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, increasing customer engagement, and decreasing your new customer acquisition costs one Postal 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.
Go into your account preferences and click integrations - HubSpot
Click the HubSpot logo and toggle it on
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
To start sending in HubSpot, you will need to use the Postal Everywhere extension.
Activating the Postal Integration in HubSpot:
Only those with admin credentials in Hubspot can activate the integration.
Log into HubSpot and navigate to the settings menu
Click on Integrations
Click on Connected Apps
Click on Visit App Marketplace
Search for Postal Integration
Click "Connect App"
Follow the steps to authenticate your Postal account
Authorize the integration in your Postal account
Place the module in your preferred location (contacts, companies, and deals)
Next, it's time to set up Hubspot triggers.