How do I integrate Retention.com with HubSpot?

You can integrate your Retention.com account directly with HubSpot.

An integration between Retention.com and HubSpot does three things:

  1. Automatically sends contacts acquired in your Retention.com account to HubSpot, into a list of your choosing.
  2. Automatically suppresses existing contacts in your HubSpot account.
  3. Ability to set up custom filters to sync filters (ie, send leads from different domains to different lists or ESPs).

What you’ll need

1. Your Access Token. Go to Settings > Integrations > Private Apps.

2. Click Create a private app.

3. Give the app a Name and Description.

4. Click Scopes and select these:

crm.objects.contacts.write

crm.schemas.contacts.write

crm.lists.write

crm.lists.read

crm.schemas.contacts.read

crm.objects.contacts.read

5. Click Create app.

6. Click Continue creating.

7. Click Show token. When it appears, click Copy.

8. We also recommend you create the list name you’d like to sync your contacts to in HubSpot prior to integrating. This can be done under Contacts > Lists.

9. Click Create list if the list you’d like to use does not already exist. It needs to be a static list.

To get started

1. Click on Integrations from the left navigation panel in Retention.com. Then, click Available Integrations at the top and choose the HubSpot icon:

2. Enter your Access Token and then click Connect.

3. Set up your Contact Suppression. Once you enable automatic suppression, Retention.com will sync your regular, opt-in list from your ESP and add it to your Retention.com suppression list. This prevents you from paying for contacts you already have. Once you’ve enabled this option, the sync will run daily at 6 p.m. EST.

Choose either YES or NO to suppress contacts. If you choose to automatically suppress your contacts (YES), pick either daily contact suppression (recommended) or one time suppression. 

Daily contact suppression: This action will load all of your contacts from HubSpot into your Retention.com suppression list and will automatically import new contacts every day into your suppression list.

One time suppression: This action will only run once and load your current HubSpot contacts into your Retention.com suppression list.

When you’re finished, click Next.

4. Then, click Yes to upload your collected contacts. Choose a static list to sync them to. Pick a list from the drop-down menu. Then, choose whether you want to enable custom sync options. 

If you check the box to enable custom sync options, that will display five options: filter by email domain, full or portion of a landing page URL, landing page domain, state, and referrer URL.

This feature allows you to filter your Retention.com contacts before you send them to your ESP. For example, you can send all contacts who hit different landing pages to separate lists. Or, send all of your California leads to one ESP and Texas leads to another.

Email domain: This field auto-fills/populates with email domains (ex. Gmail, Yahoo Mail, AOL, etc.) from your collected contacts. 

Full or portion of a landing page URL: If you’ve put the script on several pages or the entire site, this field allows you to pull out contacts who have only hit Landing Page A or Landing Page B. This option does not auto-populate, so you will have to add in the exact URL. 

Landing page domain: If you added script to both Retention.com and Robly.com, for example, the landing page domain would be either Retention.com or Robly.com. This field will auto-populate. 

State: This filter allows you to pull out only contacts from one or more states. 

Referrer URL: This is the URL the contact comes to your site from.

When you’re finished, click Next. 5. Choose whether or not you want to enable the HubSpot integration now. Once you enable the integration, your suppression and collection sync settings will apply and begin. Then, click Finish.

6. Once the integration is complete, you will see the integration date, API details, contact suppression, and the option to set/change the list it’s synced to. You can also Remove the integration from this page at the top.

Change the sync’d list

1. To change the list you’ve synchronized with, click Integrations > Dots Settings.

2. Click the pencil icon next to Contact Sync. Click Yes next to Upload collected contacts if you haven’t already. Then, choose a new list from the dropdown menu. You can also adjust your custom sync options here. Click Save.

Change suppression

1. To change your contact suppression preferences, click Integrations in the left-hand navigation. Then, click the three dots next to the integrated program and select Settings.

2. Click the pencil/edit icon next to Contact Suppression.

3. Click Yes to automatically suppress your contacts. Then, choose whether you want to suppress daily or just this (single) time. When you’re done, click Save. We recommend you use daily sync.

Remove the integration

1. To remove the integration, click Integrations > Dots Remove.

Sync summary You can view your daily sync history under Sync Summary on your integration page. It will show you the date, number of completions, if there are any failures, and the number that are in the queue.

To access all of your sync history, click View Full History under Sync Summary. If there’s a failure, it will show the email address, what type of failure has occurred under ESP Feedback, and the date and time of the failure.

If you have questions about the error message, you can contact support at support[at]retention[dot]com.