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Exporting Data to HubSpot for Sequencing

Learn how to export Autobound data (content/insights) to HubSpot, map contact fields, and set up sequences to use it.

Joyce Frias avatar
Written by Joyce Frias
Updated yesterday

1. Set Up Custom Fields in HubSpot

To push Autobound-generated content into HubSpot sequences, you’ll first need to create custom properties on the HubSpot contact object.

  • Go to Settings > Properties > Contact Properties in HubSpot.

  • Click Create Property and set a clear naming convention, e.g.:

    • First Step Content Body

    • First Step Content Subject

    • Second Step Content Body

    • (Continue for each step you plan to automate: third, fourth, etc.)

Tips:

  • For content body fields, select multi-line text as the field type.

  • For subject fields, you can use single-line text.

Repeat as needed for every sequence step and for each type of content you want to store (e.g., call scripts, LinkedIn messages).


2. Create Your HubSpot Sequence Templates

  • Go to Sequences in HubSpot.

  • Create a new sequence, and for each step:

    • Insert a template that pulls from the custom fields you created (e.g., use personalization tokens to insert the content/subject).

    • Example:

      • Subject: {{ contact.first_step_content_subject }}

      • Body: {{ contact.first_step_content_body }}

  • Repeat for all sequence steps, aligning each email, LinkedIn request, or call script with the correct custom field.



3. Set Up a HubSpot Workflow (Optional: For Automation)

  • Go to Workflows in HubSpot.

  • Create a workflow that triggers when one of your custom content fields changes (e.g., “First Step Content Body is known”).

  • Set the workflow to enroll the contact into your sequence automatically.

Note: This requires HubSpot’s upgraded automation features.



4. Set Up the Export in Autobound

  • In your Autobound campaign, click the Actions menu and select Export (or go to Settings > Export or Send).

  • Choose Export to HubSpot and select your connected HubSpot account.

  • Map Autobound fields (e.g., step 1 body, step 2 subject) to the corresponding custom fields you set up in HubSpot.

  • Important: For your content to appear in HubSpot with correct formatting and paragraph breaks, map the HTML version of Autobound’s content (e.g., “Step 1 Content HTML”) to your custom field—not the plain text version.

  • Make sure to also map a unique identifier (usually email) to ensure the right contact is updated.

  • Review all mappings for each step and type of content.

Need more info on when to use HTML vs. plain text? Check out our guide:



5. Run the Export

  • Once everything is mapped, you can run the export in Autobound.

  • You have two options:

    • Manual Export: Click to run the export for your selected rows when you’re ready.

    • Auto-Run: Enable auto-run so that any new row (or any row updated with new content) will automatically be exported to HubSpot without manual intervention.

  • Autobound will push the data to the mapped HubSpot custom fields for each contact, keeping your HubSpot records up to date in real time.



6. Verify Data in HubSpot

  • Check your HubSpot contact records to ensure the custom fields are being populated with Autobound content.

  • Verify your sequence templates are correctly pulling in the personalized data.


7. Automation in Action

  • When your export or workflow runs, contacts are automatically enrolled in HubSpot sequences with the correct personalized content for each step.



Summary of Required Setup:

  • Custom properties for every sequence step (subject/body, as needed)

  • Sequence templates pulling from these properties

  • (Optional) Workflows to auto-enroll contacts when content is ready

  • Correct mapping from Autobound to HubSpot custom fields


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