HubSpot

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

crm.lists.read
crm.lists.write
crm.objects.contacts.read
crm.objects.contacts.write
crm.schemas.carts.read
crm.schemas.carts.write

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.

Need More Help setting up HubSpot?

We’re here to make things easier for you!

• Email Us: Reach out anytime at [email protected].

• 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.