Introduction
Our latest Premium Integration for HubSpot is an enhanced and flexible v2 integration, available only with Postalytics subscription plans (Marketer, Pro, Agency, Annual Commit).
Premium Integration for HubSpot (HubSpot Premium) not only supports Contact Objects, but now also supports Company Objects, as well as Deals*, Tickets*, and Custom* Objects.
*Note: If using a Deal, Ticket or Custom object, the required address fields to mail must be included in the object.
Another key feature with HubSpot Premium is that you get to choose if you want to receive Postalytics events back into HubSpot, and even which events you want to receive. The events are now visible in the HubSpot Timeline making them easier to locate and build additional automation with.
There’s no need to worry if you are a free plan user or a subscription plan user not interested in utilizing Premium Integration for HubSpot. Our original HubSpot Integration, now known as Basic Integration for HubSpot (or HubSpot Basic), is still available and supported with no changes. To learn more about setting up the Basic Integration for HubSpot, see our help doc, Basic Integration for HubSpot Contacts.
HubSpot Premium Overview
As you can see, HubSpot Premium is a significant upgrade from HubSpot Basic. In addition to many more ways to integrate direct mail with HubSpot Premium, Postalytics no longer creates a custom HubSpot property for each campaign. Instead, it provides a far more flexible solution for customers to select if and which Postalytics Events update the HubSpot Timeline with Activity Events and Postal Mail Engagements. This provides a far more powerful way for marketers to manage and report on their mail activity within HubSpot.
HubSpot Premium requires separate integrations for the Contact Object AND the Company/Other* Object. If you want the option to use both, you’ll need to set up both.
*Custom Objects, Deals, Tickets, or any other Object that can be used in a HubSpot Workflow, will use the HubSpot Premium Company Integration.
Your Postalytics account can have the Contact Object Integration, the Company Object Integration, the Basic Integration, and can even have multiples of each! This gives you the most flexibility to choose which integration works best for any given campaign.
Setup HubSpot Premium Contacts
The remainder of this article, and video link below, will walk you through the steps to set up the HubSpot Premium Contact Object Integration.
To set up the Company/Custom object, see our help doc, HubSpot Premium Integration for Company or Custom Object.
Begin by selecting ‘Connect' in the dropdown menu under your account username, then click on ‘Connect App Marketplace’.
On the Connect App Marketplace page, click on ‘details’ under the HubSpot icon.
You’ll be directed to the HubSpot integration page, where you’ll see the HubSpot integration choices you have. Choose ‘Add HubSpot Premium Contact Integration’.
A popup window will appear where you’ll first log into your HubSpot account and then select the account to connect.
The next window is where you’ll name the integration and select whether or not you’d like to receive Postalytics events posted back to the HubSpot Timeline. Select either “Yes”’ or “No”.
If you select “No” you will not receive any event status codes back into HubSpot.
Selecting “Yes” allows you to then choose which of the event statuses you’d like to receive back onto the HubSpot Timeline.
Postal Mail Engagement
Choosing to receive the event “Mailed” engages the new native HubSpot Contact activity type “Postal Mail Engagement” and will automatically update each time a Contact receives a “Mailed” event type from Postalytics. Previously, this was a manual process - another helpful upgrade to save you time.
For these events, the timeline will be updated with a single event using the Postal Mail Engagement field like in the image below:
Integration Complete
That’s it, the HubSpot Premium integration is now complete for the Contact object!
If you’ve proofed a template and are ready to get started you can Import a HubSpot Contact List for a Smart Send Campaign, or Create a Triggered Drip Campaign with a HubSpot Contact Object.
