In this tutorial, learn how to integrate with HubSpot’s autoresponder service using PayKickstart’s API integration.
The integration can be used to add customers to various Hubspot email lists based on action events they trigger with the PK platform.
Step 1: Account Integration
In your Vendor Dashboard, click on Configure and select ‘Integrations’.
First, you’ll need to integrate on your main integration page. To do so, click on ‘Auto Responder’ at the top of this page, then, Click ‘Add an Email Integration’.
Step 2: Account Integration Continued
Choose ‘HubSpot’ on the dropdown menu for ‘Email Services Available’.
Enter a name for your HubSpot account then click CONNECT.
Note: This is only for display purposes inside of your PayKickstart account. You can connect multiple HubSpot accounts if needed.
You’ll be redirected to HubSpot where you will need to login and connect to PayKickstart.
Choose the HubSpot account you wish to integrate and click on the Choose Account button.
You will then be redirected to a page where you can confirm your connection by clicking on Connect Now.
Step 3: Product Integration
Once you’ve connected, you’ll need to go to ‘Campaigns’ on the left sidebar of your dashboard. Here, you’ll see your campaigns listed. Locate the campaign containing the products you want to integrate HubSpot with.
Once you have located the Campaign you want to work with, please select a “Product” and the “Product Settings” for the specific product you want to integrate with HubSpot.
Once inside the product settings, scroll down to “Section 3: Integrations” to open up your product integrations settings.
Locate and enable the “email integration” settings for the action trigger you want to use for the email integration.
Step 4: Product Integration Continued
Select the “action event” you would like to use and enable “HubSpot” as the email service.
Select the email account and mailing list you would like to use for this action event.
*Note: You may have a list for every one of your products, so you’d want to choose the list associated with the product in this particular campaign.
Repeat steps 3 & 4 for each action event you would like to use.
Now you are ready to add customers to HubSpot Mailing lists automatically based on the triggered action event.
Note: Vendors can pass custom checkout fields they have added to their checkout pages, to their email auto-responder (as long as the email service supports it).
Note: HubSpot does not support TAGS. HubSpot allows for adding contacts to a List or adding contacts without a list created.