Sync Reo.Dev Tags Intel to HubSpot & Automate Contextual Emails

Play: Engage Developers with Automated Contextual Outreach in HubSpot

Use the created Reo.Dev Tags synced with HubSpot to automate highly relevant email outreach based on developer activity.

Step 1: Creating an Automated Email in HubSpot

Navigate to Marketing → Email

• Click Create Email.
• Select Automated as the email type.

• Create an email template with contextual messaging.
• Use tags intel to personalize the email copy.
• Subscription Type: Ensure it is set to Marketing Information in HubSpot to be able to send emails.

• Enable this setting to exclude low-engagement contacts, improving email deliverability and focusing outreach on high-intent prospects who have shown interest based on Reo.Dev tags.

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Breaking Down the Email Strategy

A well-crafted email strategy ensures relevance and engagement. Here’s how we optimize email outreach using Reo.Dev Tags synced to HubSpot:

• Personalization: Uses first name and developer activity signals from Reo.Dev to tailor the messaging.
• Question-Oriented Approach: Starts with a problem-based question to spark engagement rather than a generic statement.
• Value-Driven Content: Provides useful resources, addressing common challenges rather than pushing a sales pitch.
• Engineer-First Outreach: Frames the conversation from a technical problem-solving perspective instead of leading with sales.
• Soft Social Proof: Subtly integrates industry credibility, such as mentioning the number of AI-first companies using similar solutions.

📌 Disclaimer: This is a sample template and should be customized based on your product, messaging, and engagement strategy. Marketing messaging evolves through experimentation.

Step 2: Create the HubSpot Workflow

Navigate to Automations → Workflows

• Click Create Workflow → From Scratch.
• Select Company-Based Workflow.
• Name the workflow.

Defining Enrollment Criteria

• Select Company Properties.

• Search & Select REO: Account Tags.

• Choose "contains any of" option from the select dropdown → Type your tag name and press enter to save it.

• Add another filter if you are filtering for more than 1 tag. In our case it would be REO: Account Tags → "contains any of" → NLP Models.‍
• Ensure each tag is added as a separate filter for accurate filtering.

Setting Up the Action Step

• Click “+” → Select Communications → Send Email.

• Choose the automated email template created earlier.
• Set association label to All Contacts.
• Clive Save.

Why Set Association Label to All Contacts?

The association label determines which contacts within a company will receive the email. HubSpot allows different labels, including All Contacts, Decision-Maker, Buyer, or any custom labels your team has created.

• Recommended Approach (All Contacts): If most accounts filtered by these tags are new or cold, setting the association label to All Contacts ensures broader reach and maximizes engagement.
• Alternative Approach (Custom Labels): If your team wants more granular targeting, you can manually review and segment contacts using advanced filters in HubSpot. You can then assign specific labels like Decision-Maker or Developer to tailor email messaging for different personas.

For this workflow, we recommend using All Contacts, as our goal is to capture as many relevant touchpoints as possible.

Step 3: Configure Workflow Settings & Go Live!

Enrollment Settings

• Decide whether to enroll existing companies immediately or only new ones.
• Recommendation: If fewer existing companies match criteria, enroll immediately.

Timing & Performance Settings

• Configure workflow run times (e.g., within working hours).
• Set review notifications for threshold alerts.

Final Review & Activation

• Review workflow connections (Lists, Emails, Forms, etc.).
• Check Name, Description, Permissions.
• Click Turn on Workflow.

🔹 Best Practice: Keep default settings unless your team requires specific modifications.

Explore Our Tags Handbook for Broader Use Cases

This use case illustrates how tags can be used. To discover more tag-based strategies and additional examples, refer to the complete Tags Handbook. It includes several other versatile use cases, allowing you to create customized outreach strategies by leveraging pre-built and custom tags in Reo.Dev.

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