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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