Sending Email Campaigns To HubSpot CRM Contacts
Prerequisites
You’ll need a HubSpot CRM account with some contacts in it. HubSpot CRM has a free plan, which is a great option if you need a full-featured, free CRM.
How do I send an email campaign to HubSpot CRM contacts using MergeMail?
To send a MergeMail campaign to HubSpot CRM contacts, you can import some or all of your HubSpot CRM contacts into a Google Sheet, then send the campaign as you usually would using MergeMail.
Because MergeMail supports using any Google Sheet columns to do a mail merge, you can export any HubSpot CRM field into a Google Sheet and then use it as a Variable when composing your email. Thus, you can send each contact a highly-personalized email.
There are a few options for importing your HubSpot CRM contacts into a Google Sheet.
Method 1: Automatically sync HubSpot contacts into a Google Sheet using G-Accon
First, install the G-Accon add-on for HubSpot and Google Sheets. This add-on will sync some or all of your contacts into a Google Sheet. It lets you create filters to only sync some of your contacts into the Google Sheet, and it also lets you choose custom fields to sync. See their documentation for more information.
Method 2: Automatically sync HubSpot contacts into a Google Sheet using Zapier or Automate.io
You can use either Zapier or Automate.io to sync some or all of your contacts into a Google Sheet. Both integrations are fairly flexible and offer customization of what data is synced.
To do this, choose one of their prebuilt integrations that syncs contacts into rows in a Google Sheet:
Method 3: CSV export/import
The simplest but least automated method is to export your contacts to a CSV, then import that CSV into a Google Sheet.
Sending a campaign to your contacts
After syncing your HubSpot contacts into a Google Sheet using one of the methods above, you can choose that Google Sheet when sending a MergeMail campaign. If you haven’t sent a MergeMail campaign before, you can see how to do so in our Quick Start.