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Native Integrations - Hubspot

Integrate Hubspot with Salesflow

C
Written by CS Team
Updated this week


1. What Can I do with Native Integrations?

The Native Integrations feature allows you to push and pull data from and to Salesflow from or to other third-party service platforms, such as HubSpot.

NOTE: Make sure that your browser allows pop-ups in order to make the integration correctly.



2. Types of Integration

2.1 PUSH Integration (Salesflow → HubSpot)

The PUSH integration sends contact activity from your Salesflow campaigns into HubSpot.

How it works:

  • Choose the specific actions in Salesflow that should create or update a contact in a HubSpot Static List or All Contacts (no specific list).

    Note: Contacts are updated if the email address of the campaign member exists in HubSpot. Imported Email has priority over Email.


  • When those actions occur, the data is automatically pushed into your selected HubSpot list.

Available PUSH triggers:

  • Member connected

  • Member replied

  • Invite sent

  • Follow-up sent

  • Invitation withdrawn

  • Tagged as lead

  • Profile visited

  • Open InMail sent

  • Email sent

  • Email replied

  • Email opened

You can also enable “Track new messages of triggered members”, which will push every inbox message from those campaign members.


Requirements:

  • The contact must have an email address or LinkedIn URL in order to be created/updated in HubSpot.

Note: If you create two identical integrations for the same HubSpot account, both may trigger at the same time for the same Salesflow member, resulting in duplicate records in HubSpot. To prevent this, avoid creating duplicate integrations.

2.2 PULL Integration (HubSpot → Salesflow)

The PULL integration imports contacts from a HubSpot Static or Active list, or All Contacts List (no specific list) into one Salesflow campaign.

How it works:

  • Connect a HubSpot list to a single campaign in Salesflow. Salesflow does not allow duplicates across campaigns, therefore, you can only select one campaign for your pull integrations.

  • Every time a new contact is added to that HubSpot list, it gets imported into the selected Salesflow campaign.

  • No triggers are required - the only “trigger” is that the contact appears in your HubSpot list.

Requirements:

  • The contact must have a LinkedIn URL in HubSpot.

  • You can only link one campaign per PULL integration (Salesflow does not allow duplicates across campaigns).

  • Works with both static and active lists.



3. Setting Up the Integration (Step-by-Step)

1. Go to the Integrations section > Native Integrations

2. Click Add New Integration

3. Name your integration and click Next

4. Connect your HubSpot account.

Note: Make sure your browser allows pop-up windows to be opened. You will need it in order to connect to your HubSpot account.

5. Choose your integration type: PUSH or PULL

  • If you select PULL, you won't see triggers (they're not needed).

  • If you select PUSH, choose the activity triggers you want HubSpot to receive.

6. Attach your campaigns

  • For PUSH, you can attach one or multiple campaigns (or all campaigns).

  • For PULL, you can attach only one campaign due to the no-duplicate rule.

7. Map your fields

For PUSH integrations:

  • Ensure the contact has an email to sync to HubSpot.

  • Map field Contact Owner and select your HubSpot list.

  • Click Add Integration to finish.

For PULL integrations:

  • Ensure the contact has a LinkedIn URL in HubSpot.

  • Map your fields the same way as with PUSH.

  • Confirm to complete the connection.



We hope you found this article helpful! If you still have questions, do not hesitate to contact us through the support chat or via email support@salesflow.io

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