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Connecting HubSpot lets a closed-won deal or a new contact mail the neighbors around that address by itself, sends every postcard lead back into HubSpot as a contact, and credits revenue to the campaign that earned it. You sign in with your HubSpot account — Mailr never sees your password.

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What you get

  • Triggers — Closed-won deal, Deal reaches stage… (you pick the pipeline and the stage), New contact, Contact becomes customer, and Contact becomes lead.
  • Revenue tracking — revenue books when a deal enters a closed-won stage, in any pipeline.
  • Lead delivery — landing-page leads arrive in HubSpot as contacts, created or updated by email in one step, so a resubmitted form never makes a duplicate. Empty answers never blank out data you already have.

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Connect HubSpot

1

In Mailr, open Automations

Go to Campaigns → Automations and find HubSpot under CRM Connection. Opening the tile doesn’t connect anything. Only the organization owner can connect a CRM.
2

Press Connect HubSpot and approve the pop-up

A confirm dialog titled Link HubSpot Account appears: “We’ll connect you to HubSpot. A pop-up will open, please make sure your browser doesn’t block pop-ups.” Its footer reads “Secured with OAuth 2.0 — you’ll sign in on app.hubspot.com.” Press Connect.
3

Sign in to HubSpot

Sign in, choose the HubSpot account (portal) to install into, and approve the access request. The pop-up closes itself. If your browser blocked it, Mailr falls back to a full-page sign-in.
4

Finish setup in Mailr

The three-step wizard opens: Leads, Deal job address, Tracking. Confirm the auto-matched fields and your attribution window.
The tile now reads Connected. If you closed the wizard early, the panel shows “One step left: confirm your auto-matched fields to finish setup” with a Finish setup button.

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How syncing works

Mailr syncs deals, contacts, pipelines and stages, contact lifecycle stages, and deal and contact properties — including your custom ones. Trigger events usually reach Mailr within a few minutes, and at most an hour.
The first sync starts from the moment you connect. Deals and contacts from before you connected never trigger a campaign. To test, close a fresh deal after connecting.
Automated campaigns use a design you’ve already approved and are reviewed by Mailr before anything mails — see Campaign statuses & timelines.

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Disconnect or reconnect

The connected panel has three buttons: Review setup (reopens the wizard with your choices intact), Advanced settings, and Disconnect. Disconnecting shows a confirmation titled Disconnect HubSpot?:
“Lead sync and campaign triggers through this connection will stop, and the stored credentials are deleted. Your settings are kept, so reconnecting later picks up where you left off.”
Mailr uninstalls itself from your HubSpot account first — it disappears from Connected Apps and HubSpot emails your admin — then deletes the stored credentials. Your campaign history, leads and results are never deleted. Reconnecting keeps your field mappings, address settings and attribution window.

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Notes & limits

  • Custom “won” stages need HubSpot’s own closed-won setting. Revenue tracking watches stages HubSpot marks as closed-won (100% probability). If someone built a custom won stage without that setting, revenue won’t book from it — fix the stage setup in HubSpot.
  • When you import past records to mail again, HubSpot offers closed-won deals in a stage you pick, or contacts.
  • Leads Mailr delivered into HubSpot never trigger campaigns of their own.

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Next steps

Automate campaigns

Build the rule that turns a closed-won deal into a mailing.

Integration troubleshooting

Nothing triggering, revenue missing, or a reconnect prompt.