*(To make sure your entire team understand and are ready for how the Safety Net works, share and read our separate overview guide here).
First of all, you’ll need both an Allegrow and HubSpot account for the integration step-up.
So, if you haven’t opened your Allegrow account yet, pick a plan and get started here.
Now, if you’re ready to integrate your Allegrow account to HubSpot, follow the steps below
1. Make sure you’re logged in to the Admin User of your HubSpot account.
You’ll need your HubSpot admin user open in a separate tab for the integration to be successful.
2. Log in to Allegrow, go to Settings > Integrations>HubSpot, then select ‘Connect HubSpot’:
3. Authorize Allegrow, by selecting the HubSpot account you would like to connect and selecting ‘Connect App’ on the following page.
4. After selecting ‘Connect App' you should see a success message display in the right-hand corner of your screen. Showing ‘Successfully connected to HubSpot’:
*Make Sure your HubSpot Admin is listed as the connected user. Otherwise, the integration may not provide the email Safety Net across all your segments/lists.
5. The Integration will now display all segments within your HubSpot instance and give you the option to validate the contacts in each list you select.
6. Once you select the list to Validate, Allegrow will run the risk analysis on the contacts and update the custom field ‘Allegrow Risk Analysis’. An example is shown below:
You can also check out our guidance here to move contacts from the current list to a specific list for management.
Alternatively, if you have an Enterprise account with HubSpot, you can use our guidance here to set up automatic unenrolment for these contacts.