How to synchronise DreamApply with HubSpot?

Purpose of this article

Teaches how to add a new engagement gateway - HubSpot.

Before you start

Make sure you have:

  • the Marketing addon enabled (please contact [email protected] if you would like more information on enabling this addon)

  • the required administrator permissions (“Marketing”)

Instruction

Connect HubSpot and DreamApply:

  • Log in as an administrator with the permission “Marketing”.

  • Go to: Marketing > Integrations > Outgoing Integrations.

  • Click on HubSpot icon:

    • Add the name.

    • Add HubSpot API key. You can find it from your HubSpot account.

    • Consent - You can link this engagement gateway up with a specific consent that will be checked before any applicant data is sent to this gateway. If an applicant has not accepted this consent, then data will not be sent.

    • Send by default - You can choose here that all new applicants that have registered (either on their own, or with the help of an advisor) or have been collected via the import tool should automatically be sent to this gateway.

    • Technical contact - Add the emila address. Any errors in the integration will be reported to this email address. We may also contact this email address in case there are any technical issues.

      • Save changes.
Expected outcome of the instruction

After building the connection between DreamApply and Hubspot, our system will autoamtically send the leads to your HubSpot account. The Marketing add-on allows you to automatically keep your DreamApply applicants synchronised with your marketing audiences in HubSpot. You can also use the services to send beautifully crafted bulk email campaigns and monitor campaign statistics.

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