Integrating ActiveCampaign with HubSpot

We bring ActiveCampaign and HubSpot together so your contacts, email engagement, and automation data stay fully synced without manual updates.

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Active campaning 1

A Structured Approach to Your ActiveCampaign and HubSpot Integration

This isn’t a plug-and-play connector. We break the integration into clear phases. No assumptions, no shortcuts, and no hidden gaps.

Phase 1: Discovery & Alignment
Phase 2: Data & Process Mapping
Phase 3: Architecture & Design
Phase 4: Sandbox Build & Pilot
Phase 5: Production Rollout & Validation
Phase 6: Training, Support & Optimization
Phase 1: Discovery & Alignment

Understand business goals, system dependencies, and what success looks like.

  • Stakeholder interviews across Sales, Marketing, Service, Ops, IT
  • Audit [Your Platform] and HubSpot configurations, API availability, scopes, and event models
  • Identify use cases: sync, trigger, enrich, embed (examples: Gmail to HubSpot logging, ChatGPT actions, order updates, ticket routing)
  • Define system of record per entity and field (HubSpot vs [Your Platform])
  • Capture compliance and security needs: PII handling, data residency, access control
  • Prioritize “must integrate” vs “optional” flows
  • Finalize scope, constraints, and success criteria
Leveraging data
Phase 2: Data & Process Mapping

Blueprint how data and workflows move across tools.

  • Map entities and properties: contacts, users, messages, tickets, orders, products, events
  • One-way vs bi-directional rules, update precedence, and conflict handling
  • Lifecycle and status mapping: lead and deal stages, ticket states, subscription states, order states
  • Workflow alignment: assignment, SLAs, notifications, approvals, AI prompts and actions
  • Activity design: what gets written to the HubSpot timeline (emails, chats, calls, notes, events)
  • Validation rules and data quality guardrails
Solving Data intake
Phase 3: Architecture & Design

Create a reliable, scalable integration foundation.

  • Choose approach: native app, marketplace connector, iPaaS, or custom API
  • Authentication and permissions: OAuth scopes, key management, least privilege
  • Real-time vs batch sync: webhooks, polling schedules, throughput planning
  • Reliability: idempotency, retries, exponential backoff, dead-letter queues
  • Observability: logs, metrics, alerting, runbooks, error triage
  • Rate-limit strategy and pagination
  • Solution diagrams and sequence maps reviewed with stakeholders
Clarity Driven Attribution
Phase 4: Sandbox Build & Pilot

Prove the integration safely before scale.

  • Configure sandbox or test tenants in Your Platform and HubSpot
  • Connect middleware or custom services with sample secrets and scopes
  • Pilot a golden dataset and key flows:
    • Example: Gmail email → HubSpot contact timeline, ticket creation, AI draft response in ChatGPT
    • Example: Shopify order → HubSpot deal update and customer lifecycle change
  • Validate mappings, timelines, and automations
  • Run failure scenarios and recovery tests
  • Capture pilot feedback and finalize go-live checklist
Building efficient
Phase 5: Production Rollout & Validation

Launch with confidence and minimal disruption.

  • Stage rollout by object, team, or region
  • Activate sync for priority entities and events
  • Validate counts, values, and associations against acceptance criteria
  • UAT with business owners; confirm reporting and attribution
  • Monitor health dashboards, error queues, and latency
  • Document rollback and hotfix procedures
Solving for alignment with sales
Phase 6: Training, Support & Optimization

Drive adoption and keep the integration healthy.

  • Role-based training and quickstart guides for admins and end users
  • Playbooks for common tasks and troubleshooting
  • Monitoring dashboards for sync health and data quality
  • Governance for changes: new fields, new apps, new prompts
  • Quarterly optimization to expand use cases and reduce manual work
Bring clarity

What Does Integration Deliver?

Integration syncs contacts, tags, email engagement, and automation signals into HubSpot. When ActiveCampaign and HubSpot sync continuously, you gain unified automation, deeper insights, and accurate segmentation for revenue-focused workflows.

Complete Marketing Automation Integration: ActiveCampaign ↔ HubSpot

Integration

Looking to integrate AI into your HubSpot?

Our Frequently Asked Questions

The integration uses secure, direct API connections between ActiveCampaign and HubSpot. Data is transferred in real time and is never stored on third-party servers, aside from temporary metadata reading for mapping.

Setup typically takes 1–3 hours. Complex automations or large contact databases may extend configuration to 4–6 hours. Sync runs in the background, allowing continued work.

Yes. You can sync all contacts or filter by tags, lists, custom fields, or engagement activity. This helps maintain clean, organized CRM records.

Yes. You can enable one-way or two-way syncing for contacts, tags, and engagement data depending on your preferred source of truth.

Yes. The integration maintains tag associations, list memberships, and engagement relationships to ensure segmentation and automation accuracy.

Yes. The integration can automatically create corresponding fields in ActiveCampaign or HubSpot to ensure complete mapping.

No. Automation logic does not sync, but all relevant data syncs so you can recreate or refine workflows inside HubSpot.

Pricing depends on contact volume, synced objects, update frequency, and the complexity of mappings.

Yes. Opens, clicks, sends, and automation events can sync. You choose the activity types to include.

Yes. Support is available for monitoring sync health, adjusting mappings, troubleshooting, and optimizing workflows between ActiveCampaign and HubSpot.

Here's a quick case study :)

Julie Taylor

As a solo marketer, I needed a team that could not only set up the technical side of things but also help me think strategically—OneMetric delivered on all fronts. They completely revamped our HubSpot CRM and marketing automation, making it possible for me to work more efficiently and focus on the bigger picture. Their guidance in shifting towards an ABM strategy has been invaluable, allowing us to tailor our marketing more effectively. From creating a sleek newsletter design to building out insightful reporting, they’re always thinking ahead. If you’re looking for a dedicated, hardworking team to level up your marketing efforts, OneMetric is your go-to!

Julie Taylor

Head of Marketing

Confidencial

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • Opportunities to increase the ROI of your HubSpot investment
  • Your current GTM motions and future roadmap
  • Challenges that you face with your overall revenue stack
  • Missed revenue opportunities due to gaps in your funnel
  • What would "wins" look like for you?
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