HubSpot integration with SendX enables automatic synchronization of your contacts, custom fields, and contact data between both platforms. Instead of manually exporting and importing contact lists or keeping data updated across multiple systems, this integration performs both historical data sync and ongoing real-time synchronization every hour.
This integration helps you maintain consistent contact information across your CRM and email marketing platforms while leveraging your existing HubSpot data for more targeted SendX campaigns.
Before You Begin
Before setting up HubSpot integration with SendX, make sure you have:
Administrative access to HubSpot: Ensure you have permissions to create private apps and manage integrations in your HubSpot account.
SendX account with integration access: Verify you can access Settings > Integrations in your SendX dashboard.
Understanding of your contact data: Know what custom fields and contact information you want to sync between the platforms.
Time for initial sync: Be prepared to wait for the historical data sync to complete, which depends on your HubSpot contact volume.
HubSpot contacts organized: Ensure your HubSpot contact data is clean and properly formatted before starting the integration.
Step-by-Step Instructions
Go to Settings in your HubSpot Dashboard.
Under Integrations, select Private Apps.
Click Create a private app and provide a name.
Navigate to Scopes and click + Add new scope.
Select crm.objects.contacts.read, check the box, and click Update.
Click Create app and then Continue creating.
Click Show token and copy the access token.
In your SendX account, go to Settings > Integrations and click New Integration.
Select HubSpot from the dropdown, paste the access token, and click Save.
You're all set! The integration will begin syncing data. The time required depends on the number of contacts in HubSpot.
Note: After the initial sync, SendX updates data from HubSpot every hour.
Tips & Best Practices
Here are some helpful ways to make the most of your HubSpot integration:
Keep custom field names consistent: Use clear, descriptive names for custom fields in HubSpot that will make sense in SendX.
Test with a small segment first: If possible, test the integration with a subset of contacts before syncing your entire database.
Document your integration setup: Keep a record of the access token and integration settings for future reference or troubleshooting.
Plan for hourly updates: Remember that data syncs every hour, so changes in HubSpot may take up to an hour to appear in SendX.
Troubleshooting Common Issues
HubSpot integration involves API setup and data synchronization, so here are solutions to common setup problems:
Problem: "I'm getting an error when trying to save the integration in SendX."
Solution: Double-check that you copied the complete access token from HubSpot without any extra spaces or characters. Make sure you clicked "Show token" and copied the entire token string.
Problem: "I created the private app but the integration isn't working."
Solution: Verify that you added the correct scope (crm.objects.contacts.read) and clicked "Update" after adding it. Also ensure you clicked "Create app" and completed all the setup steps in HubSpot before copying the token.
Problem: "The integration shows as connected but no contacts are appearing in SendX."
Solution: The initial sync time depends on the number of contacts in your HubSpot account and can take several hours. Wait for the historical sync to complete before troubleshooting further.
Problem: "I can't see the Private Apps section in my HubSpot settings."
Solution: Make sure you're looking under Settings > Integrations > Private Apps in HubSpot. If you still can't find it, you may need administrative permissions in your HubSpot account.
Problem: "Some of my HubSpot contacts are missing from SendX after the sync."
Solution: Check that the missing contacts have valid email addresses in HubSpot, as contacts without email addresses may not sync properly. The integration syncs contacts every hour, so recent additions to HubSpot may take time to appear.
Related Articles
Now that your HubSpot data is syncing with SendX, here are ways to make the most of your integrated contact data:
How to integrate Stripe with Sendx: Check out this guide to set up additional revenue tracking by connecting your payment data from Stripe to complement your HubSpot contact information.
Creating a Contact Segment Based on Lifetime Value Range: Learn how to use your synced HubSpot data along with revenue information to create sophisticated segments based on customer value and behavior.