Workflow Generate Code Actions
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      3. Workflow Generate Code Actions

      Using the HubSpot QR Code Generator Actions

      Learn to install and use the Integration Glue Micro App Actions to generate different types of QR codes directly within HubSpot Workflows using CRM data.

      Upon installing the HubSpot Workflow Generate Code Actions Micro App, a diverse range of Custom Actions will become accessible for generating QR Codes within HubSpot Workflows.

      By leveraging data from your HubSpot CRM records, you can effortlessly create various types of QR codes directly from HubSpot Workflows, including:

      • URL QR Code: Directs users to a specific website or webpage when scanned.
      • vCard QR Code: Adds contact information, such as name, phone number, and email, directly to the user's address book.
      • Email QR Code: Opens the user's email app with a pre-filled recipient address, subject line and email body.
      • SMS QR Code: Starts a new SMS message with a pre-set phone number and message.
      • Text QR Code: Displays a plain text message when scanned.
      • Event QR Code: Adds an event to the user's calendar with details like date, time, and location.
      • Wi-Fi QR Code: Connects the user to a Wi-Fi network without needing to enter the SSID or password manually.
      • App Install QR Code: Redirects users to the Apple App or Google Play store to download a specific app.

      To generate a QR code in HubSpot

      Install the Micro App

      1. Install the Integration Glue HubSpot Workflow Generate Code Actions Micro App.

      Configure your properties

      Create properties on the Object that you will be using to generate and store the QR code.
      1. Property to save your QR code URL to (optional).
      2. Details for the QR code, this will depend on your QR code type, multiple properties can be used per field.
        1. URL QR Code: URL*
        2. vCard QR Code: (all fields are optional) Name of the recipient, phone number, mobile number, fax number, email, company, title, street, city, state, post code, country, website
        3. Email QR Code: Email address*, Subject of the email*, Body of the email*
        4. SMS QR Code: Mobile number*, Message body*
        5. Event QR Code: Name of the organiser*, Email of the organiser*, Start date/time*, End date/time*, Name of the event*, Location of the event*, Description of the event (optional)
        6. Wi-Fi QR Code: Name of the network*, Password of the network*
        7. App Install QR Code: App ID* (per app store type - iOS, Android)

      Create a Workflow to generate the QR code

      1. Create a new Workflow for the Object that contains the details that you want to use in the QR Code.
      2. Set your enrollment trigger/s.
      3. Click the + button to add a new Action.
      4. Search actions for Generate QR code.
      5. Click to select the desired QR code action from the Integration Glue Workflow Generate Code Actions app.
      6. Set your QR code file details:
        1. File name: This can be set manually or from CRM data.
        2. Folder ID: Go to Library > Files in  HubSpot create or click on a Folder to store your QR code and copy the Folder ID from the URL.
          Copy the Folder ID from the URL after the = sign
        3. File visibility: Set one of the Public options if you want to display in a Web Page or Email.
        4. QR code URL: Optionally select a property for the current object to include the final URL of your QR code, you can use this then as a personalization token in Emails and Web Pages.
        5. Associate QR Code: If set to Yes the QR code file will display under the Attachments panel in the right hand column or the record and as a Note activity in the Activities tab of the record.
      7. Enter the required details for the selected QR Code type:
        1. URL QR Code: URL*
        2. vCard QR Code: (all fields are optional) Name of the recipient, phone number, mobile number, fax number, email, company, title, street, city, state, post code, country, website
        3. Email QR Code: Email address*, Subject of the email*, Body of the email*
        4. SMS QR Code: Mobile number*, Message body*
        5. Event QR Code: Name of the organiser*, Email of the organiser*, Start date/time*, End date/time*, Name of the event*, Location of the event*, Description of the event (optional)
        6. Wi-Fi QR Code: Name of the network*, Password of the network*, Wi-Fi security type (WPA2 is the most common if you are unsure)
        7. App Install QR Code: App ID* (per app store type - iOS, Android)
      8. Review and publish your Workflow.

      When the workflow runs, your QR code will be generated and automatically saved to your HubSpot File System (found under Library). 

      You can then insert these dynamically into emails or web pages, or manually insert or download to use in marketing and web assets.

      You could use these QR codes with DocMergy to dynamically generate brochures or lanyards for PDF or print.