HubSpot - Integration Document

Written By Devin O'Neill ()

Updated at April 15th, 2025

Log in to HubSpot

Log into HubSpot using your login credentials; this will open the window below.
Select your account. This will open the following window.

Create Lists

Navigate to Contacts → Lists as shown in the following window.

After selecting the list from drop-down, the following window will open.

Click on Create list to generate a list, as shown in the following image.

Enter the name of your list, and from the drop-down, select the Static list option as shown in the following image. Afterward, click on Save.

This action will create the list.

Create Email

Navigate to Marketing → Email as shown in the following image.

This will open the following window.

Click on Create email. This will display the following popup.

Select the Automated option. This will display the following window.

Click on the Custom. This will display the following window.

Select Simple Follow Up Email template. It will open the following popup. Enter the Email name and click on Create email.

This will open the following window.

To pass the dynamic email values in the email, click on Insert and select Personalization token and follow the instructions as shown below.

Then follow all the instructions to create an email.

Create Workflow:

Navigate to Automation → Workflows as shown in the following image.

Click on Create workflow. This will open the following window.

Select Contact-based and click on Create workflow as shown in the following image.

This will open the following window.

Click on Set enrollment triggers to set the triggers. This will display the following window.

Select the trigger workflow automatically and select the filter type as contact properties and then select the property according to the module.

To add an action, click on + icon. This will display the following window.

Scroll down to Marketing section and select Send email option. This will display the following window.

Select the email template which you have created in the above section (i.e., 3).

After this, add one more action i.e., Clear Contact Property Value to blank for some of the workflows as per the requirement. (This will clear the contact property value to send the multiple emails to one user.)