Fresh Relevance’s integration with HubSpot lets you automate personalized marketing using real‑time behavioral data from your website.
Once connected, you can:
Enroll contacts into HubSpot workflows when specific Fresh Relevance triggers fire, for example, abandoned cart or abandoned browse.
Pass dynamic content from Fresh Relevance, such as HTML cart layouts, directly into HubSpot custom properties for use in emails.
Control opt‑in permissions and subscription preferences automatically as contacts enter workflows.
Before you start
Things you need to know:
You need to have your login details for your HubSpot account with permissions to create custom properties, workflows, and manage marketing contacts.
Prepare HubSpot
Before creating a messaging channel in Fresh Relevance, set up the following in HubSpot:
Create a custom property
To send Cart HTML to each contact, create a Rich Text custom property in HubSpot.
You can choose any property name, it will be mapped later to the Fresh Relevance cart_html field.
Using any other property type can cause marketing emails to render incorrectly.
For detailed steps, see HubSpot’s Create custom properties documentation.
Create a workflow
Fresh Relevance triggers work with HubSpot workflows.
In HubSpot, create a new workflow and choose Blank workflow.
Add an initial action to convert contacts to marketing contacts – without this, marketing emails can’t be sent to enrolled contacts.
Ensure your HubSpot account has Marketing Contacts enabled.
For detailed steps, see HubSpot’s Marketing contacts documentation.
Example workflow:
Once your workflow is ready, you can create the HubSpot messaging channel in Fresh Relevance.
Create the HubSpot messaging channel
In Fresh Relevance, go to User menu > Settings >Triggers and Messaging integrations > Messaging Providers.
Under Select an Email Channel dropdown menu, select HubSpot and select CREATE CHANNEL.
Connect Fresh Relevance to HubSpot
Select the link to Connect Fresh Relevance to HubSpot.
Sign in to HubSpot with an account that has permission to grant Fresh Relevance access.
Approve the connection request.
You return to Fresh Relevance. If successful, the page will show Connected to HubSpot.
Select NEXT to configure the channel.
Configure the channel
On the configuration page, set the following:
Channel Name – optional, it helps identify the channel later.
List to Add Contacts to – choose a static list in HubSpot. When a trigger occurs, the contact is added to this list.
Workflow – select the HubSpot workflow that the contact will be enrolled into when triggered.
Subscription Type – determines whether the contact is eligible for marketing communications. See HubSpot’s Subscription types documentation.
New Contact Permission Behavior – set whether new contacts are opted in or opted out of marketing.
Existing Contact Permission Behavior – choose how triggers affect existing contacts: opt in, opt out, or do nothing.
Once a contact has opted out, they cannot be opted back in.Legal Basis – enter the legal justification for opting contacts in.
See HubSpot’s Understand opt‑in consent for email guide.
Map fields
To include a personalized Cart Layout in triggers:
Map the Fresh Relevance cart_html attribute to the Rich Text custom property created above.
See the Field Mapping help page for more details.
Create a trigger program
With the channel configured and field mapping complete:
Create a trigger program in Fresh Relevance. See the Create a trigger program help page.
By default, the program will use the workflow set in the channel configuration.
To use a different workflow for a trigger or stage:
In the trigger settings, set the Template ID field to the workflow ID from the Workflow dropdown on the messaging channel page.
Do not use IDs from the HubSpot workflow editor, these don’t work.
Identify visitors in HubSpot
You can identify visitors if HubSpot campaign links include an eid query string parameter:
text
Copy code
&eid={{contact_id}}
This merges the contact’s ID into the link. HubSpot cannot add this parameter automatically, add it manually to any link where identification is required.
Next steps:
Test a trigger to confirm contacts are enrolled into the correct HubSpot workflow.
Verify the cart_html content is displaying correctly inside your HubSpot email templates.