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Integrate HubSpot with Dotdigital

Connect your HubSpot CRM to Dotdigital to sync contacts, company and deal information, custom properties, opt‑in status, and HubSpot events directly into your account.

Written by Bartlomiej Rekosiewicz
Updated yesterday

HubSpot is widely used across marketing, sales, and service teams. Our integration lets you sync key CRM data into Dotdigital to power advanced segmentation, personalisation, and automation across email.

The integration supports one‑way and two‑way syncing, including the ability for Dotdigital to update email opt‑in status back into HubSpot.


What you can do

  • Sync contacts from HubSpot into Dotdigital.

  • Sync all contacts or specific lists.

  • Sync email opt‑in status one‑way or two‑way.

  • Choose which HubSpot entities provide data for field mapping:

    • Contacts - for example, email, name, birthday, gender

    • Companies - for example, industry, sector, company size

    • Deals - for example, deal stage, deal value, MRR, closed‑won date

    • Leads - for example, lead qualification status

  • Map custom HubSpot properties, including deal values, industry, MRR, and lifecycle stage to Dotdigital contact fields.

  • Sync HubSpot marketing events, form submissions, and custom events as custom Insight data.

  • Access full historical event data.

Dotdigital only writes opt‑in status back into HubSpot.

All other data flows one way: HubSpot > Dotdigital.

Before you start

Things you need to know:

  • You need to have a HubSpot account with access to the objects you want to sync.

  • You need to have an editable opt‑in field in HubSpot.

    The field cannot be read‑only if you want two‑way syncing.


1. Integrate HubSpot with Dotdigital

  1. In Dotdigital, go to Connect > Integrations.

  2. Under Self‑serve, select HubSpot.

  3. Select +ADD.


2. Connect your accounts

  1. Read the integration overview, then select NEXT.

  2. Select Connect account.

  3. Log in to HubSpot when prompted.

  4. Choose the HubSpot account you want to connect.

  5. Review and approve the requested permissions.

  6. Select CREATE, then NEXT.


3. Choose entity types

Choose which HubSpot entities to make available during field mapping. This determines which HubSpot properties appear in the field‑mapping step.

You can include:

  • Contacts

  • Companies

  • Deals

  • Leads

  1. Choose entity type.

  2. Select NEXT.


4. Choose the sync scope

  1. Choose which HubSpot contacts Dotdigital imports:

    • All contacts

    • Specific lists
      If you select Specific lists, Dotdigital only syncs contacts in the selected lists. You select lists in the next step.

  2. Select NEXT.


5. Select lists

This step only appears if you selected Specific lists in the previous step.

  1. Select the HubSpot lists you want to sync.
    You can choose:

    • Select all
      This option is dynamic, any new lists created in HubSpot in the future are automatically included and synced to Dotdigital.

    • Individual lists

  2. Select NEXT.


6. Sync email opt‑in status

Choose whether to sync email opt‑in status between HubSpot and Dotdigital.

  1. Under Sync opt-in status, select Yes or No.

  2. Select NEXT.


7. Send resubscribe confirmation

Choose if you want to send a confirmation email when contacts resubscribe.

  1. Select Yes or No.

  2. Select NEXT.


Configure opt-in sync direction

Choose how opt‑in status should sync.

  1. Under Sync direction, select:

    • HubSpot to Dotdigital only, or

    • Two‑way sync

  2. Select NEXT.

How conflicts are resolved

If both systems have updated a contact’s opt‑in status, Dotdigital compares timestamps:

  • HubSpot stores a field‑level timestamp

  • Dotdigital stores a record‑level timestamp

The system with the most recent timestamp updates the opt‑in status.

Choose the opt‑in status field

  1. Under Opt-in status field, select the HubSpot field that contains the contact’s consent.

  2. Select NEXT.

Set email opt‑in values

Define which HubSpot values represent:

  • Fallback value - used when the field is empty or contains an unexpected value.

  • Opted-in

  • Opted-out


8. Map contact fields

Map HubSpot properties to the appropriate fields in Dotdigital. The initial fields are already pre-mapped for you.

Dotdigital requires email or mobile number to sync a contact.

  1. Select a Dotdigital field.

  2. Select a HubSpot property.

  3. Repeat as needed.

  4. Select NEXT.


9. Select event types to sync

Choose which categories of HubSpot events you want to sync into Dotdigital as custom Insight data collections.

Dotdigital imports the full event history, not just the most recent event.

  1. Select the event types you want to sync, for example, marketing events, form submissions, custom events.

  2. Select NEXT.


10. Select individual events

Event types are categories, such as form submissions or marketing events. After you choose the categories, you then select the specific individual events you want to sync within each type.

For each event type you selected, Dotdigital shows a dedicated screen where you choose which specific events to sync, for example, if you selected three event types, you see three separate selection screens, one for each type.

  1. On each screen, select the individual events, such as specific forms or specific marketing events, that you want to sync.

  2. Select NEXT to continue to the next event type.

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