HubSpot is a great customer marketing tool to help you keep your community members in the loop (newsletters/digests), and also to re-engage certain community user segments to keep them coming back to the community. Using our Salesforce and Zapier integrations, you can automatically add community members into HubSpot and add them to particular mailing lists, without manual effort.
This guide covers how to set up CC integrations with Hubspot via Zapier (or) Salesforce to add community members to mailing lists in Hubspot.
Table of contents
Add community members to HubSpot mailing list (via Zapier)
Please check the following prerequisites before continuing:
CC: You are logged in to Control as a community manager or administrator to generate a Zapier API key.
HubSpot:
- You need to have App Marketplace permissions or Super Admin permissions, which ensures you can connect and install apps from the HubSpot App Marketplace for your account.
- You have a List to which you can add users to
Step 1: Log in to Zapier and start creating your new Zap
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Log into Zapier and click Create Zap
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Name your Zap → Add community members to HubSpot mailing list
Step 2: Set up Zapier Trigger for when a new user registers on CC
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App → CC
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Trigger event → New User → Continue
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Choose CC account (connect to a new account if needed) → Continue
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Test trigger → Continue
Step 3: Set up Zapier Action to find/create a contact in HubSpot
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App event → HubSpot
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Action Event → Find Contact → Continue
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Choose HubSpot account (connect to a new account if needed) → Continue
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First search property name → Contact information Email
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First search property value → 1. Email
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Check ✅ Create HubSpot Contact if it doesn’t exist yet?
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Contact information: Email → 1. Email
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Optional: fill in additional fields
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Continue → Test & Continue
Step 4: Set up Zapier Action to add a contact to a list in HubSpot
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App event → HubSpot
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Action Event → Add Contact to List → Continue
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Choose HubSpot account (connect to a new account if needed) → Continue
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List Name → Select your HubSpot List
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Contact Email → 2. Find or Create Contact in HubSpot → 2. Contact information: Email
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Halt my task if contact is already a member of the list → True
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Continue → Test & Continue
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Done! You have now successfully setup your integration
This is just one of limitless possibilities to integrate CC with other apps via Zapier. If you need inspiration or some help getting started, check out the Zap templates on our Zapier page.
Create dynamic HubSpot mailing lists based on community engagement (via Salesforce)
Please check the following prerequisites before continuing:
In CC: You have configured the Salesforce integration to export community member data from CC to Salesforce.
In Salesforce: You need to have permissions to create new custom fields on the Contact object in Salesforce.
In HubSpot:
- You need to have Admin permissions to update the HubSpot-Salesforce integration mapping.
- You also need permissions to create new properties on the Contact object in HubSpot.
Let’s say we want to run a re-engagement campaign for a cohort of users that haven’t visited the community in a while. We want to take advantage of all the native HubSpot segmentation and emailing capabilities, but use CC data to define our audience. You can achieve this with some fairly simple configuration in both Salesforce and HubSpot.
? Prefer to watch rather than read? Watch a video showing how to configure this Hubspot integration via Salesforce.
Step 1: Log in to Salesforce and create a new custom field for Contacts
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Via Setup → Object Manager → Contact → Fields and relationships, create a new field against the Contact object in Salesforce.
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Create a new roll-up summary field (in our example, we’ll call the field ‘community last visited date’.
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For summarised object, choose ‘Community Members’.
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Select the most appropriate roll-up type (in our example, we’ll use MAX and aggregate the field ‘last visit date’).
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Save the field, and you’re done in Salesforce.
Step 2: Log in to HubSpot, create a new property for Contacts, and set up a mapping with Salesforce
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Via Settings → Properties → Contact Properties, create a new property for Contacts in HubSpot (e.g. ‘community last visited date’). Make sure the field has the same data type as the field you created in Salesforce.
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Via Settings → Integrations → Connected Apps → Salesforce → Contacts, add a new field mapping between the field you created in Salesforce, and the property you just created in HubSpot.
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You’re done! Based on your HubSpot-Salesforce integration sync settings, you should start seeing CC community engagement data populate in HubSpot!
You can get creative with the fields you create in Salesforce/HubSpot to pull more CC engagement data across. For instance:
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Registration date.
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Last ideation interaction date (last time a member voted on, replied to, or submitted an idea)
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Last post date (last time a member contributed content to the community)
For even more advanced use cases, you can create additional custom fields to roll up to Contacts on the Community Member object in Salesforce. To do this create rollups on the Community Member object that derive from the Community Member Activity object (e.g. you could create a rollup indicating number of posts in a certain category or group).
And last but not least, check out some customer inspiration on what you can accomplish with a Hubspot integration!