HubSpot integration
Connect HubSpot to draft CRM-aware cold emails.
Use HubSpot context to create concise, deliverability-aware drafts in Folderly Email Generator, then review the copy before it reaches a CRM workflow.
Workflow
Keep the integration simple.
HubSpot remains the CRM. Folderly Email Generator is the message creation and review layer.
Step 1
Connect HubSpot
Start OAuth from a signed-in Folderly account so the portal, user, and workspace are known.
Step 2
Draft from CRM context
Use only the useful contact, company, and deal signals needed for a clear message.
Step 3
Review before use
Check claims, personalization, links, and inbox-placement risk before the copy enters a workflow.
Useful context
Pull fewer fields into better drafts.
Personalization works when the CRM signal is specific, recent, and relevant to the request. The draft should still be short enough to read quickly.
Review step
Make CRM-aware copy safe to use.
Check sender setup, claims, links, and personalization before moving generated copy into HubSpot.
Do I need to sign in before connecting HubSpot?
Yes. HubSpot authorization is tied to your Folderly account, so the connection starts from a signed-in session.
Does Folderly send emails from HubSpot?
Folderly Email Generator prepares and reviews message copy. HubSpot remains the CRM and campaign workflow for approved copy.
What CRM data should I use?
Use the minimum useful context: role, company, deal stage, recent note, or a relevant trigger. Avoid overloading the draft with every CRM property.