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HubSpot

The Sesamy HubSpot integration syncs subscriber data into HubSpot CRM contacts, keeping subscription properties up to date on every event.

Overview

HubSpot is a comprehensive CRM and marketing automation platform. Once connected, Sesamy automatically creates and updates HubSpot contacts with subscription data, active product information, and user profile details. Unlike other Sesamy integrations, HubSpot uses contact properties for segmentation rather than tags.

Setup

To connect HubSpot, you need to create a Private App in your HubSpot account and provide the access token to Sesamy.

1. Create a HubSpot Private App

  1. In your HubSpot account, go to Settings > Integrations > Private Apps
  2. Click Create a private app
  3. Give the app a name (e.g., "Sesamy Integration")
  4. Under Scopes, grant the following permissions:
    • crm.objects.contacts.read
    • crm.objects.contacts.write
    • crm.schemas.contacts.read
    • crm.schemas.contacts.write
  5. Click Create app and copy the access token

Dedicated Private App

We recommend creating a dedicated Private App for Sesamy rather than reusing an existing one. This makes it easier to manage permissions and revoke access if needed.

2. Provide the Access Token

Send your HubSpot Private App access token to Sesamy support to complete the setup. Sesamy stores the token securely and uses it to sync contact data.

What Gets Synced

Contact Properties (Always Updated)

These properties are updated on every event, regardless of whether the contact is new or existing.

FieldTypeDescription
emailstringUser's email address
sesamy_user_idstringSesamy user ID
has_active_subscriptionstring"true" or "false"
active_subscription_countstringNumber of active subscriptions
canceled_subscriptions_countstringNumber of ended subscriptions
subscription_typestringSemicolon-separated list of active product titles

The subscription_type field contains a semicolon-separated list of active product titles, for example: Premium Magazine - Monthly;Digital Access - Annual. The integration automatically creates missing dropdown options in HubSpot when new product types appear.

Contact Properties (Conditionally Updated)

These properties are only written when the contact is new or the field is currently empty in HubSpot. Existing values are never overwritten.

FieldTypeDescription
firstnamestringUser's first name
lastnamestringUser's last name
phonestringUser's phone number

Existing data is preserved

The integration never overwrites name or phone data that already exists in HubSpot. If you need to update these fields, do so directly in HubSpot.

Events

The HubSpot integration responds to all eight standard Sesamy events. Every event triggers the same behaviour: the contact is created (if new) or updated with the latest user and subscription data.

See Event Types for the full list of events.

Important Notes

  • No tags -- unlike Mailchimp, Rule, and Make, HubSpot uses contact properties for segmentation rather than tags. See Integration Concepts for how other integrations handle tags.
  • Users without email are skipped -- the integration requires an email address to create or update a contact. Users without one are silently skipped.
  • Rate limits are respected -- HubSpot enforces API rate limits. The integration handles rate-limited responses (HTTP 429) by retrying with exponential backoff.
  • Dropdown options are auto-created -- the subscription_type property is a dropdown. When a new product title appears, the integration automatically creates the corresponding option in HubSpot.

Alternative Integration Method

For more advanced integrations, you can use both APIs directly:

Next Steps

  • Integration Concepts -- shared concepts, event types, and error handling
  • Mailchimp -- email marketing with merge fields and tags
  • Rule -- Nordic marketing automation with 50+ custom fields
  • Handling Webhooks -- build your own webhook endpoint
  • Make.as -- subscriber data, product catalogues, and subscription sync

Released under the MIT License.