HubSpot integration
Draft CRM-aware emails with Folderly Email Generator and HubSpot context.
Use HubSpot as the system of record, Folderly Email Generator as the message creation layer, and a clear review step before any campaign or sales workflow sends the email.
Integration boundary
Connect, draft, review, then use the copy in HubSpot.
Keep the public page informational. The actual OAuth connection, settings, and saved CRM-aware drafts belong in the authenticated app.
Input
CRM context
Input
Offer
Input
Goal
Workflow
Keep CRM actions behind sign-in.
The public integration page should set expectations. Anything that depends on a HubSpot portal, user account, saved token, or workspace permission should happen inside the app.
Step 1
Connect inside the app
OAuth, settings, and account permissions belong in the authenticated integration area.
Step 2
Use CRM context carefully
Pull only the contact, company, deal, and campaign context needed for the message.
Step 3
Review before sending
Check the draft for claims, personalization quality, links, and inbox-placement risk.
Public page
Explains the integration and routes users to the right next step.
Does not initiate OAuth or modify CRM data.
Folderly workspace
Handles sign-in, saved drafts, integration settings, and review history.
Requests HubSpot access only from an authenticated workflow.
HubSpot
Supplies CRM context for drafting when the integration is connected.
Remains the system of record for contacts, companies, deals, and sending workflow.
Email output
Creates a concise draft and flags delivery risk before campaign volume.
Receives approved copy after the user chooses to use it in the CRM workflow.
What to personalize
Use just enough CRM context to make the message specific.
A useful HubSpot draft usually needs a role, company context, deal signal, or recent note. It does not need every property in the record.
Guardrails
Review CRM-aware copy before it reaches a sequence.
Related workflows
Move from CRM context to a reviewed message.
Open integrations
Manage connected tools from the signed-in app.
OpenEmail outreach tool
See how Folderly Email Generator fits before campaign execution.
OpenAPI quickstart
Review integration basics for API and workflow clients.
OpenSpam score checker
Review draft risk before copy is moved into a campaign.
OpenDoes this public page connect HubSpot?
No. HubSpot OAuth should start from the authenticated app where the user, workspace, state, and permissions are known.
Does Folderly Email Generator replace HubSpot?
No. HubSpot remains the CRM and campaign workflow. Folderly Email Generator helps prepare and review message copy before the user uses it in HubSpot.
What HubSpot data should be used in drafts?
Use the minimum context needed for the message: recipient role, company context, deal stage, or a relevant note. Avoid dumping every property into the prompt.
Next step
Connect HubSpot from the signed-in app.
Public pages should not start CRM authorization. Use the authenticated integrations area for account-specific connection and settings.