Your automations can hand the people in your memberarea over to HubSpot as contacts. Four HubSpot steps do that: Create or Update Contact, Add to List, Remove from List and Set Contact Property. All four match people by email address, so an address that already exists in HubSpot is updated instead of duplicated.
Before you start, connect HubSpot under Settings, then Integrations.
Add a HubSpot step to an automation
A HubSpot step reacts to anything an automation can react to, for example a new order, a new member, a finished course or a tag.
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Open Automations and edit or create one.
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In the Library, open the Actions tab and click HubSpot.
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Click the step you need or drag it onto the canvas.
The Library on the Actions tab with HubSpot opened and its four steps Create or Update Contact, Add to List, Remove from List and Set Contact Property. -
In the step, pick your HubSpot connection under Integration.
A Create or Update Contact step with the HubSpot connection LinguaFlow Marketing picked under Integration.
If HubSpot is not connected yet, the library shows Connect next to it instead. As long as a HubSpot step has no connection picked, the editor warns you about it.
What arrives in HubSpot
Create or Update Contact sends four things about the member:
| MemberArea | HubSpot contact property |
|---|---|
| Email address | Email, used to find the contact |
| First name | First name |
| Last name | Last name |
| Phone | Phone number |
If HubSpot already has a contact with that email address, it is updated. Otherwise a new contact is created. A member without an email address is skipped, and the step notes that nothing was sent.
The other three steps send the same four things first, so none of them needs a Create or Update Contact step in front of it.
Put the contact on a list or take it off
Add to List creates or updates the contact and then adds it to one of your lists. Remove from List does the same and then takes the contact off the list again, for example when a membership ends.
- Add Add to List or Remove from List from the Library like above.
- Pick the connection under Integration, then the list under List. The choices are loaded live from your HubSpot account.
A contact that is not on the list is simply left as it is.
Only static contact lists can be changed from outside. Active lists decide their own membership from their filters, which is why they are not offered here.
Write a contact property
Set Contact Property writes one value into one property of the contact, for
example the course someone finished into a custom property, or customer into
the lifecycle stage.
- Add Set Contact Property from the Library.
- Pick the connection under Integration, then the property under Property. The list shows every contact property of your HubSpot account that can be written. Read-only and calculated properties are left out, and so is the email address, because it identifies the contact.
- Type the value under Value. Leave it empty to clear the property.
The value can carry details of the member, such as [|First Name|]. They are
filled in for each member when the step runs.
Dropdown, radio and checkbox properties in HubSpot store an internal value
rather than the label you see. Use the internal value, for example customer
instead of Customer. HubSpot lists it next to each option in the settings
of the property.
When something does not arrive
Open the automation and look at its Run history. A HubSpot step that could not do its work marks the run as Failed and says why, for example that the HubSpot connection has expired or that HubSpot did not accept the contact. A step that had nothing to send, such as a member without an email address or a list step with no list picked, finishes with a note instead.
The box Connection health in Settings, then Integrations shows whether the permissions for contacts and lists are granted and whether the connection needs a Reconnect. The troubleshooting article walks through the rest.