HSM Status Updates as Timeline Activities
Now, when sending HSMs from anywhere in Treble to customers who have a HubSpot contact, those customers get new timeline activities flagging the status of that HSM.
Statuses tracked
This applies to HSMs sent from any source, campaigns, conversation blocks, or the API, as long as the customer has a matching HubSpot contact.
Frequently asked questions
Does this apply to session messages too, or only HSMs?
Does this apply to session messages too, or only HSMs?
Only HSMs. Session messages are not reflected as timeline activities.
What happens if the customer doesn't have a HubSpot contact yet?
What happens if the customer doesn't have a HubSpot contact yet?
No timeline activity is created. The customer needs a matching HubSpot contact for the activity to be recorded.
Do I need to configure anything to enable this?
Do I need to configure anything to enable this?
No. This works automatically for any account with the HubSpot integration connected.