Custom Contact Fields in Sendin Blue How to Create

July 16, 2022 Post a Comment

If you are using a different CRM, please click on the CRM name in the table to see the specific setup guide.

This article covers:

Common frustrations with keeping HubSpot and Sendinblue in sync
What data does Outfunnel sync between HubSpot and Sendinblue
How to connect HubSpot and Sendinblue
Sync contacts automatically from HubSpot to Sendinblue
Sync engagements automatically from Sendinblue to HubSpot
Monitor synced contacts and engagements
Tips, observations, and useful definitions

Common frustrations with keeping HubSpot and Sendinblue in sync

When connecting HubSpot to Sendinblue you have two options:

Use a Zapier connection which is universal but difficult to configure, maintain and can get expensive rather quickly. For each contact added, field updated, contact deleted or engagement created you'd need to set up an individual zap with multiple steps to ensure no duplicates are created and the information is synced with the right contacts.
Use HubSpot's Data Sync (Operations Hub) to syncs contacts. While effective, you do need to be on the paid plan to sync custom fields and it does not record email engagements (e.g. email opens, clicks, etc).

Outfunnel's HubSpot-Sendinblue integration is the only one designed for B2B companies who want 2 key things from a sales-marketing integration:

Keep sales and marketing contacts in sync and
Automatically record marketing engagement in HubSpot for the salespeople to see.

Our integration syncs your HubSpot contacts to Sendinblue, keeps the lists up to date and records all email engagement as activities on the contact profiles in HubSpot.

With just a 10-minute, no code setup your marketing can use the contact lists defined in HubSpot for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.

Connect HubSpot and Sendinblue today

14-day free trial. No credit card is required.

What data does Outfunnel sync between HubSpot and Sendinblue

Contacts and companies

Make all HubSpot contacts or subset(s) you define with lists available in a Sendinblue list, along with your custom contact and company fields.
Keep the two databases in sync going forward. E.g. if a custom text field is updated in HubSpot, this is updated in Sendinblue automatically.
Sync Sendinblue contacts to HubSpot when they subscribe or when they open or click an email campaign (Coming soon)

Engagements

Record Sendinblue email engagement on HubSpot contact profiles. Outfunnel supports sends, opens, clicks, bounces and unsubscribes.
Record web visits and custom lead scores in HubSpot with Outfunnel's own Web tracking and Lead scoring as additional lead signals.

How to connect HubSpot and Sendinblue

1. Once you've signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose HubSpot and Sendinblue as the apps to connect, go through the authentication flow and click on Create connection.

API Key

Sendinblue API key can be found under Account > SMTP & API > Generate API key

Sync contacts from HubSpot to Sendinblue automatically

Once you've authenticated both apps you are ready to set up the contact sync.

1. In the Sync contacts tab, choose to sync all HubSpot contacts or only contacts you've defined with HubSpot lists.

2. Next, choose which Sendinblue list you'd like the contacts to be synced to. You can sync different HubSpot lists to different Sendinblue lists (e.g. separate email lists for different regions or pipeline stages) or you can sync multiple HubSpot lists to the same Sendinblue list (e.g. a list with open Deals for each sales rep, all synced to one big newsletter list).

3. Finally, select which fields you'd like to sync to Sendinblue with field mapping. You can choose all your Person and Organization fields and custom fields.

Please note that Sendinblue's default SMS field only accepts numbers that match one of the following formats:

91xxxxxxxxxx
+91xxxxxxxxxx
0091xxxxxxxxxx

Notes

Outfunnel syncs around 100 contacts per minute so depending on the number of contacts it may take time before your selected HubSpot contacts appear in Sendinblue.
If a contact is deleted or removed from the list in Hubspot, Outfunnel removes the contact from the respective list in Sendinblue. The contact still remains in the overall contact database in Sendinblue
If the field doesn't exist in Sendinblue yet, you need to create it first (automatic field creation coming soon).
Outfunnel runs the sync automatically every 4 hours but you can also trigger a manual sync by clicking Sync now on the connection card which will run the sync within 10 minutes.

How to copy new Sendinblue subscribers to HubSpot automatically (Coming soon)

New Sendinblue subscribers are not copied to HubSpot by default. If you'd like to create new contacts in HubSpot when they are subscribed to one of Sendinblue lists, simply set up a rule under the "Sync Contacts" tab.

Choose the Sendinblue list to track
Assign the default contact owner
Then, set up field mapping if you haven't already

Note that currently, Outfunnel creates contacts in HubSpot. Lead creation support is coming soon.

Sync engagements automatically from Sendinblue to HubSpot

1. In the Record engagement tab, open the Sendinblue list dropdown to select lists that you'd like to record activity from.

2. Then, define how you'd like email activities like opens, clicks, bounces or unsubscribes recorded in HubSpot – or simply use our default settings.

Notes

Important: The engagements that Outfunnel creates might be hidden at first in HubSpot. Here's how to make them visible:
1. Make sure you have set up the automation and sent out at least one email campaign from Sendinblue.
2. Open any contact profile in HubSpot and click on "Filter activity" option on the top of the timeline.
3. Under the Integrations section, enable "Outfunnel" (if Outfunnel is not yet visible but you have sent out a campaign, the data sync might have not happened yet. Just open the connection and click on "Sync now". The activities will be created in the next 10 minutes.)
The engagement sync happens in near real-time so it gets synced to HubSpot as soon as an engagement is recorded in Sendinblue
Outfunnel only records engagement from single email campaigns. Unfortunately, automations and transactional emails are not supported as Sendinblue does not provide access to these via API. We recommend reaching out to Sendinblue to request this as a feature.

That's it! You're ready to start sending Sendinblue email campaigns to HubSpot contacts from Sendinblue and seeing engagement recorded in HubSpot.

Monitor synced contacts and engagements

Once the connection is live, navigate to the Status tab to see key information about the connection, such as when were events last synced and which events have been synced. Please note that each event counts towards your billing quota.

Tips, observations, and useful definitions

💡 Outfunnel supports two ways to manage your contacts between HubSpot and Sendinblue

Option A. Master database of all contacts in HubSpot, contacts synced to Sendinblue for emailing via Outfunnel. To enable this, first collate your whole contact list (HubSpot + Sendinblue) into HubSpot and sync all contacts or a selection you define with HubSpot lists, into Sendinblue with Outfunnel.
Option B. Contact list in Sendinblue is separate from the prospect/customer list in HubSpot. If a contact, defined by their email address, exists in both HubSpot and Sendinblue, we log email engagement to HubSpot to the right contact.

💡 Best results with a new list. We recommend setting up a brand new Sendinblue List to ensure everything works flawlessly, but syncing data to an already existing list works as well in most cases.

💡 Sync frequency. Outfunnel syncs some data instantly and some every 4 hours (approximately). You can force a sync when you click on the headline of an Automation and then click the "Sync events now" button.

💡 Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in HubSpot and manual unsubscribes in Sendinblue are not recorded. When a contact is unsubscribed manually but they still match a list in HubSpot that is targeted by a connection, then Outfunnel will resubscribe them in Sendinblue. If you'd like to manually remove a contact in Sendinblue, they need to be permanently deleted under the contact profile in Sendinblue.

Learn more about the best ways to manage unsubscribes and bounces.

💡 Single source of truth is HubSpot. Outfunnel currently treats HubSpot as the "single source of truth", and any changes you make in Pipedrive will be reflected in Sendinblue. This doesn't work the other way around. If you'd like to edit the contents of a field in Sendinblue, please make the changes in HubSpot and let Outfunnel take care of syncing this to Sendinblue.

💡 Supported campaign types. Outfunnel currently supports single email campaigns. Unfortunately, automations and transactional emails are not supported as Sendinblue does not provide access to these via API. We recommend reaching out to Sendinblue to request this as a feature.

💡 All engagement is recorded as a new activity type in HubSpot. This applies to sends, opens, clicks, bounces, and unsubscribes. All of these types are easily filterable in HubSpot allowing you to create a list of people based on engagements.

Do you use web forms to collect leads to your lists? See the following integrations to automate lead capture sync to HubSpot: