HubSpot, founded in 2006, is a very popular CRM that provides email marketing and automation for small businesses.
We have now updated the HubSpot integration to use the new oAuth technology which gives you a more reliable and secure connection between your OptimizePress site and HubSpot
Video Walkthrough
Follow the steps below to connect HubSpot:
Required Scopes
This is not in the video above. Effective as of October 21st, 2024, HubSpot now requires the scopes that we include in our Authorization URL be included in the Required Scopes setting in the app. Please add the following Scopes (oAuth is already required by default).
- crm.lists.read
- crm.lists.write
- crm.objects.contacts.read
- crm.objects.contacts.write
- crm.schemas.contacts.read
- crm.schemas.contacts.write
- forms (this is found under "Other")
- oauth (already set as required)
Once you add these scopes, it should look like this:
Using the HubSpot Integration with our Optin Form Element:
To use the HubSpot integration, simply edit or create a new optin page or add an optin form to an existing page.
Click the email icon on the inline toolbar:
Then click "Edit Integration"
Choose HubSpot from the services available to integrate with:
Simply select your list. Use a form if you have custom fields.
Proceed through the rest of the Optin form wizard to finish the setup.
If you need any help or further guidance, just reach out to our team and they will be happy to provide any help you may need.