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HubSpot integration

This guide walks you through connecting HubSpot to Better Email, authenticating the account, and optionally syncing contact properties for recipient fields and segmentation.

Before you start​

To connect HubSpot, you will need:

  • a HubSpot account you can authorize with OAuth
  • an admin user in Better Email who can create and edit integrations
  • permission in HubSpot to create or update marketing-email assets

1. Create the integration in Better Email​

In Better Email:

  1. Go to Integrations.
  2. Create a new integration.
  3. Enter a clear name for the integration.
  4. Choose Hubspot as the type.
  5. Optional: under Access, restrict the integration to specific users or groups.
  6. Enable the integration.
  7. Save the integration.

2. Authenticate with HubSpot​

  1. Open the saved integration.
  2. Click the authentication link.
  3. Sign in to HubSpot if needed.
  4. Approve Better Email's access.
  5. Return to Better Email and confirm the integration shows as connected.

Better Email stores the access token, refresh token, and token expiry automatically. If the token expires later, Better Email refreshes it during export or sync.

TODO: Add a screenshot of the HubSpot integration after save, showing the connection state and authentication action.

3. Export to HubSpot​

HubSpot export is a two-step flow inside Better Email:

  1. Better Email creates a template shell in HubSpot.
  2. Better Email creates the marketing email content using the rendered body from your Better Email draft.

Important to know:

  • Better Email stores the HubSpot template ID so future exports can recreate the template cleanly.
  • Templates are placed in the betteremail folder in HubSpot.
  • Merge tags and segmentation are rendered using HubSpot-specific syntax.

4. Optional: sync recipient fields from HubSpot​

HubSpot can also provide contact properties for merge tags and segmentation.

To turn that on:

  1. Open the HubSpot integration.
  2. Turn on Sync recipient fields.
  3. Save the integration.
  4. Go to Recipient Fields.
  5. Run Sync from <integration name>.

Better Email reads contact properties from HubSpot and maps them into recipient fields.

Troubleshooting​

If export or sync fails, double-check:

  • the integration is enabled
  • the OAuth connection is still active
  • the HubSpot account you authorized has the required email and content permissions
  • the right users or groups have access to the integration in Better Email

If the connection was set up a long time ago, re-authenticating is a good first step before deeper debugging.