Planhat's integration with HubSpot Marketing allows you to push contacts from end-users in Planhat into HubSpot so they can receive the targeted messaging you've created for them.

To get started, all you have to do is enable the Hubspot integration from the integrations page. 

Hover over your user profile image > go to settings > integrations > select HubSpot.

You don't need to fill out any additional fields for the HubSpot Marketing (the fields below apply to the HubSpot CRM). 

After you've connected HubSpot you're ready to get started! 

Note: In order to use this feature you have to have the Contact > List feature in HubSpot enabled. If not, the option will still appear for you but you won't be able to export the contacts. 

We should also note that there are two types of contact lists in HubSpot: static lists and smart (dynamic) lists. The contacts in a smart list cannot be added manually, but are computed and changed dynamically based on rules set in HubSpot. But the contacts in a static list can be added or removed manually; as a result we can only sync Planhat end-users with static HubSpot lists.

Import Contacts into HubSpot Marketing Manually

Go to the Data module > End-Users tab and select the filter/contacts that you want to export then in the top right hand corner, click on the ellipsis icon and select "Export to Excel". Now that you have your end-user data in a spreadsheet you can import this data into HubSpot.

Syncing your Contact List with HubSpot Marketing

The second way, and the more automated way, is through the Planhat integration. This is a great way to reach out to your customer base that is more low touch/tech touch that is still personal and based on their usage behaviour.

So if you have email campaigns in HubSpot that you'd like your customers in Planhat to be a part of based on their usage, you can have that end user automatically synced into the list that connects to that campaign. 

To set this up, in Planhat click on your avatar profile > integrations > HubSpot and enable "HubSpot Marketing":

Now all the end-users in the filter will be synced with the related HubSpot contact list. 

The syncing of an end-user filter with HubSpot is done automatically once everyday, so that ongoing changes in end-user filters are synced to the related HubSpot list and will add or remove contacts as needed.


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