which all shows your contacts you care about them and builds better customer relationships.

Triggered and Event-Driven Direct Mail

One of the best parts about email capabilities in marketing automation platforms like HubSpot, is the ability to send triggered emails that automatically get sent based on events. With direct mail integration, you can do this same thing with postcards in your HubSpot platform.

Implementing direct mail into your HubSpot marketing automation platform allows you to set up triggers that will automatically send a postcard to customers or leads based on events or actions or as part of your marketing campaign when:

• An automated email or specific email template is sent to a contact.
• You've sent an email but have not received a response in an X number of days.
• When a new contact signs up for your offer or have a postcard automatically send as a part of your customer onboarding process.
• There is a special event within your marketing campaign, for example, a big sale, a holiday, a new product or service, company announcement, etc.
• When a customer or lead hasn’t reached out or purchased anything in a while or you haven’t been able to get in contact with them via phone or email.

The Multi-Channel Advantage

When you reach people online and offline, you have a better chance of generating a response. When you market on one channel you're missing out on valuable exposure and better brand recognition.

HubSpot Direct Mail Integration allows you to easily send emails along with postcards, so you reach your audience in a more effective way on multiple channels.

The Multi-Drop Advantage

Reaching out to your prospects and customers 2 or 3 times is always more effective than reaching out only once. This is because it takes time to build awareness and to create a reaction. The more somebody sees something, the more it sticks in their mind.

With HubSpot Direct Mail Integration you can set up triggers that automatically send a 2nd and 3rd postcard, so you generate greater success and build better trust.

How to Get Started with HubSpot Direct Mail Integration

Getting started with HubSpot Direct Mail Integration is as easy as sending a postcard within your HubSpot once it’s set up.

Step 1: All you need to do is install the app which your printer will provide you with a link to get started. Then provide your printer with your HubSpot ID so a plugin can be installed.

Step 2: Provide your printer with your postcard artwork or reach out to their design team for assistance. Once your artwork or postcard options, have been uploaded and your plugin is installed, there will be a workflow action that will appear and will show all your postcard art versions.

For all CRM integrated direct mail the postcard art specifications are:

• The size must be 6” x 9” so that your postcards qualify for Postcard Commingling which helps you save money and assures your postcards arrive to their destinations quickly.
• Your postcard art must be submitted in PDF format.
• Your postcards will be printed in full color on both sides.
• You can place design elements anywhere in your postcard layout except for the mail panel area on the back side which should include a 4” x 2.25” space in the bottom right corner.

To make the design process easier, and to ensure your postcards are printed perfectly, you can use the PDF template below, just place the PDF in a separate layer in your design platform and then turn off or delete the layer once your design is completed.

6" x 9" Postcard

Step 3: Once everything is installed, you will have a new option in your workflow actions that will look similar to the image on your right. To configure the action simply:

1. Click on the new option, and set the fields you want to use for the mailing information including first name, last name, address, etc.
2. Select the product version which or the art or type of postcard you want to send. You can always add and remove postcard options.
3. And that’s it, press send!

Now that you have the rundown on what HubSpot Direct Mail Integration is, its benefits, and how it works, you are ready to get started. Click below to schedule a demo with our HubSpot Integration Experts today! Use a different marketing automation platform? That’s ok we have direct mail automation options for you as well! Just click here.