What is the Postal Integration
The Postal integration allows you to inform your direct mail and gifting strategy using our account data. The Postal integration operates through HubSpot and enables mutual customers to use our account data to create automated workflows in HubSpot for sending direct mail and gifts to prospects and customers.
The integration provides you with the following features and benefits:
- Improve your direct mail and gifting strategies by using account advertising & website data paired with machine learning.
- Automate adding contacts to direct mail and gifting campaigns when the account satisfies fit, intent, and engagement criteria you customize.
The AdRoll ABM platform's data available
The Postal integration operates through HubSpot, so you can use the available Account-level AdRoll data attributes that we push to your HubSpot CRM. Click here to learn what attributes are available in HubSpot.
Good to know:
- Only data aggregated at the Account level can be used to power this integration.
- Our data at the contact level is not available to power this integration.
Who can access
In order to use our data in your Postal direct mail and gifting campaigns, you must have the following:
- An active Postal subscription.
- An active HubSpot subscription: Marketing Hub Professional/Enterprise, Enterprise Sales Hub Professional/Enterprise, Service Hub Professional/Enterprise, Operations Hub Professional/Enterprise.
- A paid subscription package
| Your Package | Portal.io Integration |
|---|---|
| Account-Based Advertising | Included |
| Account-Based Marketing + Advertising | Included |
| Account-Based Marketing | Included |
| Starter (Legacy) | Included |
| Standard (Legacy) | Included |
| Professional (Legacy) | Included |
| Ultimate (Legacy) | Included |
| Free Tier | Not included |
To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.
Integration set up
Step 1. Before you start
- The Postal integration operates through HubSpot only. The integration does not currently support Salesforce at this time.
- Postal triggers do not work with HubSpot Deal-based workflows. They can be set up to start a Subscription, Send An Item, or stop a Subscription.
- AdRoll attributes available are aggregated at the Account level; contact-level data is not available.
Step 2. Connect HubSpot to the AdRoll ABM platform
Follow the instructions in this Help Center article to connect your Account to HubSpot.
Step 3. Connect HubSpot to Postal
Follow the instructions in this Postal.io Help Center article to connect your Postal account to HubSpot.
Step 4. Create a Postal trigger for your HubSpot workflow
Log in to Postal.io and create a trigger for your HubSpot workflow. By setting up this trigger in Postal, you will:
- Select the item that you will be mailing or gifting.
- Select the Postal action that you would like to trigger: start a Subscription, Send an Item, or stop a Subscription.
- Learn more about how to add Postal actions to HubSpot Workflows.
Step 5. Configure your HubSpot workflow to trigger based on changes to our company properties
The way to automate Postal actions using our account data is by creating HubSpot Workflows:
- Within HubSpot Workflows, you can trigger a Postal action (start a Subscription, send an Item, or stop a Subscription) when the AdRoll ABM platform's property meets a condition you specify.
- Our data syncs to the Company object in HubSpot, so you must use the Company properties filter type when configuring the enrollment trigger.
- From there, you can select a trigger using any combination of our data with any other data you have in HubSpot.
Use cases
- Trigger Postal sends and subscriptions when an account is added to an Account List based on ICP fit grades, Bombora Company Surge intent, AdRoll Keyword Intent, or a Journey Stage.
- Automate gift sending to key stakeholders when target accounts reach certain engagement thresholds.
- Initiate a Postal gift when an Account Spikes.
Best practices
For best results, we recommend adding a contact property filter with an “AND” condition in the HubSpot Workflow trigger event definition. For example, when an account reaches a given Journey Stage, you may want to only trigger a Postal send to contacts whose job title matches “CEO” (instead of triggering a send to all known contacts from that account).