HubSpot
This integration is in beta
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.
Connect your HubSpot account with Lexer
You can connect your HubSpot account with Lexer, this will permit Lexer to import your contacts from HubSpot as enriched Profiles.
Benefits of a HubSpot integration
Integrating your HubSpot account with Lexer provides a number of benefits, such as:
- Import your contacts as enriched Profiles.
Integration in a nutshell
Here's a summary of how HubSpot integrates with Lexer:
Direction
What direction does the data flow?
✅ Data in: import your HubSpot contacts as enriched profiles.
✅ Data out: send customer email lists to Hubspot for marketing campaigns.
Type
Lexer’s integration with this product allows you to pull data into the hub from these sources.
✅ Email (ESP)
Source method
How the system connects with Lexer.
✅ API
Destination method
How Lexer connects with the system.
✅ API
Status
Is this integration live and working?
Full Release
Lexer product compatibility
What Lexer products is the integration compatible with?
✅ Activate
✅ Compare
✅ Segment
✅ Track
⬜️ Listen
⬜️ Respond
⬜️ Serve
Attributes
What attributes are created when integrated with Lexer?
HubSpot Relationship
✅ Record
HubSpot Email Engagement
✅ HubSpot Campaign Names
✅ Active in Lists
✅ Email Engagement Category
✅ Email Opt-In Status
✅ Email Subscribe Date
✅ Number of Emails Sent
✅ HubSpot Open Dates
✅ Last Email Open
✅ Email Open Rate
✅ HubSpot Campaigns Opened
✅ Last Email Click
✅ Email Click Rate
✅ HubSpot Click Dates
✅ HubSpot Campaigns Clicked
✅ Converts Off Email
✅ Click Dates
✅ Campaigns Sent
How do I integrate my account?
Select the HubSpot tile, click Integrate HubSpot, and enter your HubSpot credentials to login.
Send an email list to HubSpot
We'll now walk through how to send Profiles from Lexer to HubSpot, or to create and update lists within HubSpot.
Before you get started, make sure you’ve done the following:
- Integrated a HubSpot account with Lexer
- Created an activation to HubSpot in Lexer Activate (contact Lexer Support (support@lexer.io) if not)
- Built your Segment(s) in Lexer Segment
Sending your audience to HubSpot
When you’re ready to send your Segment to HubSpot, navigate to Lexer Activate.
- Click ACTIVATE NEW AUDIENCE
- Select the appropriate HubSpot account for this activation
- Add your Segment
- Select either create new audience, or update an existing audience in HubSpot
- Check the appropriate list action – in most cases, you’ll just want to maintain your list
- Select which properties you’d like to update, if you don’t want to update any, leave this set to Don’t send
- Check the Terms and Conditions box, and click SEND AUDIENCE
Set and forget — auto-updating audiences
Lexer Activate permits you to automatically update your lists within HubSpot. With this selected, Lexer will add or remove tags within lists in HubSpot, as customers enter and leave your Segment. This is best suited for Segments that receive regular emails outside of your standard marketing materials, such as high value customers.
Okay I’ve sent my audience, what next?
The moment your activation has been confirmed as sent in Activate, you’ll see records begin to update in HubSpot. The list won’t be fully updated until after you receive a confirmation email from Lexer, advising the activation has completed.