Connect HubSpot

Click Connect HubSpot under Settings > Integrations and sign in to HubSpot, then add an Add to HubSpot step to a flow to create or update contacts, set properties, and add them to lists.

Connect HubSpot by signing in from Settings > Integrations. Then add an Add to HubSpot step to a flow, after the email question. Everyone who reaches that step is created or updated as a HubSpot contact and added to the lists you choose.

Steps

Connect your account

  1. In Textiful, go to Settings > Integrations.
  2. Under Email tools, click Connect HubSpot.
  3. Sign in to HubSpot, choose the account if you have more than one, and approve the connection.
  4. Back in Textiful, HubSpot shows Connected to HubSpot account followed by the account's ID.

Use Test connection at any time to check the account is still reachable.

Add the step to a flow

  1. Open the flow under Data Capture Flows.
  2. Make sure the flow has an Ask for email step.
  3. Click the + below that step (or Add a step), and under Actions and integrations choose Add to HubSpot.
  4. Optionally, choose one or more HubSpot lists.
  5. Optionally, under Sync additional data, map answers from the flow to HubSpot properties.
  6. Save the step.

What gets sent

The step runs when someone reaches it:

  • The contact. Textiful finds the contact by email address and updates it, or creates it if it's new.
  • Properties. First Name, Last Name, and Mobile Phone Number are sent by default when the flow has them. Anything mapped under Sync additional data goes to that property. A property HubSpot doesn't have, or won't let Textiful write, is skipped and the rest still syncs.
  • Lists. The contact is added to each static list you chose.
  • Subscriptions. Email subscription status is never changed.

Start a workflow

Textiful doesn't enroll contacts in workflows directly. Build a workflow in HubSpot that starts when a contact joins a list, then choose that list in the step.

Check that it worked

  • The Sync and delivery log on Settings > Integrations lists each send, its status, and any error from HubSpot. Use Retry on a failed send once you've fixed the cause.
  • If a list chosen in a step was deleted in HubSpot, the step says so. Choose another.
  • If HubSpot needs you to sign in again, the Integrations page shows Reconnect HubSpot.

Disconnect

Click Disconnect next to HubSpot on the Integrations page. HubSpot steps fail until you connect again. To switch HubSpot accounts, disconnect and connect again, choosing the other account when you sign in.

Frequently asked questions

How do I start a HubSpot workflow from Textiful?
In HubSpot, build a workflow that starts when a contact joins a list. In Textiful, choose that list in the Add to HubSpot step. Everyone who reaches the step joins the list, and HubSpot starts the workflow.
Does Textiful change email subscription status in HubSpot?
No. Textiful never writes subscription status, so anyone who opted out stays opted out.
Why can't I pick one of my lists?
The step shows static lists only. HubSpot fills active (smart) lists from their own filters, so they can't be added to directly.

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