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Connect HubSpot

Link your HubSpot CRM under Configure → Integrations so you can import contacts and lists into campaigns and generate a page for each of them.

· For owners and admins

On this page

Connecting HubSpot lets you pull contacts out of your CRM and into a GenPage campaign, where each contact gets a personalized page. The connection is made once per workspace under Configure → Integrations; importing happens later, when you add leads to a campaign.

Before you start

  • You need the Owner or Admin role in the GenPage workspace.
  • You need a HubSpot login that is allowed to install apps in your HubSpot account.

Connect the workspace

  1. Open Configure → Integrations and click the HubSpot row.

    Integrations list with the HubSpot row highlighted

  2. The HubSpot Integration dialog opens. Under Connection Status it says that the workspace is not connected yet. Click Connect to HubSpot.

    HubSpot Integration dialog with the Connection Status box and the Connect to HubSpot button highlighted

  3. HubSpot opens in a new browser tab. Sign in if you have to, choose the HubSpot account to connect, and allow the request. When HubSpot sends you back, close that tab.

  4. Return to the app, reload the Integrations page and open the HubSpot row again. The Connection Status now reads Connected to HubSpot, followed by the portal number of the connected account, and the dialog offers Disconnect instead of Connect to HubSpot.

What you can do once connected

When you add leads to a campaign, choose Import from HubSpot. You pick a contact list and the properties to pull, GenPage loads the contacts, and you map the properties to the campaign's variables before the pages are generated.

Disconnect

Open the HubSpot row again and click Disconnect. A Disconnect HubSpot dialog asks you to confirm. Disconnecting stops all HubSpot syncing for this workspace; contacts you have already imported stay in your campaigns.

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