HubSpot Integration

The HubSpot integration allows your team to harness the power of integrating direct mail and gifting into existing workflows. This helps improve your overall conversion rates, increase customer engagement, and decrease your new customer acquisition costs one send at a time.

There are two major steps. First, the activation needs to be started in Postal, then finished in HubSpot.

Activating the HubSpot Integration

Only those with the Admin role can activate the HubSpot integration.

1. Go into your Profile Settings and click 'Integrations' in the menu to the left

2. Find the HubSpot logo and click 'Connect to HubSpot'

3. Next, you will need to check the boxes for what you wish to sync over from HubSpot to Postal. Select the boxes that match best for what you would like to sync over. Such as contacts/leads, activity, and any other information you wish.

Activity from Postal will sync back to HubSpot on the contact level

HubSpot syncs the following contact information:

• First Name

• Last Name

• Title

• Email

• Address (city, state, zip, country)

• Phone

Activating the Postal Integration in HubSpot:

Only those with admin credentials in HubSpot can activate the integration.

1. Log in to HubSpot and navigate to the settings menu

2. Click on Integrations

3. Click on Connected Apps

4. Click on Visit App Marketplace

5. Search for Postal Integration

6. Click "Connect App"

7. Follow the steps to authenticate your Postal account

8. Authorize the integration in your Postal account

9. Place the module in your preferred location (contacts, companies, and deals)

Each HubSpot user needs to manually select the "Postal" activity to show up in their activity filters or activity will not show up on the contact. This is done by selecting a checkbox that each user must manually select as the default is unchecked.

Postal activity in HubSpot will look like this:

NOTE: The integration runs every 15 minutes, so if you don't see your information in Postal right away, don't panic! Give it 15 minutes and refresh the page.

For Automations to work, you'll need one of the following: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Service Hub Professional, Enterprise Operations Hub Professional.

Removing the Postal App from HubSpot

This action requires the HubSpot Admin permissions. (See HubSpot permissions for more details.

While logged into HubSpot

1. Settings (Gear icon)

2. Integrations

3. Connected Apps

4. Select Actions on the Postal App

5. Uninstall

Once the Postal App is uninstalled you will lose the ability to see the Contact cards that would allow you to send with Postal and as well as the ability to set up Triggers.

Next, it's time to set up HubSpot triggers.