# HubSpot

Connect **Open Letter Connect (OLC)** with **HubSpot** to automate your direct mail campaigns directly from your CRM workflows. When set up, HubSpot can automatically send mail through OLC and receive delivery updates back through a two-way sync.

This guide will walk you through each step of the integration, from creating your account to confirming that everything works.

### Why Integrate OLC with HubSpot

* **Automate Direct Mail:** Send postcards, letters, snap-pack mail, or real-penned mail directly from HubSpot workflows without manual uploads.
* **Save Time:** Automate your mailings based on HubSpot triggers such as form submissions, deal stages, or list changes.
* **Improve Results:** Combine digital and physical outreach for higher engagement with leads and customers.

### Step-by-Step: Connecting HubSpot to Open Letter Connect

#### Step 1: Add Open Letter Connect from the HubSpot Marketplace

1. Log in to your **HubSpot** account.
2. Click the **Marketplace** icon (small shop icon) on the top navigation bar.<br>
3. Select **App Marketplace**.
4. In the search bar, type **Open Letter Connect**.

   <figure><img src="/files/gdQFjK0j60QiIn3cTrH8" alt=""><figcaption></figcaption></figure>
5. Click the **Open Letter Connect** app tile.
6. Click **Install App** and follow the on-screen prompts.
   * HubSpot will ask for permission to connect your CRM data to Open Letter Connect.
   * Review and accept the connection request.
7. Once installed, you’ll see **Open Letter Connect** under **Settings → Connected Apps**.
8. You can also access OLC actions later inside the **Workflow Builder** under “Choose an Action.”

**Note:** If you start from a workflow first, HubSpot will automatically walk you through the same connection steps when you select the Open Letter Connect action

#### Step 2: Create an Open Letter Connect Account

If you don’t already have an OLC account, you’ll need one before setting up HubSpot integration.

1. Visit [**https://app.openletterconnect.com/signup**](https://app.openletterconnect.com/signup)<br>

   <figure><img src="/files/45YTDWzkNA2tJhLzPbaP" alt="" width="375"><figcaption></figcaption></figure>
2. Fill in your name, email, and password
3. After signing in, you’ll land on your **OLC Dashboard**

#### Step 3: Generate an API Key in Open Letter Connect

Once your account is ready, you’ll need an API key to connect to HubSpot.

1. In your **Open Letter Connect** account, click your **profile icon** in the top-right corner.
2. Select **Manage Users**.<br>

   <figure><img src="/files/SEcMYGY4TL4vdNJisFdd" alt=""><figcaption></figcaption></figure>
3. Click **API Keys** on the left menu.<br>

   <figure><img src="/files/IOBVC1izbIxH7vJOTpNw" alt="" width="253"><figcaption></figcaption></figure>
4. Click **Create New API Key**.<br>

   <figure><img src="/files/afkEy8OQgrw7e9ugEwqJ" alt=""><figcaption></figcaption></figure>
5. In the pop-up window:
   * Name your key something like *HubSpot Integration*.
   * Select HubSpot.
   * Click **Save**.
6. Copy your API key from the list.

<figure><img src="/files/4uL42QUUhLA4tGShV6i7" alt="" width="315"><figcaption></figcaption></figure>

{% hint style="info" %}
**Keep this key secure.** You’ll use it when adding the OLC action in HubSpot.
{% endhint %}

#### Step 4: Add the Open Letter Connect Action

1. In your HubSpot workflow editor, click the **+** button to add an action.<br>

   <figure><img src="/files/d8L53wTbXrWGpCxru6x0" alt="" width="189"><figcaption></figcaption></figure>
2. In the search bar, type **Open Letter Connect**.<br>

   <figure><img src="/files/VXsshpAyLMiRWbnRFNhd" alt="" width="204"><figcaption></figcaption></figure>
3. Click the **Open Letter Connect** dropdown
4. Choose the mailer type you want to send:
   * **Send Self-Mailer (v1.2)**
   * **Send Real Penned Letter (v1.2)**
   * **Send Professional Letter (v1.2)**
   * **Send Snap Pack Mailer (v1.2)**
   * **Send Postcard (v1.2)**
   * **Send Personal Letter (v1.2)**<br>

     <figure><img src="/files/lN3wdij7j19LK7wXSjUG" alt="" width="191"><figcaption></figcaption></figure>

#### **Step 5: Customize Your Mailer**

In this window, you can define what details will appear on your mailer.

1. **Select your template**
2. **Select Date:**
   * Choose when to send your mailer.
   * Use “ASAP” if you want it sent as soon as the trigger fires.
3. **Add or Use Custom Fields:**
   * If you have added custom fields in your Open Letter Connect templates, they will appear automatically in this screen.
   * You can map them just like standard fields, using HubSpot data.
   * To learn more about creating and using custom fields or merge variables, see this guide:\
     [Variable, Merge Fields, and Personalization](https://help.openletterconnect.com/olc-help-docs/product-and-order-guide/creating-a-template/variable-merge-fields-and-personalization)<br>

     <figure><img src="/files/9c63TiAioATlmpMytQXT" alt="" width="367"><figcaption></figcaption></figure>
4. **Review your setup:**
   * Double-check each field mapping for accuracy.
   * Confirm that addresses and variables match your HubSpot contact data.
5. When done, click **Save**.

**What happens next:**\
When your workflow trigger occurs in HubSpot, the selected mail type will automatically be created in your OLC account using your chosen template.

#### Step 5: Test Your Integration

1. In your HubSpot workflow, click **Test** at the top.
2. Select a test contact.<br>

   <figure><img src="/files/6leK7HHhLxKYleK0jLz1" alt="" width="375"><figcaption></figcaption></figure>
3. Run the workflow.
4. Log in to **Open Letter Connect**.
5. Go to **Orders**.<br>

   <figure><img src="/files/daH3gEeDZWFcIbLy4z11" alt=""><figcaption></figcaption></figure>
6. Check that the test contact appears as a new mail order.

If you see the order, your integration is working.

### Best Practices

* **Start with a test contact:** Always use a test record first to confirm everything works correctly before sending to real contacts.
* **Label your workflows clearly:**\
  Use names like *Send Mailer – New Lead Form* or *Postcard – Deal Won Follow-up* to avoid confusion.
* **Combine digital and physical channels:**\
  Use HubSpot emails or SMS together with OLC mail for stronger impact.
* **Keep your API key updated:**\
  If you create a new API key in OLC, remember to replace it inside HubSpot.

### Troubleshooting

* **Mail did not send:** Check that your workflow trigger is correct and that your workflow is turned on.
* **API key invalid:** Make sure the API key you pasted in HubSpot matches the one from your OLC account.

#### Uninstalling the Open Letter Connect App

If you ever need to disconnect Open Letter Connect from your HubSpot account, follow these steps:

1. Log in to your **HubSpot** account.
2. Click the **Settings** gear icon in the top-right corner.
3. In the left sidebar menu, go to **Connected Apps**.
4. Find **Open Letter Connect** in the list.
5. Click the app name to open its settings.
6. Click **Actions → Uninstall**.
7. Confirm that you want to uninstall the app when prompted.

Once removed, HubSpot will no longer send data to Open Letter Connect, and the integration will be disabled.

**Important Notes:**

* Uninstalling the app does **not** delete your Open Letter Connect account or any mail templates you’ve created.
* If you reinstall later, your templates and mail history will still be available once you reconnect.

**Where to add images:**

* Screenshot of HubSpot **Settings → Connected Apps** list showing Open Letter Connect.
* Screenshot of the **Actions → Uninstall** dropdown.

### Support & Contact

If you run into issues, have questions, or want help with setup, we’re here for you.

For direct support, please visit our support guide:\
[How to Reach Support](https://help.openletterconnect.com/olc-help-docs/contact-us/how-to-reach-support)

You’ll find contact methods such as email, live chat, or support tickets listed there.

#### Data Privacy and GDPR Compliance

Open Letter Connect values the privacy and security of all user data. While we serve the U.S. market, our data practices follow principles consistent with the **General Data Protection Regulation (GDPR)**. We collect and process only the information necessary to provide our services, store data securely, and never share or sell personal information to third parties.

For details on how we handle user information, please review our [Privacy Policy](https://openletterconnect.com/privacy-policy/)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.openletterconnect.com/olc-help-docs/integrations/live-apps/hubspot.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.