Hubspot Integration

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Real-time campaign personalization in the space underneath your outbound email signature from within HubSpot workflows.

Example 1

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

Example 2

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

Activating the HubSpot Integration

Note: HubSpot Admin Privilege is Required

  1. Go to the Manage dropdown menu, then go to Domain Settings

  2. On the navigation menu within Domain Settings, click Integrations → Hubspot

  3. Click the Connect button.  

NewUI

  1. HubSpot will ask to grant access Opensense access to the HubSpot API

Note: Once the permissions are granted, it will automatically turn on Frictionless Landing Pages and imports the Hub ID.

  1. When API access is granted successfully, the following landing page will appear. Click here to continue to redirect to the Opensense Portal, or simply close the browser tab.

Adding Opensense Custom Properties in HubSpot

  1. In HubSpot, click the Settings Gear Icon

  1. Click Properties, then click Create a Property  

  • sgenads - Use a workflow to update this contact field with the name of the banner you want to display. This assigns a dedicated static banner, which is less dynamic than using sgentags.

    • Label: sgenads

    • Description: Opensense Ads (Static)

    • Object Type: Contact

    • Field type: Single-line text

  • sgentags- Use a workflow to update the contact field with the banner tag value associated with multiple banners. The contact will see any banner that is tagged with the same value as their sgentags field.

    • Label: sgentags

    • Description: Opensense Ads (Campaign Tag)

    • Object Type: Contact

    • Field type: Single-line text

  1. When these steps are completed, contact your Opensense Account Manager (or the help desk) for testing and training.

Opensense Support

For further assistance, contact Opensense Support:

  • Email: help@opensense.com

  • Knowledge Base: help.opensense.com