HubSpot
HubSpot Integration with Retainful syncs customer data and automates marketing, enhancing retention and sales.
Last updated
HubSpot Integration with Retainful syncs customer data and automates marketing, enhancing retention and sales.
Last updated
This guide explains integrating Retainful, an email marketing app, with HubSpot, a leading CRM and email marketing tool. By connecting the two, you can synchronize customer data, streamline your marketing campaigns, and enhance customer engagement effortlessly.
Go to settings > Navigate to the Settings icon
In the left sidebar menu, Navigate to Integrations > Private Apps.
Click on the button to “Create a private app.”
Configure the details of your app
Enter your app's name.
Hover over the placeholder logo and click the upload icon to upload a square image that will serve as the logo for your app.
Enter a description for your app.
Select the Scopes section or Tab and Add New Scope
Click the Scopes tab.
At the top of the page, click Add new scope.
In the right panel, select the checkbox for each scope you want your private app to be able to access.
You can also search for a specific scope using the Find a scope search bar. You can review a full list of available scopes in this reference article.
Click Update when you're done adding scopes. If you later decide that your app requires additional scopes, you can also configure them after your app is created.
After Adding this New Scope and clicking on Create App
IF YOU ARE CREATING A NEW PRIVATE APP FOR THE FIRST TIME IN HUBSPOT, IT SHOWS LIKE THIS
After creating a private app, select the app name you used during its creation and click on it.
After clicking on View Access token
Login in Retainful Account > Integrations > Choose HubSpot
Click the HubSpot Block > Paste the Copied Access token
After a few seconds, HubSpot is connected with Retainful
Integrating HubSpot with Retainful creates a seamless connection between your CRM and email marketing workflows. This integration allows you to maximize the potential of both platforms, ensuring a streamlined marketing process and better customer relationship management.
Need More Help setting up HubSpot?
We’re here to make things easier for you!
Email Us: Reach out anytime at support@retainful.com.
Schedule a Call: Still stuck or need a hands-on walkthrough?
Book a quick session with our support team, and we’ll guide you step-by-step.
