Introduction
Connecting HubSpot with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs and content. Through this integration, email templates in Chamaileon will be directly linked to a HubSpot campaign or template. Each time you update the design or content in Chamaileon and press the Sync button, the campaign or template will automatically update in HubSpot. This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.
Prerequisites
Before you begin the process, make sure you have:
An active Chamaileon account with Administrator or Content Manager access.
Access to your HubSpot account with the necessary permissions (e.g., Admin access).
Step-by-Step Integration Setup Process
Step 1: Access Integration Settings in Chamaileon
Log in to your Chamaileon account.
Navigate to the Workspace settings and select the "Integrations" tab.
Choose "HubSpot" from the list of available integrations.
Step 2: Authorize HubSpot with Chamaileon
Create a new Variation for this integration. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple HubSpot accounts if needed.
Name the integration variation and click "Auth."
Follow the on-screen instructions to connect with your HubSpot account. The authorization works through OAuth 2.0, ensuring secure access.
Step 3: Configure Integration Settings
Customize the sync by selecting specific segments or lists for each email/template within the sync settings.
Data Sync Details
The integration will sync the following data between Chamaileon and HubSpot:
Email templates
Campaign content
You can modify the sync settings to select specific lists or segments within HubSpot for each email or template.
Testing the Integration
To test the integration, try syncing a sample email template from Chamaileon to HubSpot.
Check your HubSpot account to verify that the campaign or template has been successfully imported.
If the export is successful, you’re all set!
Handling API Limits and Security Considerations
API Limits: HubSpot may impose API call limits. Refer to HubSpot’s documentation to ensure you stay within these limits.
Security: The integration uses OAuth 2.0, making it secure. You don't need to handle API keys directly, but always ensure your account access is secure.
Troubleshooting and Known Limitations
Common Issues:
If the connection fails, double-check your HubSpot account permissions and ensure you have the correct access level for integration.
Known Limitations:
This integration supports syncing only email templates and campaigns.
Supported file types and character limits depend on HubSpot’s specifications.
Notifications: Chamaileon will notify you if there are any integration issues, such as failed syncs.
Disconnecting or Removing the Integration
To safely disconnect or remove the HubSpot integration, go to the “Integrations” section in Chamaileon Workspace settings.
Click on the HubSpot card, select the desired variation, and click the red "Delete Variation" button.
Remember to remove access/authorization in HubSpot as well.
Sync Email Designs with HubSpot
From the email dashboard, click the "Sync" button in the email's menu.
Choose "HubSpot" from the options list.
With the HubSpot integration, you can sync email designs as a campaign or as a template. Choose the option that suits your needs.
Don't forget to add a subject line, preview text, and tweak additional email settings before clicking "Sync."
Attention!
Avoid editing the code directly in HubSpot, as its editor might alter the email HTML code, potentially causing size and rendering issues. For any changes, use Chamaileon’s visual editor interface and the Sync button.
Syncing one template to multiple HubSpot accounts is possible using Integration Variations, so refrain from manually copying and pasting HTML to maintain optimal email integrity.
Conclusion
You have now successfully integrated HubSpot with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.