Connect HubSpot to Sequenz.

What the integration does

Connect HubSpot once and your contacts become leads you can put into email, LinkedIn and WhatsApp sequences, with no CSV exports. Every touch is logged back on the contact, so your team sees the outreach where they already work.

After the first import, Sequenz pulls what changed in HubSpot every 15 min on Growth, every 5 min on Scale and every 1 min on Enterprise. A contact who is already a lead is updated, never added twice. A contact who opted out of email in HubSpot arrives in Sequenz already suppressed, so no campaign contacts them.

Before you start

• A Sequenz workspace on Growth or higher (from €69 per seat a month, or €55 billed yearly). CRM sync is not part of the 14-day trial or Starter; on those you can bring leads in from a CSV file or a Google Sheet instead.
• A HubSpot account you can sign in to and approve apps for.
• One CRM per workspace: if Pipedrive is connected, disconnect it first.

Connect HubSpot

1. 1In Sequenz, open Automations, then Channels, then CRM.
2. 2Next to HubSpot, click Connect. Sequenz sends you to HubSpot.
3. 3Sign in to HubSpot, choose the account you want to connect, and approve the access.
4. 4Back in Sequenz, pick the Data region for your CRM data, then tick I accept HubSpot’s Data Processing Agreement.
5. 5Click Connect HubSpot. The first import starts straight away and runs in the background, so you can keep working while it finishes.

A HubSpot account can be connected to one Sequenz workspace at a time. If it is already connected elsewhere, Sequenz says so and does not connect it twice.

Put HubSpot contacts into a campaign

1. 1Open Campaigns and click New campaign.
2. 2In the first step, choose Import leads into a new list, then From your CRM.
3. 3Pick your HubSpot connection. You can narrow the contacts by their status in Sequenz, for example only New. Sequenz shows how many match and a few of them.
4. 4Name the list and click Add. One add takes up to 10,000 contacts. Contacts who opted out or bounced join the list, but no campaign contacts them.

To add contacts to a campaign you already have, open it, go to its Leads tab and choose Add leads. Nothing is sent until you launch the campaign.

What Sequenz writes to HubSpot

Each email sent, open, click, reply and bounce, each WhatsApp message, each LinkedIn action and each booked meeting is added to the contact in HubSpot as a completed task. They are collected and sent in small batches, so expect them within about an hour. A workspace admin can switch any of these kinds off under Details on the connection, in What reaches HubSpot.

Two things change on the contact itself. A campaign’s Write to CRM step can set its Lead status. And when you correct a lead’s name, email or phone in Sequenz, the same correction is sent to the HubSpot contact, so both hold the right details.

Sequenz adds activities to HubSpot. On a contact it changes only the lead status, when a campaign step sets it, and the name, email or phone, when you correct them on the lead in Sequenz. It never edits or deletes your companies or deals, and it never creates custom properties or objects.

Disconnect

In Sequenz, open Channels, then CRM, and click Disconnect…. Type DISCONNECT to confirm.

Sequenz then removes its app from your HubSpot account (HubSpot emails the account’s admins to say so), ends its access and deletes the sign-in tokens it stored. Leads already imported stay in Sequenz until you delete them.

Always disconnect from Sequenz. Removing the app inside HubSpot alone does not end the connection in Sequenz.

Your data

The primary home of your data is the UK (London). The tokens HubSpot gives us are stored encrypted, and Sequenz never sees your HubSpot password. Read how we handle personal data in our privacy notice, and the data processing agreement that covers your workspace.

Help and support

Write to info@sequenz.ai or use the contact form. Tell us your workspace name and what you saw; never send a password.