HubSpot (via zapier)

Introduction

HubSpot is a cloud-based customer relationship management software or CRM. It is a platform that connects your marketing, sales, and services tools to a unified CRM database.

MoEngage <> HubSpot

The MoEngage and HubSpot integration can help you connect your marketing and sales team by fluently moving data between MoEngage and HubSpot - making it easy for you to engage your new contacts in HubSpot through MoEngage, and carefully curating an experience for your prospects at every stage of your sales funnel. We leverage Zapier to enable this integration. With this integration, you can - 

  1. Create or update HubSpot contacts in MoEngage
  2. Add or remove HubSpot leads/opportunities to custom segments in MoEngage

Use Cases

  1. Automatically import all new and updated contacts from Hubspot into MoEngage.
  2. When a new deal is created, add the contacts into a custom cohort (segment) in MoEngage.
  3. Trigger a campaign from MoEngage each time a new product is added to Hubspot.
  4. Import new email events from Hubspot to MoEngage.
  5. Add or remove users from a cohort (segment) in MoEngage when the deal enters a new stage inside Hubspot.

Integration

 

PREREQUISITES

  • Ensure you have a HubSpot account.
  • You need a Zapier account to use this integration. Please follow the instructions mentioned here to connect your Zapier and MoEngage accounts.  

A. Import HubSpot Contacts to MoEngage

Note: This workflow makes use of the Create or Update User Action.

Every contact in HubSpot is either a lead, opportunity or customer. You can create or update users in MoEngage each time there is an update in their Lifecycle Stage. This will enable you to timely engage your contacts and gain more insights.

Follow the steps:

Step 1: Select Hubspot as the trigger app

User-Step1.png

  1. Select Hubspot from the list of apps.
  2. Choose the "Event" as "Contact Recently Created or Updated". Click continue.
  3. Connect your Hubspot account. Select your Hubspot account from the dropdown and click continue. 
  4. Select the properties you want to retrieve. Click continue once satisfied.
  5. Click "Test trigger" and Zapier will try to fetch a recent Contact. Click on continue to move to the next step.

User-Step2.png

Step 2: Select MoEngage as the Action app

Search for "MoEngage" from the apps and select it.

Import-Step4.png

  1. From the event dropdown, select: "Create or Update User". Click continue.
  2. If you have followed the prerequisites, you should see your MoEngage account already listed. You can either choose that or connect a new one. Click continue once done.
  3. In the next step "Set up action", you will see a list of attributes and user properties for you to either fill in or map from the previous step. Click here to know more. You can add the relevant custom user attributes as per your requirements.
  4. For our setup, we have linked the following:
    1. Customer ID -> ID
    2. Full Name -> Contact Information: First Name Contact Information: Last Name
    3. First Name -> Contact Information: First Name
    4. Last Name -> Contact Information: Last Name
    5. Email -> Contact Information: Email
    6. Source -> "HubSpot"
    7. Other Attributes -> hubspot_lifecycle-stage -> Contact Information: Lifecycle Stage

In the below images, we only show you those fields which have been mapped:

User-Step3-1.png

User-Step3-2.png

User-Step3-3.png

  1. Once you are satisfied with your mappings, click on "Continue".
  2. In the final step, click on "Test & continue".
  3. If the API call was successful, you should see a "success" return.

You can also verify this in your MoEngage dashboard. Go to your Hubspot user's profile and look under custom attributes:

User-Step4.png

You can now send campaigns by filtering users that have relevant user attributes.

B. Add Leads to a Custom Segment in MoEngage

Note: This workflow makes use of the Add or Remove User from Cohort (Audience) Action.

For this use case, we will set up a Zap to automatically add new leads that are in the Lifecycle Stage "Attempted to Connect" (custom lead stage) to a custom segment inside MoEngage so that we can later send them reminder emails using Campaigns.

Step 1: Select Hubspot as the trigger app

User-Step1.png

  1. Select Hubspot from the list of apps.
  2. Choose the "Event" as "New Contact Property Change". Click continue.
  3. Connect your Hubspot account. Select your Hubspot account from the dropdown and click continue. 
  4. Select the Property Name to add the trigger as: "Contact Information: Lifecycle Stage".
  5. Select the other additional properties you want to retrieve. Click continue once satisfied.
  6. Click "Test trigger" and Zapier will try to fetch a recent Contact. Click on continue to move to the next step.

Cohort-Step1.png

Step 2: Select MoEngage as the Action app

Search for "MoEngage" from the apps and select it.

Import-Step4.png

  1. From the event dropdown, select: "Add or Remove User From Cohort (Audience)". Click continue.
  2. If you have followed the prerequisites, you should see your MoEngage account already listed. You can either choose that or connect a new one. Click continue once done.
  3. In the next step "Set up action", you will see a form for you to either fill in or map from the previous step. Click here to know more.
  4. Select if you want to add or remove a user. Fill in all the mandatory fields and you will then be presented with an option to test this setup. Do make sure you fill in at least one of "User ID" or "Anonymous ID". To know more, read the Cohort API docs.
  5. For our setup, we have linked the following:
    1. Cohort Name -> "hubspot-contact-lifecycle-stage-1. Contact Information: Lifecycle Stage"
    2. Cohort ID -> "hubspot-contact-lifecycle-stage-1. Contact Information: Lifecycle Stage"
    3. User ID -> 1. Contact Information: Email
    4. Anonymous ID -> 1. Contact Information: Email

Cohort-Step2.png

  1. Once you are satisfied with your mapping, click continue.
  2. You will now be presented with an option to test this setup.

Cohort-Step3.png

  1. Click on "Test & continue" to test this setup.
  2. If the API call was successful, you should see a "success" return.

You can also verify this in your MoEngage dashboard. Go to your MoEngage Dashboard >> Segment >> Create segment. Filter users by "Custom Segment" and you should see your newly created cohort here.

Cohort-Step4.png

This confirms that your Zap was successful.

Engage using MoEngage Campaigns 

Now that you have imported contacts from HubSpot into MoEngage and put them in different cohorts (segments), you can to send out a promotional mail to your leads highlighting your latest product features or new capabilities. You can simply segment your leads using your lifecycle stage attribute (from HubSpot) and send them a MoEngage email campaign. Read more about MoEngage campaigns here. 

 

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