Overview

Use your existing HubSpot account to send transactional emails, enroll contacts in automation workflows, and sync contacts to lists — all powered by Simon's segmentation and customer data. Combine Simon's rich customer profiles with HubSpot's marketing tools to drive personalized, targeted campaigns at scale.

Authentication

Simon connects to HubSpot via OAuth, so you don't need to manage API keys.

Pre-requisites

• A HubSpot account with permission to install integrations.
• Permission to read and write contacts, lists, automation workflows, and transactional email in HubSpot.

Authenticate in Simon

1. From the left navigation, expand Admin Center, then click Integrations.
2. Scroll to HubSpot, then click Add.
3. You'll be redirected to HubSpot to authorize Simon. Sign in to HubSpot if prompted, then choose the HubSpot account you want to connect and click Connect app.
4. After authorizing, you'll be redirected back to Simon. A successful connection displays Connected in green.

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Refreshing your connection

Simon automatically refreshes your HubSpot access token before it expires. If your connection ever shows as disconnected, return to Admin Center > Integrations and click Edit on the HubSpot tile to re-authenticate.

Actions

After authenticating, create a flow in Simon and choose one of these available actions:

• Send Single Email to Contact — send a transactional email using a HubSpot template.
• Add Contact To Automation Workflow — enroll contacts into a HubSpot automation workflow, optionally updating contact properties first.
• Sync Contact to List — keep a HubSpot list in sync with a Simon segment.

Some actions are only available in specific flow types: