Sales Content
Use this capability family for snippets and sales email templates used by sales teams.
At A Glance
Section titled “At A Glance”| Supported actions | Bridge or hybrid actions | Access used |
|---|---|---|
| 6 | 6 | Varies by plan details |
Common Requests
Section titled “Common Requests”- Create a sales email template with approved personalization tokens.
- Update a snippet while preserving existing naming conventions.
- Delete obsolete sales content after confirming it is no longer used.
Review Checklist
Section titled “Review Checklist”- Confirm the target portal is correct.
- Check the operation names, target assets, and required access.
- Resolve missing-permission warnings before execution.
- Review operation results after execution.
- Review user-facing copy, personalization tokens, and naming conventions.
- Check whether templates or snippets are used by active sales processes before deleting them.
Supported Actions
Section titled “Supported Actions”| Action ID | What it does | Execution | Required access | Main details |
|---|---|---|---|---|
create_sales_email_template | Create a HubSpot sales email template. | Requires the Daeda Bridge extension | No additional connected-portal scope | template name, template body html |
create_snippet | Create a HubSpot snippet. | Requires the Daeda Bridge extension | No additional connected-portal scope | name, body |
delete_sales_email_template | Delete a HubSpot sales email template. | Requires the Daeda Bridge extension | No additional connected-portal scope | template ID |
delete_snippet | Delete a HubSpot snippet. | Requires the Daeda Bridge extension | No additional connected-portal scope | content ID |
update_sales_email_template | Update a HubSpot sales email template. | Requires the Daeda Bridge extension | No additional connected-portal scope | template ID |
update_snippet | Update an existing HubSpot snippet. | Requires the Daeda Bridge extension | No additional connected-portal scope | content ID |
Action Details
Section titled “Action Details”Create a HubSpot sales email template
Section titled “Create a HubSpot sales email template”Create a HubSpot sales email template. The draft records template name, template body html for review.
- Action ID:
create_sales_email_template - Change type: Create
- Execution: Requires the Daeda Bridge extension
- Required access: No additional connected-portal scope
- Main details reviewed in the plan: template name, template body html
Create a HubSpot snippet
Section titled “Create a HubSpot snippet”Create a HubSpot snippet. The draft records name, body for review.
- Action ID:
create_snippet - Change type: Create
- Execution: Requires the Daeda Bridge extension
- Required access: No additional connected-portal scope
- Main details reviewed in the plan: name, body
Delete a HubSpot sales email template
Section titled “Delete a HubSpot sales email template”Delete a HubSpot sales email template. The draft records template ID for review.
- Action ID:
delete_sales_email_template - Change type: Delete
- Execution: Requires the Daeda Bridge extension
- Required access: No additional connected-portal scope
- Main details reviewed in the plan: template ID
Delete a HubSpot snippet
Section titled “Delete a HubSpot snippet”Delete a HubSpot snippet. The draft records content ID for review.
- Action ID:
delete_snippet - Change type: Delete
- Execution: Requires the Daeda Bridge extension
- Required access: No additional connected-portal scope
- Main details reviewed in the plan: content ID
Update a HubSpot sales email template
Section titled “Update a HubSpot sales email template”Update a HubSpot sales email template. The draft records template ID for review.
- Action ID:
update_sales_email_template - Change type: Update
- Execution: Requires the Daeda Bridge extension
- Required access: No additional connected-portal scope
- Main details reviewed in the plan: template ID
Update an existing HubSpot snippet
Section titled “Update an existing HubSpot snippet”Update an existing HubSpot snippet. The draft records content ID for review.
- Action ID:
update_snippet - Change type: Update
- Execution: Requires the Daeda Bridge extension
- Required access: No additional connected-portal scope
- Main details reviewed in the plan: content ID