Connecting HubSpot to Opensense

Overview

The HubSpot integration gives you real-time campaign personalization in the space under your outbound email signature, from within HubSpot workflows. For example:

Example 1

Personalized banners for events, that go out only to senior management roles or higher.

Example 2

Event registrants get a "Thank you" banner with relevant information, such as speaker spotlights, on random rotation.

Connecting HubSpot

Before you start

You need HubSpot admin privileges.

1. In the Opensense portal, open the Manage menu, and select Domain Settings.

2. In the Domain Settings menu, select Integrations > HubSpot.

3. Select Connect.

   

4. HubSpot asks you to grant Opensense access to the HubSpot API. Grant it.

5. When access is granted, a landing page confirms the installation. Select Click here to continue to go to the Opensense portal, or close the browser tab.

   

What connecting turns on

When you grant the permissions, Opensense automatically turns on Frictionless Landing Pages and imports your Hub ID.

Adding the Opensense properties in HubSpot

Opensense reads two custom contact properties, sgenads and sgentags. Create both:

1. In HubSpot, select the settings icon in the top navigation bar.

   

2. In the left sidebar, select Properties.

3. In the Select an object menu, select Contact properties.

   

   The screenshot shows an older layout of HubSpot’s property settings, with the objects as tabs and the button named Create a property.

4. Select Create property, and enter the values below. To add the description, select Edit more options.

5. Select Create.

6. Repeat for the second property.

Setting	sgenads	sgentags
Label	sgenads	sgentags
Description	Opensense Ads (Static)	Opensense Ads (Campaign Tag)
Object type	Contact	Contact
Field type	Single-line text	Single-line text
What the workflow writes	The name of the banner to display. This assigns one dedicated, static banner, which is less dynamic than sgentags.	A banner tag value shared by multiple banners. The contact sees any banner tagged with the same value as their sgentags field.

Use a HubSpot workflow to update these contact properties.

Testing and training

When you’ve finished these steps, contact your Opensense account manager (or the help desk) for testing and training.

What’s next

• Assigning Opensense tags with a HubSpot workflow
• Targeting with CRM or marketing automation platforms

For further help, contact Opensense Support at help@opensense.com.