Enhancing Customer Relationships with Handwritten Notes through HubSpot

Handwritten notes undeniably impact customers, helping foster lasting relationships and build a stronger connection with your brand. Handwrytten and HubSpot have joined forces to make it easier than ever for businesses to incorporate handwritten notes into their customer relationship strategies. With the integration of Handwrytten and HubSpot CRM, you can create customized cards that will leave a lasting impression.

Importance of personalized customer communication

Handwritten notes are a powerful way to show appreciation and gratitude to customers. They can be used to celebrate milestones, congratulate on successes, or express thanks for loyalty. Personalized cards can also help reinforce existing relationships by reminding customers that you care about them and their business. Whether it’s a birthday card, best wishes, or an encouraging message, handwritten notes add a personal touch that your customers won’t forget.

Let’s discuss how we can make things easier for you – through Handwrytten’s website.

Creating a Handwrytten account

Signing up is extremely easy. Go to our homepage, hit sign up, and use your preferred email. We make it quite simple to integrate your Facebook, Google, or Apple account, by signing up with the click of a button.

Categories of available cards

Once you’re in, you’ll be able to see all of our available card categories on the far left side. For example, if you’re looking for a specific type of card geared toward a particular client, you could send a Congratulations card.

Customizable card options

We even have multiple easily customizable cards accessible for you to tinker with. With many different cardstocks to choose from, anything you imagine is within your hands.

Integrating Handwrytten with HubSpot

As we said above, Handwrytten offers seamless integration with HubSpot, enabling users to send personalized handwritten notes directly from the HubSpot CRM platform. This integration combines the convenience of digital automation with the warmth and personal touch of handwritten communication.

Let’s walk you through exactly what you need to do.

Sign up for Handwrytten

Visit the Handwrytten website and create a free account. If you already have an account, proceed to the next step.

Access the Handwrytten integration

Once logged in to Handwrytten, click “Integrations” on the homepage.

Connect with HubSpot

Within the integrations menu, select HubSpot. Follow the prompts to connect your Handwrytten account with HubSpot.

Choose a contact

Within HubSpot CRM, navigate to the desired contact to whom you want to send a Handwrytten note.

Select “Send Welcome Card”

In the contact details, look for the option to send a handwritten note. Click on it to proceed – you may need to add this as a custom field. Our YouTube video goes over this at a deeper level.

Choose your card

Handwrytten offers a variety of beautifully designed cards for various occasions. Browse the available options and select a card that suits your purpose.

Customize your note

Personalize the content of your handwritten note. Craft a thoughtful message that resonates with the recipient and reflects the desired tone.

Select handwriting style

Handwrytten provides different handwriting styles to choose from. Pick a style that aligns with your message’s intended sentiment and feel.

Review and send

Double-check the recipient’s details, the content of the note, and the chosen handwriting style. Once satisfied, click the “Send” button.

Order confirmation

Handwrytten will process your order and send the handwritten note to the recipient. You will receive a confirmation within HubSpot CRM.

Track sent notes

In HubSpot, navigate to the recipient’s activity feed or the “Activities” section to view the sent note and track its status.

Following these steps, you can seamlessly send personalized Handwrytten notes through HubSpot, ensuring a unique and memorable touchpoint in your customer communications.

Advanced Integration with Zapier and Handwrytten

We even have a simple workflow for setting up Handwrytten to integrate with Zapier to simplify your processes.

Set Up Zapier

Sign up for Zapier and ensure you have a starter plan or above, as webhooks are required for this integration.

Create a Zap