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HubSpot

Updated

Connect your HubSpot account to Avid so Avid can read your email engagement data and power benchmarks, pathways, and playbooks.

Use this article when

  • You want to connect HubSpot to Avid for the first time.
  • You need to re-authenticate an existing HubSpot connection.
  • You are troubleshooting a failed HubSpot OAuth connection.

Applies to and prerequisites

Applies to All Avid plans that include email integrations.
Email platform HubSpot (Marketing Hub or CRM with email tools)
Avid areas Settings > Connections (Email Marketing)
Recommended roles
  • A HubSpot user with Super Admin or Account Access permissions.
  • Permission to approve third-party app connections in HubSpot.
Estimated time 5 minutes to authenticate; up to 24 hours for first data sync

Steps

1. Start the connection from Avid

  1. Log in to Avid.
  2. Go to Settings in the left navigation.
  3. Click Connections.
  4. Find the HubSpot tile. You can also reach this from the Avid AI Integration Checklist by clicking Email Marketing.
  5. Click Connect or Authenticate.

2. Authorize Avid in HubSpot

  1. A HubSpot login window opens. Sign in with your HubSpot credentials.
  2. If you are already logged in, HubSpot asks you to choose an account. Select the account you want to connect.
  3. Review the permissions Avid requests for API access.
  4. Click Allow or Approve to authorize Avid.

HubSpot redirects you back to Avid. The HubSpot tile should now show as connected.

If you do not have permission to approve third-party app connections, HubSpot blocks the authorization. Ask your HubSpot Super Admin to complete this step, or invite them to join Avid.

What you'll see after connecting

  • The HubSpot tile in Settings > Connections shows a connected status.
  • Avid begins backfilling your email engagement data. Check back in about 24 hours for data in insights and pathways.
  • You receive a reminder from Avid to customize any column mapping and approve default settings once the initial sync completes.

Next steps

  • Review and customize column mappings and default settings when the initial sync completes.
  • Use your email metrics in Pathways segments and playbooks once data has synced.
  • Connect your CRM to push data through segments in the Pathways menu.
  • If you also use other email tools, see the related integration articles in this section.

Troubleshooting

Authorization fails or you see a permissions error
  1. Confirm you are using a HubSpot account with Super Admin or sufficient Account Access permissions.
  2. If your organization restricts third-party app installations, ask a Super Admin to pre-approve the Avid integration in HubSpot's connected apps settings.
  3. Clear your browser cache or try an incognito window, then retry from Settings > Connections in Avid.
Data does not appear after 24 hours
  1. Return to Settings > Connections and confirm the HubSpot tile still shows as connected.
  2. If the connection shows an error, click Reconnect or Authenticate to re-authorize.
  3. Verify that your HubSpot account has email send history. Avid needs existing email data to backfill.

If the issue persists, contact support with a screenshot of your connection status.

Get help or use file uploads instead

If you are still struggling to connect HubSpot, open the Support form from the navigation and include:

  • A brief description of what you tried.
  • The exact error message, if any.
  • A screenshot of the HubSpot authorization screen or the Avid connection status.

If you decide not to connect HubSpot directly, you can still load data into Avid with files: When should I use file uploads?

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