Set up Hubspot

Administrative Permission Required

Administrative permission is required to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Overview

The ZiftONE App Connector is a valuable tool that enables content to be directly delivered into the systems you work in now, saving time, making training easier, and eliminating the need to learn new processes.

Connecting ZiftONE with HubSpot will push selected available supplier templates into your HubSpot instance. You can email and market just as you currently do use HubSpot. Once the posts push to Hubspot, they cannot be canceled or retrieved. If you need to delete any posts associated with the ZiftONE Hubspot stream, you can go to Hubspot and delete them.

Reporting is available on the marketing tactics leveraged through your ZiftONE App Connection.

  • Social metrics (Clicks, Likes, Shares, Retweets, Replies, and Comments will show under the Social Analysis page in ZiftONE.

Before you Begin

You must be on a version of Hubspot (Professional or higher) that supports third-party integrations and the marketing feature.

Below are examples of error messages you may see if your account does not support third-party integrations:

HubSpot_Connection_Error.png

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Important

ZiftONE App Connectors do not currently support the management of Campaign Social Posts. If you wish to leverage a campaign that contains social posts, you must turn off your App Connection for the duration of the campaign. Make sure to personalize your ZiftONE social settings if you are choosing this option. Learn more about Campaign Social Posts.

Contents

Click to expand each section.

Setting up Hubspot

Step 1: Retrieve ID from Hubspot

  1. Log into Hubspot.
  2. Copy the number ID at the end of the URL, excluding all non-numeric characters.

Step 2: Connecting Hubspot to ZiftONE

The connection will display as On, after completing this step.

  1. Log into ZiftONE.
  2. Click your name and select Settings from the drop-down.
  3. Click App Connectors.
  4. Next to Hubspot, click Activate.
  5. Paste the Hubspot number ID you obtained in step 1.
  6. Click Activate.mceclip0.png
  7. Authorize ZiftONE to access Hubspot. 
  8. The connection will display as On. You will be able to choose your email settings.
    1. Do not automatically forward any emails to HubSpot.
    2. Automatically forward all emails to HubSpot
    3. Automatically forward emails that meet any of the following criteria to HubSpot.

Sending Emails to Hubspot

  1. Log into ZiftONE.
  2. Navigate to Campaigns > Browse Campaigns.
  3. Click the name of a campaign to open it in the dashboard.
  4. Select the Mailings you want to send to Hubspot.
  5. Click Send to Hubspot.

Emails with Customizable Content

If you're sending campaign emails that include links to customizable content, such as microsites/plugins or co-brandable media, you may find that the customization/personalization option isn't available when the email is received into Hubspot. To ensure the content can be customized as planned, follow these steps:

  1. Publish the email to Hubspot as usual - see the Sending Emails to Hubspot section of this article for information.
  2. In ZiftONE, access the original campaign and deselect the email that contains a link to the customizable content item from it. Leave the customizable content item selected.
  3. Personalize the content item (microsite/plugin, co-brandable PDF, etc.) from the campaign. This will make a URL or link to the published/personalized content available for it. Copy the URL.
  4. Log in to Hubspot.
  5. In Hubspot, access the email that contains the customizable content item - see the Finding Emails in Hubspot section of this article for information.
  6. Open the email and update the link to the customizable content, entering the URL generated in step 3.
  7. Schedule and send the email as usual.

Finding Emails in Hubspot

  1. Log into Hubspot.
  2. From Marketing > Email, select Create new email.
  3. Locate the template from ZiftONE.
  4. Name the mailing.
  5. Click Create.
  6. Locate the email in Drafts.
  7. Personalize the email in Hubspot.
  8. Schedule and send.

Choosing Social Content

  1. Log into ZiftONE.
  2. Click your name and select Settings from the drop-down.
  3. Click App Connectors.
  4. Click Social Settings beside the Hubspot connection.
  5. Select the content to send to Hubspot. This will send scheduled social stream posts provided by the supplier.

How to Find the Social Content in Hubspot

  1. Log into Hubspot.
  2. Click Social in the top navigation.
  3. Click Scheduled. All scheduled posts will display with the scheduled date.
  4. Check this area often to be aware of social posts.
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