HubSpot

This integration is in beta

The‍
HubSpot
integration is currently 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

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

HubSpot Relationship

✅ Record

HubSpot Email Engagement

✅ Email

✅ 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

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

How do I integrate my account?

Lexer tip!
In order to integrate your HubSpot account into Lexer, you require Super Admin status within HubSpot. Read here for more info.
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Select the HubSpot tile, click Integrate HubSpot, and enter your HubSpot credentials to login.

The final step
Once you've added your HubSpot account credentials to the HubSpot tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your HubSpot set up and configuration.

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.

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  1. Click ACTIVATE NEW AUDIENCE
  2. Select the appropriate HubSpot account for this activation
  3. Add your Segment
  4. Select either create new audience, or update an existing audience in HubSpot
  5. Check the appropriate list action – in most cases, you’ll just want to maintain your list
  6. Select which properties you’d like to update, if you don’t want to update any, leave this set to Don’t send
  7. 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.

Updated:
September 18, 2022
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