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HubSpot CRM

YAMM integrates with HubSpot in two complementary ways: import contacts from HubSpot into your contact list spreadsheet to run a mail merge, and log YAMM campaigns back into HubSpot using a bcc address so all conversations appear under each contact's profile.

Import contacts from HubSpot CRM​

Awesome Table Connectors lets you import HubSpot data, including your contacts.

Prerequisites

  • You have a HubSpot account.
  • You have installed and launched Awesome Table Connectors.
info

You can log in to the HubSpot connector using your HubSpot account or with an API key.

  1. In the Awesome Table add-on Home screen, click Create new request.

    Launch empty home screen

  2. Open the HubSpot connector.

    Awesome table connector click HubSpot

  3. On the Connect to HubSpot screen, click Sign in with HubSpot.

    Awesome table connector sign in to HubSpot

  4. Select your HubSpot account and click Choose Account.

    HubSpot connecting page select team and click choose account

  5. Click Connect app.

    HubSpot connector click connect app

  6. Open the Select data drop-down and select Contacts from list.

    HubSpot contacts from list

  7. Select the list you want to import contacts from.

    HubSpot list selected for contact import

  8. (Optional) Use Preview & Select columns to choose the columns you need.

  9. Click Run to start your request. The first time, you grant Awesome Table the required permissions.

Your contacts are imported into your Google spreadsheet, ready for YAMM.

Result HubSpot Zendesk

Log YAMM campaigns into HubSpot​

Record YAMM email campaigns directly in HubSpot — all Gmail conversations with your sales leads automatically save into each contact's profile.

In HubSpot, click the gear icon in the top right corner. Select General, open the Email tab, and click Connect personal email.

Connect personal email in the HubSpot Email settings

Select Google / Gmail as the email provider.

Google and Gmail selected as the email provider in HubSpot

Click Continue, select your Google account (the same one you'll use to launch your campaign with YAMM), and accept the authorizations.

Google account selection when connecting Gmail to HubSpot
Access request accepted when connecting Gmail to HubSpot

A confirmation pop-up opens in your HubSpot settings — close it or click No, thanks.

Confirmation pop-up in the HubSpot settings, with the No thanks option

Your Gmail inbox is now linked to your HubSpot account.

Gmail inbox linked to the HubSpot account

2. Retrieve your HubSpot bcc email address​

Click the gear icon > General > Email tab > email logging settings. The bcc address appears under Manual Logging.

Email logging settings in HubSpot
bcc address under Manual Logging in HubSpot
warning

By default, HubSpot does not log emails sent to recipients from the same domain as you.

3. Configure your contact list spreadsheet​

List all your recipients (or import them from HubSpot). Paste the special bcc address under a bcc column.

Contact list spreadsheet with the HubSpot bcc address in a bcc column

4. Start your mail merge with YAMM​

Run YAMM as usual: Extensions > Yet Another Mail Merge: Mail Merge for Gmail > Start Mail Merge.

Start Mail Merge in the Yet Another Mail Merge submenu

5. Check the email logs in HubSpot​

If a recipient matches a HubSpot contact, the email appears in the contact's profile under Activity.

HubSpot contact profile showing the email under Activity

If no match, a new contact profile is created.

New HubSpot contact profile created for an unmatched recipient
warning

It can take a few minutes to record all your emails. If you don't see them, wait a bit longer.