HubSpot Installation Guide

This guide walks you through connecting your HubSpot account to OptiMail for email deliverability monitoring.

Prerequisites

Before you begin, ensure you have:

• An active OptiMail account
• A HubSpot account with Marketing Hub Professional or Enterprise (for email features)
• Admin or Super Admin access to your HubSpot portal

Step 1: Navigate to Integrations

1. Log in to your OptiMail account at app.optimail.ai
2. Click on Integrations in the left sidebar
3. Find the HubSpot card and click Connect

Step 2: Authorize HubSpot

1. You'll be redirected to HubSpot's authorization page
2. If you're not already logged in, enter your HubSpot credentials
3. Select the HubSpot portal you want to connect
4. Review the permissions OptiMail is requesting:
   • Content access - To read your marketing email campaigns and statistics
5. Click Grant access to authorize the connection

Step 3: Automatic Data Sync

Once you authorize the connection:

1. OptiMail automatically syncs all your campaign data from HubSpot
2. This includes all sent and published marketing emails with their statistics
3. The initial sync begins immediately after authorization
4. You'll be redirected back to OptiMail once the connection is established

Note: There's no need to configure sync settings - OptiMail automatically imports all your campaign data.

Step 4: Verify the Connection

To ensure everything is working:

1. Go to your OptiMail Dashboard
2. You should see HubSpot listed under Connected Platforms
3. Wait a few minutes for the initial sync to complete
4. Your HubSpot email campaigns should appear in the Campaigns section

Manual Sync

If you need to refresh your data:

1. Go to Integrations in the left sidebar
2. Find the HubSpot card
3. Click the Sync button to manually trigger a data refresh

What Data Does OptiMail Access?

OptiMail reads the following data from HubSpot:

Data Type	What We Use It For
Marketing emails	Track deliverability and performance
Email statistics	Analyze open rates, click rates, and engagement
Bounce data	Identify deliverability issues
Spam reports	Monitor sender reputation

Note: OptiMail has read-only access and cannot modify your HubSpot data.

Troubleshooting Connection Issues

"Access Denied" Error

• Ensure you have Admin access to the HubSpot portal
• Check that your HubSpot subscription includes Marketing Hub

"Portal Not Found"

• Make sure you're logged into the correct HubSpot account
• Try disconnecting and reconnecting

Data Not Syncing

• Allow up to 15 minutes for the initial sync
• Use the manual Sync button to refresh data
• Verify your HubSpot portal has email campaigns

Connection Expired

HubSpot OAuth tokens expire periodically. If you see a "reconnection required" message:

1. Go to Integrations in the left sidebar
2. Click Reconnect on the HubSpot card
3. Re-authorize access

Disconnecting HubSpot

To disconnect your HubSpot account:

1. Go to Integrations in the left sidebar
2. Find the HubSpot card and click Disconnect
3. Confirm the disconnection

Note: Disconnecting will stop data sync but won't delete historical data in OptiMail.

Next Steps

• Test Your HubSpot Integration
• Understanding Your Dashboard
• Deliverability Best Practices