Connect HubSpot
Send your affiliates to HubSpot as contacts, matched by email, with their stage.
If your team runs its pipeline in HubSpot, send your affiliates there. Each one becomes a HubSpot contact.
Connect
- Go to Settings, then Integrations.
- On the HubSpot card, press Connect HubSpot.
- Pick your HubSpot account and allow access.
We ask for three things: to read contacts, to write contacts, and to add one field to contacts.
Send
- Go to Lists.
- On a list or a segment, press Send to another tool, then HubSpot.
- Press Check who goes. You see how many will go and how many won't.
- Press Send to HubSpot.
What lands in HubSpot
- One contact per affiliate with an email. Affiliates with no email are skipped.
- We match by email. Someone already in HubSpot is updated, never doubled.
- Their name, the channel name as the company, and their profile link as the website.
- Their stage, in a new dropdown field called RecruitAffiliates.ai stage. We add it the first time you send.
People who asked to be removed or unsubscribed are never sent.
Keep stages in sync
Tick Keep stages in sync on the card. Once a day, anyone you've sent who moved stage here is updated in HubSpot.
It only goes one way. Changes you make in HubSpot never come back here.
Plans
HubSpot needs a paid plan with exports, Launch or higher. Billing has the plans.
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