Connect
Open Integrations in the sidebar, click HubSpot, then Connect, and approve ManyPI in HubSpot. If ManyPI asks for a token instead, connect with a private app:1
Open Private Apps
In HubSpot, open Settings → Integrations → Private Apps (or go
straight to private apps).
2
Create a private app
Under Scopes, tick
crm.objects.contacts.read and
crm.objects.contacts.write.3
Copy the token
Create the app, copy its access token (it starts with
pat-), and paste
it in ManyPI.What you can do
Import contacts
Import contacts
Open the HubSpot connection under Integrations and click Import HubSpot
contacts. Choose what they are:
- Prospects to reach out to become leads you can add to campaigns.
- Existing customers go on your do-not-contact list, so nobody you already work with gets cold email.
Send leads
Send leads
In Leads, tick the leads you want (or filter the list), open
Export, and click Send to HubSpot. Leads already in HubSpot with the
same email are updated, not duplicated.
Add leads automatically
Add leads automatically
Two switches on the connection, both on by default:
- Add leads who reply positively, with their reply as a note.
- Add leads who book a meeting, with the meeting as a note.
