Note: This offering is currently in closed beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.
The HubSpot integration with Pendo Orchestrate allows you to incorporate existing HubSpot emails into your cross-channel journeys. You can repurpose Hubspot emails to streamline the journey-creation process in Orchestrate. For information about Orchestrate, see Overview of Orchestrate.
Prerequisites
To use the HubSpot integration with Pendo for email journeys in Orchestrate, you must have:
- Pendo Orchestrate included in your subscription.
- Admin permissions in Pendo. For more information, see Roles and permissions.
- One of the following HubSpot subscriptions: Marketing Hub Professional, Marketing Hub Enterprise, or Legacy Marketing Hub Basic.
If you get an error message stating that you don't have access to the integration, check that all the prerequisites are met.
Set up the integration
- In Pendo, go to Settings > Integrations.
- Find and open the HubSpot tile.
- Select Set up under HubSpot Email.
- Enter your HubSpot email account under Connect your HubSpot account.
- Select Next. This opens a Connecting Pendo to HubSpot window.
- Select your account. If you don't have an existing account connected, you're prompted to sign in to HubSpot.
- Select the visitor metadata in Pendo that includes your visitor email address. This is so that we can map the email address in Pendo with the email address in HubSpot. If there's no visitor email address, then they don’t receive the email.
- Select Choose Account and then Finish.
You can only connect one HubSpot account to Pendo Orchestrate at a time. To switch accounts, disconnect the current account and connect the new account through the integration's settings.
User experience of the integration
After you've integrated HubSpot with Orchestrate, you can add an existing HubSpot email to a journey in Orchestrate. For full instructions on how to set up a journey in Orchestrate, see Add messages to your journey.
The email must already exist in HubSpot. You can't edit the HubSpot email from Pendo. Any changes that you make to the subject line of an email from HubSpot automatically updates the subject line of the email in Pendo.
After implementing a journey in Orchestrate that includes a HubSpot email, you can view the email's metrics in HubSpot. Data collection for the email stops when the journey ends.