HubSpot Integration with Retainful syncs customer data and automates marketing, enhancing retention and sales.
Connecting Retainful with HubSpot
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.
Follow the Steps to Integrate HubSpot to Retainful
Step 1: Login in Hubspot Account
Go to settings > Navigate to the Settings icon
Log in HubSpot
Step 2: HubSpot Integrations
In the left sidebar menu, Navigate to Integrations > Private Apps.
Navigate Integrations
Click on the button to “Create a private app.”
Step 3: Configure Scopes and Adding Scopes
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.
Add title and Description
Select the Scopes section or Tab and Add New Scope
Add a 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.
Add These In Scope
Search and Add Scopes and Save these Scopes
After Adding this New Scope and clicking on Create App
Click Create App
IF YOU ARE CREATING A NEW PRIVATE APP FOR THE FIRST TIME IN HUBSPOT, IT SHOWS LIKE THIS
Create a New Private App
Step 4: Getting the API Token or Access Token in HubSpot
After creating a private app, select the app name you used during its creation and click on it.
Click View Access Token
After clicking on View Access token
Copy the Access Token Code
Step 5: Connecting HubSpot in Retainful
Login in Retainful Account > Integrations > Choose HubSpot
HubSpot - Retainful Integrations
Click the HubSpot Block > Paste the Copied Access token
Paste the Access Token
After a few seconds, HubSpot is connected with Retainful
HubSpot has been successfully connected to 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.
