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HubSpot Integration Overview
HubSpot Integration Overview

This article reviews the HubSpot integration and features

Updated this week

The Mixmax integration with HubSpot allows seamless syncing of data, enhancing visibility and efficiency for your sales team.

When you connect your Mixmax account to HubSpot, Mixmax activities are logged to the corresponding HubSpot Contacts, Companies, and Deals. See Syncing Activities below for more details on which Mixmax activities are synced to HubSpot.

HubSpot integration schema


Syncing Activities

Once the admin(s) and individual users are connected to HubSpot, their Mixmax email activities will start syncing from Mixmax to HubSpot.

Prerequisite

Please note, in order for HubSpot activity syncing, users must enable the HubSpot Automatic Workflow from their Integration settings here.

When syncing Mixmax activities to HubSpot, we use Engagements, i.e., HubSpot Objects that can be linked (have an Association) with Contacts, Companies, and Deals. Currently, the following Mixmax activities are synced to either Email or Note Engagement type:

  • Sent > Email

  • Opened > Note

  • Clicked > Note

  • Downloaded > Note

  • Bounced > Email

  • Replied (internally by a Mixmax user or externally by a HubSpot contact) > Email

  • Received (original email is received by a HubSpot contact that is already a Mixmax contact) > Email

Activities mapped with HubSpot engagements

You will see synced Mixmax activity on both the Activity and Emails/Notes tabs under Activities for corresponding Contacts, Companies, and Deals in Hubspot.

Logged email for Contacts, Companies, and Deals

For more details on synced Mixmax data mapping, see HubSpot Engagement fields mapping.

For each logged activity, you will also see all current associations with Contacts, Companies, and Deals:

Logged email associations

If the same Contact is connected to multiple Companies, the activities will be logged only for the Primary Company.

If the same Contact is connected to multiple Deals, the activities will be logged only for the five most recent associated open Deals.


How to add HubSpot Contacts to Mixmax Sequences

Mixmax allows you to add recipients into Mixmax sequences by uploading your HubSpot Contact lists directly in Mixmax. See more on how to send sequences to your HubSpot Contacts here.

Prerequisite

Please note, in order for HubSpot activity syncing, users must enable the HubSpot Manual Workflow from their Integration settings here.


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