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Guides & Tutorials

  1. How to
  3. HubSpot integration with Smaily

Table of Contents

1. HubSpot integration with Smaily using Integromat
2. Create a connection with your HubSpot account
3. Create a connection with your Smaily account.
4. Final settings

HubSpot integration with Smaily

Connect your HubSpot and Smaily account in just a few minutes. This integration allows you to synchronize contacts from HubSpot to Smaily.

In order for Integromat to automate contact synchronization for you, just create a connection between HubSpot and Smaily. You can use Smaily premade template that will make the creation of your scenario much easier. You can also expand and customize the scenario to meet your own individual needs.

To begin integrating go to https://www.integromat.com/ and create a new account if you already don’t have one.

Create a connection with your HubSpot account

After creating the account in Integromat open the HubSpot template and click on the button “Create new scenario from template”.

Step 1. Create a connection with your HubSpot account

  • Click on the HubSpot CRM module.
  • From the opened modal click “Add”.
  • Insert suitable connection name and click continue.
  • A new tab opens, where you can choose your HubSpot account to connect with Integromat (or log in first to see the possible accounts to choose from).
  • If selected, press “Choose Account”.
  • From the next tab press “Connect App”.
  • Now your HubSpot account is connected to Integromat.

Step 2. Overall settings

  • Enter the maximum number of contacts you want Integromat to retrieve during one scenario run or leave it set to 10.
  • Select Contacts as the object type to search.
  • Check the data fields you want to retrieve from HubSpot. Email is a required field.
  • NB: If you wish to sync First name and Last name to Smaily, then these have to be mapped in this section (are already mapped by default)!
  • Select Created (New) as the trigger.
  • Click continue.
  • From the next tab press “Connect App”.
  • Now your HubSpot account is connected to Integromat.

Create a connection with your Smaily account.

Step 3. Create a connection with your Smaily account.

  • Next to Connection dropdown button click “Add”.
  • New modal will open, where you can add suitable connection name and your Smaily account subdomain, API username and password. (How to create Smaily API credentials).
  • Click “Continue”. Now the scenario is connected to Smaily.
  • Email has to be mapped as in default settings.
  • You can choose additional custom parameters to sync to Smaily when you click on “Add item” and insert field name and value.

Final settings

Schedule settings

Click on the clock of the first module. You can determine the time when the scenario is running. If settings are scheduled, click OK.

Click Save icon and turn scheduling to “ON”. Now your scenario is up and running!