The HubSpot integration is available on the Mixmax Growth + CRM plan and above. Visit our pricing page for more details.
Mixmax allows you to add recipients to Mixmax sequences by uploading your HubSpot Contact lists directly to Mixmax.
Prerequisites
To upload HubSpot Contacts lists to sequences, users must enable the HubSpot Manual Workflow in their Integration settings.
See more on how to connect to HubSpot here.
Uploading HubSpot Contact lists to a Sequence
Once users have the Manual Workflows enabled for HubSpot, they can navigate to their sequence and upload their HubSpot Contacts.
From the Sequence, select "Actions," then "Add Recipients."
Select the "HubSpot" option from the Add Recipients table and select your HubSpot Contact list.
Note: Salesforce and HubSpot can both be used in Mixmax sequences when importing recipients.
Once ready, activate your sequence.
Note: Mixmax supports HubSpot active and static lists. Active lists are automatically updated with new contacts when a condition is met. Therefore, when a user imports an active contact list into Mixmax, the list will contain the most up-to-date contact information.
HubSpot Contact Variables
Users can use HubSpot contact fields (both default and custom) as sequence variables in their stage content. Please see more on sequence variables here.
Note that when using HubSpot fields as sequence variables, Mixmax only offers HubSpot fields from a contact information group in HubSpot:
CC and BCC variables
Users have two options for mapping data to CC or BCC fields when uploading HubSpot recipients to their sequences.
Users can manually add a new column to the sequences recipients table.
After, they select which HubSpot field they want to map to this column.
Alternatively, users can also map a HubSpot field exactly called 'CC' or 'BCC' to the sequence. If the fields in HubSpot are named exactly CC or BCC and are part of the contact’s properties category, then they are automatically detected when adding HubSpot contacts to sequences.