How do I connect and use the Hubspot integration?

With the Email Sequences Hubspot integration, we make it seamless for you to sync prospects, deal activities, and more. In this guide, we go over:

1️⃣ Connecting your Hubspot Account

2️⃣ Selecting Settings for your Hubspot Sync

3️⃣ Contact Specific Settings

4️⃣ Deal Specific Settings

5️⃣ Importing Contacts, Deals or Lists from Hubspot

6️⃣ Enabling Hubspot for your campaigns

7️⃣ Syncing Existing Campaigns

8️⃣ Move deals through your pipeline based on Mailshake actions

9️⃣ Automatically record Mailshake activities

Connect your Husbpot account in Email Sequences to enable tracking deal activities, move deals through stages, and more.

If you'd like leads to be assigned to a specific user, once connected, review your settings and select the user

1. Head to Integrations on the left side menu
2. Click Apps & CRMs
3. Click the green Connect New App button in the top left corner
4. Select Hubspot from the available options
5. Then click the blue Connect to Hubspot button
6. Once it's connected, rename the Hubspot sync to correlate with the user and select the user to sync leads to

Renaming Example

Assign User Example

6. Click Save

• Track these events - Email Sequences can sync events to Hubspot (see Hubspot Settings image below). Events will appear as a note in Hubspot. 
  • If you'd like to see emails in Hubspot, we recommend connecting your mail account in Hubspot so your CRM can pick up email conversations.
• What type of Hubspot data should be updated -  Email Sequences can sync to either Contacts or Deals in Hubspot. Choose the one that best fits how you and your team work with leads in Hubspot.
• Track events for
  • All Prospects - This is great if you want a record of all prospects you've contacted.
  • Mailshake Leads - This option only syncs prospects that become leads in Email Sequences and is the most commonly used option.
• If deals/contacts are missing
  • Create them - Email Sequences will create a new record for the prospect or lead if it doesn't exist.
  • Do Nothing - Email Sequences will only sync to the prospect record that already exists in Hubspot.
• Select a Hubspot user (optional) - Assigns the Deals or Contacts to the selected user. If you leave this blank, any records created will be unassigned.

When syncing to contacts, you can Update Contact status based on Email Sequences actions. This allows you to have Email Sequences change the status of a contact in Hubspot based on the following actions in Email Sequences:

• Lead is won - You've worked with the lead and they've typically purchased or moved onto the next stage of the sales process
• Lead is lost - You've worked with the lead, and they've declined to purchase or move forward
• Lead is ignored - This is a lead that didn't pan out but that doesn't really fall into the lost category, for example, they're not interested right now or maybe they want to circle back in a few months
• Lead is opened - This lead was just created because they qualified as a lead. Typically this happens when the prospect replies to your email, but you can also set your own criteria in the Lead Catcher settings
• Prospect unsubscribes - The prospect has unsubscribed from your campaign
• Prospect resubscribes - You've removed the prospect from the unsubscribe list and added them to a campaign
• Prospect bounced - Emails to the prospect have bounced and are undeliverable

You may have custom Contact Statuses, but Hubspot defaults are:

• Subscriber
• Lead
• Marketing Qualified Lead
• Sales Qualified Lead
• Opportunity
• Customer
• Evangelist
• Other

• Deal name format - When updating Deals, you can choose for new Deals to be created as "Company Name Deal" or "Person's Name Deal."
• Pipeline - Choose the Pipeline you want to sync to. Email Sequences will automatically select the default Pipeline in your Hubspot account.
• Move deals to stages on Email Sequences actions - Email Sequences can move Deals in your Pipeline to different stages you select based on the following actions
  • Lead is won
  • Lead is lost
  • Lead is ignored
  • Lead is opened
  • Prospect unsubscribes
  • Prospect resubscribes
  • Prospect bounced

Before you import, you'll need to be sure you've connected your Hubspot account in the Integrations section. To import prospects to a new campaign (see below for outlined steps):

1. Click New Campaign
2. Before importing, on the Basic step, make sure to click Sync to Apps and select the correct CRM if you'd like Email Sequences to sync Email Sequences events to your CRM
3. Click Prospects
4. Select Import from App
5. Click the Import from App dropdown to select the CRM you want to import from (Hubspot instances will display the Hubspot logo)
6. Select the type of data you want to import
   1. Contacts
      1. Select whether to pull contacts from Anyone or a specific account owner
   2. Deals
      1. Select the Pipeline to pull deals from
      2. Select the Stage a deal must be in 
      3. Select whether to pull contacts from Anyone or a specific account owner
   3. Lists 
      1. Select whether to pull contacts from Anyone or a specific account owner
7. Once you've select the type of data, select whether you'll sync:
   1. One Time to do a one time import
   2. Keep Running in the Background for a continuous sync
8. Select How far back to look for data
   1. If doing a One Time sync, select the end date to pull data (this will limit data to a specific creation date in the past)
9. Name your import to make it easy to manage your imports in the future
10. Click the pink Next button and then map your fields—make sure to review all mappings as this can't be changed after the import is created
11. Click Create Import

Hubspot will need to be connected to each specific campaign you'd like to sync details over for. This will be part of the first step as you create your campaign:

If you have campaigns you created before you set up the Hubpost integration, you can go back and select the Hubspot integration in the Campaign's settings. This will start syncing data going forward (it's not possible to retroactively sync those campaigns).

1. Click on "Settings" in your campaign
2. Check your Hubspot account under "Sync Apps"
3. Click "Save"

In the example above, when a lead is marked as "won" in Email Sequences, that will move them to the Qualified To Buy pipeline stage

You'll see these activities recorded as notes in Hubspot, and it will look something like this