HubSpot CRM Integration
Connect WarmySender to HubSpot CRM to automatically sync prospect activity and campaign data.
What This Integration Does:
- Automatically create or update HubSpot contacts when prospects reply, open, or click.
- Log campaign activity (emails sent, opens, clicks, replies) as timeline events on HubSpot contact records.
- Create deals or tasks in HubSpot when a prospect replies to your campaign.
- Keep your suppression list in sync — bounced or unsubscribed contacts are flagged in HubSpot.
Setup Option 1: Direct Webhook (Recommended)
Step 1: Create a webhook handler
Build a simple endpoint on your server (or use a serverless function like AWS Lambda, Vercel, or Cloudflare Workers) that receives WarmySender webhook events and calls the HubSpot API.
Step 2: Configure the webhook in WarmySender
• Go to Settings > Webhooks > Create Webhook.
• Enter your handler endpoint URL.
• Subscribe to events: reply.received, email.opened, email.clicked, email.bounced, email.unsubscribed.
• Save and copy the webhook secret for signature verification.
Step 3: Map events to HubSpot actions
In your webhook handler, call the HubSpot API based on the event type:
• reply.received → Create/update contact, create a deal, log a note: POST /crm/v3/objects/contacts (HubSpot API)
• email.opened → Update contact property 'last_engagement_date', log timeline event
• email.clicked → Update contact property, log the clicked URL as a note
• email.bounced → Set contact property 'email_status' to 'invalid'
• email.unsubscribed → Set contact property 'hs_email_optout' to true
Step 4: Test
Click 'Test' in WarmySender webhook settings. Verify the test event reaches your handler and creates a record in HubSpot.
Setup Option 2: Via Zapier (No Code)
See the 'Zapier Integration' guide below for a no-code approach using Zapier as the middleware between WarmySender webhooks and HubSpot.
HubSpot API Reference:
- Contacts API: POST /crm/v3/objects/contacts
- Deals API: POST /crm/v3/objects/deals
- Notes API: POST /crm/v3/objects/notes
- Authentication: Use a HubSpot Private App token (Bearer auth).
Best Practices:
- Use HubSpot's 'upsert' (createOrUpdate) to avoid duplicate contacts — match by email.
- Map WarmySender prospectId to a custom HubSpot property for traceability.
- Log the campaign name and step index in HubSpot notes for context.
- Set up HubSpot workflows to auto-assign deals to sales reps when a reply is received.