HubSpot

• Lists become segments. Turn on a HubSpot list and its people become contacts in a segment. The segment stays in step as the list changes.
• Contacts stay in step. Names, company and lifecycle stage come from HubSpot. Each contact's Rasket status and last open go back to HubSpot.
• Unsubscribes count everywhere. Someone who unsubscribes in HubSpot or in Rasket gets no more campaigns from Rasket.
• A card on the contact record. HubSpot shows the contact's Rasket status and their latest emails.
• Reads only what it needs. Rasket reads contacts and lists. It writes two contact properties of its own, and never touches deals, tickets, files or other objects.

• An admin of the Rasket project. Connecting HubSpot and turning lists on are an admin's decisions. Other members can see the page but not change it.
• A HubSpot super admin. You sign in to HubSpot as a super admin and choose the account.
• A verified sending domain, for the campaigns you send afterwards. The domains guide walks through it.

Finish within ten minutes of choosing Continue. After that the connection expires and nothing is read; start again from Settings. One HubSpot account connects to one Rasket project.

1. Under Lists, find the HubSpot list and choose Turn on.
2. Under Add them to the segment, pick an existing segment, or A new segment… and type its name.
3. Under Who can be emailed, say what the list's people agreed to, as described below.
4. Choose Turn on. The list joins its segment on the next sync, within a few minutes, or press Sync now.

• They agreed to hear from you. They arrive subscribed. You also confirm that current and future members of the list agreed. Rasket keeps that statement, who made it and when.
• Add them as never subscribed. They arrive as contacts who get transactional mail only. You cannot send them campaigns until they opt in.

Anyone already unsubscribed in HubSpot or in Rasket stays unsubscribed, whichever you choose. Turn off stops a list. Its segment and the people in it stay.

The two Rasket → HubSpot fields are contact properties Rasket creates in a group named Rasket. HubSpot wins names, company and lifecycle stage. Rasket wins the subscription status. A contact is matched by its HubSpot record, so an email address changed in HubSpot moves with the contact.

• An unsubscribe in either place wins. Unsubscribed from email in HubSpot means unsubscribed in Rasket. An unsubscribe in Rasket is written to the Rasket subscription status property, and also unsubscribes the person from email in HubSpot when the connection allows it. The Fields card in Settings says which.
• HubSpot never re-subscribes anyone. A sync can lift a never-subscribed contact on a list whose people agreed. It never subscribes someone who unsubscribed.
• A resubscribe in Rasket is not sent to HubSpot.
• Suppressed addresses are never subscribed. The status property shows them as suppressed.
• A contact deleted in Rasket stays deleted. The sync does not add it again.
• A deletion in HubSpot never deletes the Rasket contact.
• Leaving a HubSpot list removes the person from the segment only if the sync put them there. People you added to the segment yourself stay.

Each HubSpot contact record gets a Rasket card. It shows the contact's status in Rasket, the topics they subscribe to and the last three emails Rasket sent them, with what happened to each. Open in Rasket opens the contact in Rasket. A contact that is not in a list you turned on shows “Not in Rasket yet”.

Rasket can put each email's sent, delivered, opened, clicked and bounced events, and each unsubscribe, on the HubSpot contact's timeline. HubSpot shows these once it approves the app for them, and Settings says “Waiting for HubSpot” until then. In the meantime the card shows the emails, and the two Rasket properties carry the status and the last open.

• Every 15 minutes, and within about five minutes of a change in HubSpot.
• Sync now on Settings → Integrations → HubSpot runs it at once.
• Recent syncs shows the newest runs and what each added, updated and sent to HubSpot. Rasket keeps the last 30.
• Your plan's contact limit applies, as it does to an import.

• Disconnect in Rasket removes Rasket from the HubSpot account and revokes its access. The lists stop syncing.
• Uninstalling Rasket in HubSpot pauses the sync. Settings says so and offers Reconnect, which picks up where it stopped.

Either way, the contacts and their segments stay in Rasket.