Start campaigns from HubSpot contacts

Not available to connect yet

HubSpot connects only through HubSpot's sign-in page, with Growth Dept's HubSpot app. Until Growth Dept registers that app, HubSpot shows Not set up yet and cannot be picked as a campaign's source. The connection has been tested against a simulated HubSpot API only.

What connecting sets up

Sign in with a HubSpot user who is a super admin or has Marketplace access, then press Create the contact properties. ACR adds two contact properties: ACR Active Campaign ID, which starts a campaign, and ACR Asked Not To Contact, where opt-outs go. One HubSpot account feeds one ACR store at a time. Press Start reading when your campaign is ready.

Start and stop a contact

Set ACR Active Campaign ID to the campaign's ID, by hand or from a HubSpot workflow, for example when a form is submitted or a deal changes stage. HubSpot tells ACR, and ACR reads the contact and starts the campaign within a minute.

To stop, set the property to the campaign's stop value: the ID followed by -stop. Clearing the property stops nothing. The rules every CRM shares are in Start and stop campaigns from a CRM field.

What ACR reads from the contact

ACR reads the contact's first and last name, email, mobile phone (or phone, when there is no mobile), country, language and email opt-out. A ticked ACR Asked Not To Contact counts as an opt-out of calls, texts and email, and HubSpot's email opt-out as an opt-out of email.

It reads no other properties, so a field mapping can only use these, and an opt-in property of your own cannot be brought across. While the campaign requires consent, a HubSpot contact is reached only on channels where ACR already holds an opt-in for the same email or phone, for example from a Shopify checkout.

What goes back to HubSpot

With Log activity in HubSpot on, each call is logged on the contact as a call, each email as an email, and each text or WhatsApp message as a communication. Each entry has the status, duration, recording link, summary, transcript or message, and a link to the lead in ACR. When someone asks not to be contacted, ACR ticks ACR Asked Not To Contact. The switch is off until an admin turns it on, and logs activity from then on.

HubSpot meeting links

The same connection lets ACR read your HubSpot meeting links and their open times, and book on them. See Connect a calendar for booking.