Add from HubSpot
The HubSpot email integration feature allows users to quickly add email addresses from HubSpot contacts and external sources when sending emails. This feature streamlines the process of managing recipient lists by providing direct access to HubSpot contact data and external contact management options.
Feature Access
1. Navigate to the email sending page and locate the "Quick Add" dropdown menu in the recipient selection area.
Adding Contacts from HubSpot
1. Click the "Quick Add" button to open the dropdown menu
2.Select "Add from External Contacts" and choose "Add from HubSpot"
HubSpot Authentication
1. A right-side panel will open, prompting you to log in to your HubSpot account
2. Complete the HubSpot authentication process or select the account if already logged in
Managing Contact Selection
1. The contact list will display the following information:
2. Use the following options to select contacts:
- Select all contacts
- Deselect all contacts
- Select individual contacts or search contacts
3. Select the contacts and click the confirm button to send email
Important Notes
- You must have an active HubSpot account to use the HubSpot integration feature
- The system will only display contacts that have valid email addresses
- Email and Name fields are mandatory and will always be displayed
- Additional contact fields will be shown if available in your HubSpot account
- You can combine contacts from multiple sources in a single email
- The "Add from Text" option remains available for manual email entry
- Contact data is synchronized in real-time with your HubSpot account
- You can modify your selection before confirming by using the bulk selection options
- The integration maintains your HubSpot contact privacy and security settings
FAQs
Q: What is the HubSpot email integration feature?
A: The HubSpot email integration feature allows users to quickly add email addresses from HubSpot contacts and external sources when sending emails, streamlining the process of managing recipient lists.
Q: How do I access the HubSpot integration feature?
A: Navigate to the email sending page and locate the "Quick Add" dropdown menu in the recipient selection area.
Q: What are the steps to add contacts from HubSpot?
A: 1) Click the "Quick Add" button to open the dropdown menu, 2) Select "Add from External Contacts" and choose "Add from HubSpot", 3) Complete HubSpot authentication, 4) Select your desired contacts and confirm.
Q: Do I need a HubSpot account to use this feature?
A: Yes, you must have an active HubSpot account to use the HubSpot integration feature.
Q: What contact information is displayed from HubSpot?
A: Email and Name fields are mandatory and will always be displayed. Additional contact fields will be shown if available in your HubSpot account.
Q: Can I select multiple contacts at once?
A: Yes, you can use bulk selection options including "Select all contacts", "Deselect all contacts", or select individual contacts as needed.
Q: Can I search for specific contacts in HubSpot?
A: Yes, the system provides search functionality to help you find specific contacts within your HubSpot contact list.
Q: Can I combine contacts from different sources?
A: Yes, you can combine contacts from multiple sources in a single email, including HubSpot contacts and manually entered email addresses.
Q: Is the manual email entry option still available?
A: Yes, the "Add from Text" option remains available for manual email entry alongside the HubSpot integration.
Q: How often is contact data synchronized with HubSpot?
A: Contact data is synchronized in real-time with your HubSpot account, ensuring you always have the most current contact information.
Q: Can I modify my contact selection before confirming?
A: Yes, you can modify your selection before confirming by using the bulk selection options and individual contact selection tools.
Q: What happens if a contact doesn't have a valid email address?
A: The system will only display contacts that have valid email addresses, so contacts without valid emails won't appear in the selection list.
Q: Are my HubSpot privacy and security settings maintained?
A: Yes, the integration maintains your HubSpot contact privacy and security settings, ensuring your data remains protected according to your HubSpot account settings.
