This article describes how to set up a HubSpot-ActiveCampaign integration. If you are using Mailchimp see this guide instead.

This article covers:

  1. Common frustrations

  2. How our ActiveCampaign to HubSpot integration works

  3. How to set up automatic contact sync from HubSpot to ActiveCampaign

  4. How to set up automatic engagement recording from ActiveCampaign to HubSpot

  5. Tips, observations, and useful definitions


What is the most common point of frustration people have when using HubSpot and ActiveCampaign? It's only possible to sync contacts between the two systems.

It's possible to connect HubSpot CRM and ActiveCampaign with HubSpot's own Data Sync tool. It syncs contacts both ways, but does not log email engagement in HubSpot. Further, you have to purchase the $45 Operations Hub Starter subscription to use custom field mappings.

Outfunnel takes care of these limtations. Our integration syncs all your existing HubSpot CRM contacts to ActiveCampaign, along with any and all custom fields, keeps the lists up to date, and records all email engagement on the contact profiles in HubSpot.


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How our HubSpot-ActiveCampaign integration works

  • Make all HubSpot contacts or subset(s) you define with filters available in an ActiveCampaign list, along with your custom contact and company fields.

  • Keep the two databases in-sync going forward. E.g. if a custom text field is updated in HubSpot, this is recorded in ActiveCampaign automatically.

  • Record ActiveCampaign email engagement on the contact profiles in HubSpot when people open or click on ActiveCampaign email campaigns.

  • New ActiveCampaign subscribers can be copied to HubSpot as contacts. Alternatively, new contacts can be copied to HubSpot only when they open or click on an email campaign. (Coming soon)


How to set up automatic contact sync from HubSpot to ActiveCampaign

Watch this quick integration how-to video or follow the steps below.

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose HubSpot and ActiveCampaign as the apps to connect, go through the authentication flow and click on Create connection.

3. In the Sync contacts tab, choose to sync all HubSpot contacts or only contacts you’ve defined with HubSpot lists. Your HubSpot static and active lists will be visible if you click on the dropdown. Learn how to set up HubSpot Lists.

4. Next, choose which ActiveCampaign list you’d like the contacts to be synced to. You can sync different HubSpot lists to different ActiveCampaign lists (e.g. separate email lists for different regions or pipeline stages) or you can sync multiple HubSpot lists to the same ActiveCampaign list (e.g. a list with open deals for each sales rep, all synced to one big newsletter list).

5. Finally, select which fields you’d like to sync to ActiveCampaign with field mapping. You can choose all your Person and Organization fields and custom fields.

Notes

  • It takes 2-5 minutes for your chosen HubSpot contacts to appear in ActiveCampaign.

  • If the field doesn't exist in ActiveCampaign yet, you need to pre-create this first (automatic field creation coming in soon).

How to copy new ActiveCampaign subscribers to HubSpot automatically

Coming soon

New ActiveCampaign subscribers are not copied to HubSpot by default. If you’d like to create new contacts in HubSpot when they are subscribed to one of ActiveCampaign lists, simply set up a rule under the "Sync Contacts" tab.

  1. Choose the ActiveCampaign list to track

  2. Assign the default contact owner

  3. Choose whether you'd like Outfunnel to also create an activity about this in HubSpot

  4. Then, set up field mapping if you haven't already


How to set up automatic engagement recording from ActiveCampaign to HubSpot

If you've already set up contact syncing, skip to step 3.

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose HubSpot and ActiveCampaign as the apps to connect, go through the authentication flow and click on Create connection.

3. In the Record engagement tab, select all the lists from the ActiveCampaign list dropdown that you’d like to sync activity from.

4. Finally, define how you’d like email activities like opens, clicks, bounces or unsubscribes recorded in HubSpot – or simply use our default settings (which we’ve described below).

You can change these settings at any time by clicking on the Edit button on the Connection under App connector.

That’s it! You’re ready to start sending email campaigns from ActiveCampaign and seeing engagement recorded in HubSpot.

Important: The engagements that Outfunnel creates might be hidden at first in HubSpot. Here's how to make them visible:

  1. Make sure you have set up the automation and sent out at least one email campaign from ActiveCampaign.

  2. Open any contact profile in HubSpot and click on "Filter activity" option on the top of the timeline.

  3. Under Integrations section, enable "Outfunnel" (if Outfunnel is not yet visible but you have sent out a campaign, the data sync might have not happened yet. Just open the automation and click on "Sync now". The activities will be created in the next 10 minutes)


Tips, observations, and useful definitions

💡 Sync frequency. Outfunnel syncs some data instantly and some every 4 hours (approximately). You can force a sync when you click on the headline of an Automation and then click the “Sync events now” button.

💡 Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in HubSpot and manual unsubscribes in ActiveCampaign are not recorded. When a contact is unsubscribed manually but they still match a list in HubSpot that is targeted by an automation, then Outfunnel will resubscribe them in ActiveCampaign. If you'd like to manually remove a contact in ActiveCampaign, they need to be permanently deleted under the contact profile in ActiveCampaign.

Learn more about the best ways to manage unsubscribes and bounces.

💡 Email activity is registered on a Contact level. If someone has sent an email, or they open or click in an email, this is registered independently of the deal stage or pipeline in their Contact profile.

💡 Supported campaign types. Outfunnel comprehensively tracks and records data for all ActiveCampaign campaign types.

💡 All engagement is recorded as a new activity type in HubSpot. This applies to sends, opens, clicks, bounces, and unsubscribes. All of these types are easily filterable in HubSpot allowing you to create a list of people based on engagements.

Do you use web forms to collect leads to your lists? See the following integrations to automatically sync contacts from web forms to HubSpot CRM:

Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.

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