Hubspot
In this guide, you’ll learn how to activate the HubSpot integration in Prepr CMS. This integration allows you to include HubSpot lists in your Prepr segments allowing you to render adaptive content to known HubSpot contacts.
The HubSpot integration is available for free during the beta phase. Activate it by clicking the Try for Free link on the Integrations page.
Introduction
Hubspot is a CRM used to generate leads, close deals and improve customer experiences. If Hubspot is your primary customer data management system, then you can integrate HubSpot lists to Prepr.
Activating HubSpot integration to include HubSpot lists
Get the HubSpot access token
You can activate the HubSpot integration in Prepr with the following steps:
- Log in to HubSpot and click the icon to open the settings.
- In the left navigation, expand the Integrations option, and click Private Apps.
- Click the Create a private app button and enter a Name for the app in the Basic info section.
- Click the Scopes tab and click the + Add new scope button. Under the CRM section, select the
cmr.lists.read
and thecrm.schemas.contacts.read
scopes. Click the Update button. - Finally, click the Create app button to generate the access token.
- Make sure to copy the access token and keep it in a safe place.
Activate HubSpot in Prepr
Now that you have the HubSpot access token, you can activate the HubSpot integration in Prepr as follows:
- Log in to your Prepr account and go to Settings → Integrations and choose HubSpot. Click the Activate button.
If you do not have access to the HubSpot integration yet, click Request activation. Our Sales team will get in touch with you shortly to activate your request.
- In the HubSpot app screen, paste the copied Access token value and click the Save button.
That's it. You’ve connected Prepr to HubSpot making the HubSpot lists available in your Prepr segments.
Include HubSpot contacts in your Prepr segments
To include HubSpot contacts in your Prepr segments, follow the steps below:
-
Go to Segments → + Add segment.
-
In the default condition, click the view link open the Filter options.
-
Open the HubSpot tab and click the Lists link.
- You can then choose one or more of your HubSpot lists from the drop down. Click Save to create the HubSpot segment.
Now, the segment is available to use in adaptive content. Check out the Adaptive content doc for more details.
That’s it. The HubSpot integration is activated and you can create adaptive content for your HubSpot contacts.
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