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
In Dotdigital, go to Connect > Integrations.
Under Self‑serve, select HubSpot.
Select +ADD.
2. Connect your accounts
Read the integration overview, then select NEXT.
Select Connect account.
Log in to HubSpot when prompted.
Choose the HubSpot account you want to connect.
Review and approve the requested permissions.
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
Choose entity type.
Select NEXT.
4. Choose the sync scope
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.
Select NEXT.
5. Select lists
This step only appears if you selected Specific lists in the previous step.
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
Select NEXT.
6. Sync email opt‑in status
Choose whether to sync email opt‑in status between HubSpot and Dotdigital.
Under Sync opt-in status, select Yes or No.
Select NEXT.
7. Send resubscribe confirmation
Choose if you want to send a confirmation email when contacts resubscribe.
Select Yes or No.
Select NEXT.
Configure opt-in sync direction
Choose how opt‑in status should sync.
Under Sync direction, select:
HubSpot to Dotdigital only, or
Two‑way sync
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
Under Opt-in status field, select the HubSpot field that contains the contact’s consent.
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.
Select a Dotdigital field.
Select a HubSpot property.
Repeat as needed.
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.
Select the event types you want to sync, for example, marketing events, form submissions, custom events.
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.
On each screen, select the individual events, such as specific forms or specific marketing events, that you want to sync.
Select NEXT to continue to the next event type.
