Planhat's integration with HubSpot Marketing allows you to push contacts from personas 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 endusers with static Hubspot lists.
Exporting Contacts to HubSpot Marketing Manually to a List
The first way of using this feature is by exporting selected number of endusers to a specific Hubspot contact list.
So in the People list, you can select a number of endusers you'd like to push into HubSpot.
To export to a list:
- select the users you would like to export
- go to the actions menu in the top right corner
- select export to HubSpot
Then, a dialog opens with the lists you have in HubSpot. Select the list you'd like to export the contacts to and select Export.
It may take a few minutes to see your contacts in the list depending on how many contacts you're sending into HubSpot. If you're exporting 500-1000+ contacts we recommend exporting the contacts in chunks.
Syncing a Persona with HubSpot Marketing
The second way, and the more automated way, is through Planhat personas. 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 behavior.
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 persona automatically synced into the list that connects to that campaign.
You set up the automatic sync where you edit and create your personas.
- Go to in the edit page of a new or existing persona
- set up the rules for your persona (if this is a new one)
- At the bottom, check the box "Sync with External List" then choose HubSpot as the provider, and choose one of the HubSpot contact lists loaded.
Now all the endusers in this persona will be synced with the related HubSpot contact list.
This syncing of a persona contacts with Hubspot is done automatically once everyday, so that ongoing changes in persona endusers are synced to the related Hubspot list and will add or remove contacts as needed..