Setting Up and Using Custom Variables in Sendblue

This guide walks you through creating custom variables in Sendblue, building a workflow that uses them, and mapping data from HubSpot so those variables populate automatically.

Overview

Custom variables let you pull dynamic data (like a lead owner's name) from HubSpot into your Sendblue workflows. Setting this up involves three parts:

1. Creating the custom variables in Sendblue

2. Building your workflow in Sendblue

3. Connecting HubSpot to map data into those variables

Step 1: Create Your Custom Variables in Sendblue

1. In the Sendblue dashboard, go to Settings.

2. Click Custom Variables.

3. Create each custom variable you plan to use in your workflow.

Step 2: Build Your Workflow

1. Go to the Workflows section in Sendblue.

2. Build out the workflow you want to use, including the custom variables you created in Step 1.

Step 3: Set Up the Trigger in HubSpot

1. Go into HubSpot and set up the trigger for your workflow.

2. From the trigger, connect to the Sendblue Workflow action.

3. Select the Sendblue workflow you want to use.

4. Map the following fields:

   • First name

   • Last name

   • Phone number

   • Email (optional)

Step 4: Map Custom Variables to HubSpot Fields

This is the step that connects the custom variables you built in Sendblue to the actual HubSpot data.

1. Go to the custom variable you created in Sendblue and copy its name.

2. Paste it into the mapping field in HubSpot.

3. Immediately after the pasted variable name, add a colon (:) with no space before or after it.

4. After the colon, enter the HubSpot field(s) you want mapped to that variable.

   • If mapping more than one field to a single variable, separate them with a comma and no spaces.

Example: If you're mapping a variable to capture the lead owner, you would map it to both who the lead owner is and their name, formatted like this: (please remember this is an example and needs to be mapped to the field that contains this information within your HubSspot account)

lead_owner: this is the Sendblue variable

owner_name: this is the Sendblue variable

hubspotfield: this represents the data in hubspot that you will map

lead_owner:hubspotfield,owner_name:hubspotfield

Important formatting rules:

• The colon must come immediately after the variable name (no space).

• No spaces around commas when mapping multiple fields.

• Use the custom variable name exactly as it appears in Sendblue.

Step 5: Save and Activate

1. Once all your variables are mapped, click Save.

2. Review your workflow to confirm everything looks correct.

3. Turn the workflow on.

Once activated, the custom variables will pull data through automatically into the workflow you built in Sendblue.

Quick Recap

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