Use HubSpot with Melora Connect

Before you start

You need a HubSpot account where you can install apps, and the right to manage settings in Melora. Demo organizations never send anything to HubSpot.

Connect HubSpot

1. In Melora Connect, click Settings in the menu, then the Integrations tab.
2. On the HubSpot card, click "Connect".
3. Sign in to HubSpot, choose the account, and allow the access Melora asks for.
4. You return to Integrations, and the card shows your HubSpot account. Members start syncing within a few minutes.

What Melora sends

Melora matches contacts by email address. For each member it sends:

• Email, first name, last name, phone, company and job title.
• Six Melora properties: member ID, membership status, membership tier, membership category, member since and renewal date. Melora creates these properties in your HubSpot account the first time you connect.

A member with no email address can't become a contact, so they are skipped. Two members who share an email address become one contact. Melora only writes to HubSpot: it never reads your contacts and never deletes them.

Check the sync

The HubSpot card shows how many contacts were synced, are queued, failed, gave up or were skipped, and when the last member was synced. The list below it shows each member's status. Click "Refresh" for the latest status. If the card says "Needs attention", connect again.

Disconnect HubSpot

1. In Melora Connect, click Settings in the menu, then the Integrations tab.
2. On the HubSpot card, click "Disconnect" and confirm.

Melora stops syncing members to that HubSpot account. Contacts already in HubSpot are left as they are.

Data Melora uses

Melora asks HubSpot for two permissions: to write contacts and to create contact properties. It does not ask to read your contacts, deals or anything else in HubSpot. When you disconnect, Melora stops all access.

Support

Questions about the HubSpot integration? Email support@meloraconnect.com or use our contact page.