LogoLogo
API DocsTemplate GalleryProduct UpdatesContact Us
  • 📬Print & Mail
    • Ready to get started?
      • Pricing details
      • Fast Track Guide
    • Integrations
      • API integrations
        • Action IQ
        • Adobe Marketo Engage
        • Blueshift
        • Braze
        • Customer.io
        • Hubspot
        • Iterable
        • Jotform
        • Klayvio
        • Listrak
        • Make
        • Optimove
        • Salesforce
        • Salesforce Marketing Cloud
        • Segment
        • Simon Data
        • Zapier
      • No-code integrations
        • Agile CRM
        • Freshsales Suite
        • HubSpot
        • Microsoft Dynamics 365
        • Pipedrive
        • Salesforce
        • Salesforce Marketing Cloud
        • Zoho
      • Creative conversion tools
        • Figma plugin
    • Reaching your audience
      • Lob Audience
        • Target Audiences
        • Lookalike Audiences
        • Purchasing Audiences
      • All about addresses
      • Campaign audience guide
      • Additional Lob NCOA functionality
    • Designing mail creatives
      • Artboard layout
      • Creative formatting
        • PDF preflight checklist
        • Exporting PDFs from InDesign
        • Rendering errors
      • Mail piece design specs
        • Postcards
        • Self-Mailers
        • Letters
        • Letter envelopes
        • Letter add-ons
        • Checks
        • Snap packs
        • Booklets
        • Custom mail
      • Maximizing engagement
        • Dynamic personalization
          • Advanced templating (Handlebars)
            • Dynamic table tutorial
        • Adding QR codes
        • Short URLs
        • Informed Delivery
    • Building a mail strategy
      • One-time campaigns or triggered sends?
      • Choosing a delivery strategy
      • Managing mail settings
        • Using metadata
        • Declaring mail use type
      • USPS Promotions Through Lob
        • Tactile, Sensory & Interactive Promotion
        • Integrated Technology Promotion
        • First Class Mail Advertising Promotion
        • Add-Ons
      • Mailing class and postage
        • Certified Mail or Registered Mail
      • International mail
    • Send mail!
      • Launch your first campaign
      • Send mail via Print & Mail API
      • Send campaigns via the Campaigns API
      • USPS Secure Destruction
    • Getting data & results
      • Tracking your mail
      • Mail analytics
      • Measuring attribution
      • Using webhooks
      • Exporting mail data
  • 🏠Address Verification
    • Ready to start AV?
      • US AV product suite
      • International AV suite
      • AV pricing
    • AV best practices
    • AV integrations & libraries
      • AV Elements
      • Shopify App: Address Cleanser
    • AV FAQs
  • 💻Developer Docs
    • API quickstart guide
    • SDKs & libraries
    • Postman & similar tools
    • Error reference
    • Upgrading API version
    • Technical use case guides
      • Mass deletion setup
      • NCOA responses
      • Override cancellation window
      • Visibility of address changes
      • Ingesting tracking events with webhooks
  • 🔑Account Management
    • Signing into Lob
    • API keys
    • Account settings
      • Account-level data logs
    • User settings
    • Billing
      • Lob Credits
      • Lob Payment Methods
      • Sales Tax FAQ
        • Applicable sales tax by state
          • ​Subscriptions and Services
          • Lob Audience
          • Delivery Location for Operational Mail
          • Customer Billing Address for Operational Mail
          • Delivery Location for Marketing Mail
          • Postage Exemption
          • Professional Services
        • Tax exemption guide
  • 📞Resources
    • Getting support
    • Security & privacy
    • Data retention
    • Sustainability
    • Private labeling Lob
    • Direct mail glossary
Powered by GitBook
On this page
  • Overview
  • How to connect Lob to HubSpot
  • Set up an automated campaign in Hubspot
  • Additional notes

Was this helpful?

Export as PDF
  1. Print & Mail
  2. Integrations
  3. No-code integrations

HubSpot

PreviousFreshsales SuiteNextMicrosoft Dynamics 365

Last updated 8 months ago

Was this helpful?

Overview

HubSpot has a customer relationship management (CRM) tool that helps companies manage their contacts, deals, and tasks.

The HubSpot integration with Lob allows you to automate direct mail campaigns within the Lob dashboard, based on any change within your HubSpot instance.

No-code integrations are exclusive to our users on paid plans. Upgrade your to gain access, or contact our to learn more.

How to connect Lob to HubSpot

  1. Within the Lob Dashboard, navigate to the Integrations page and click on the “HubSpot” tile view the HubSpot details page. Click on the “Connect” button to begin.

  2. This will open a modal to create a new HubSpot account or sign in to an existing one. If you’re already logged into HubSpot in another window or tab, it may auto-detect. Enter the credentials for the HubSpot account you want to connect.

  • The account used must have permission to share Contact information to authenticate.

  1. After authentication, Lob will begin the ‘Connect’ phase, reading your HubSpot schema. This async process may take a few minutes, depending on the size of your HubSpot instance. You will receive an email when it’s complete.

  2. Once you have successfully connected your Hubspot account to Lob, the label will show “Connected."

  • After the initial connection, Lob will update to pull the latest schema from your account. Changes to HubSpot objects or columns will be reflected once complete.

  • This can also be completed manually if you need to pull in these changes prior to building a campaign: From the Integrations page, then the HubSpot Integration Details page, click “Refresh Schema."

Once you’ve successfully connected Lob to your Hubspot account, you are ready to begin the Campaigns workflow. See for a general overview, or watch the detailed video tutorial below.

Set up an automated campaign in Hubspot

Additional notes

  • After the initial connection, Lob will update to pull the latest schema from your account. Changes to HubSpot objects or columns will be reflected once complete.

  • This can also be completed manually if you need to pull in these changes prior to building a campaign: From the Integrations page, then the HubSpot Integration Details page, click “Refresh Schema."

📬
Print & Mail edition
sales team
set up an Automated campaign