New Integrations

FluentCRM & HubSpot Integrations

We've added two brand new email marketing integrations to OptimizePress in our latest update.  In this product update, we'll share all about these integrations.

By James Dyson

April 27, 2021

We're always focused on making our Suite of tools easier to use, and bringing you the features you need to get your campaigns online faster.

As part of this dedication to our customers, we're always keeping our ear to the ground when it comes to requests for new integrations.

Two platforms we've been hearing an increase in requests for are longstanding marketing staple HubSpot, and fast-growing newcomer to the scene, FluentCRM.

We're happy to announce that we now have direct email marketing integrations with both of these platforms! In this release post we'll share more about these platforms and how you can make the most of these new integrations.

FluentCRM Integration

Relative newcomer to the email marketing space, FluentCRM has been rapidly gaining popularity in 2021. 

One of the main reasons for the increase in popularity of the FluentCRM platform is that it runs inside your WordPress site (it's a WordPress plugin). 

This differs from most of the email marketing services we integrate with, which are typically SaaS (Software as a service) platforms (e.g. Drip, Convertkit). 

This means although you pay an annual fee for updates and support, with FluentCRM you're not limited in the number of emails or campaigns you can setup.  You're also in full control of all of your contact data and how it's managed.

FluentCRM includes a range of email marketing features

We've already seen our integration with similar WordPress solution Mailpoet become very popular, so we're confident this integration will be just as popular.

This also enhances our offering for those of you that want to maintain more control over your websites and marketing businesses without externally hosted tools.

What can you do with our FluentCRM integration?

As with all our email marketing service integrations, the FluentCRM connection is available inside our OptimizeBuilder and OptimizeCheckouts plugins.  This brings the following benefits:

OptimizeBuilder - Add contacts collected from your opt-in forms to FluentCRM
OptimizeCheckouts - Add contacts via integration rules when they purchase a product through your Checkout forms

When sending contacts to your FluentCRM platform, you can choose to add them to a specific list, and apply a tag to the contact to help you better segment your contacts.

We also allow you to specify if you want to require your new contact to double optin to your list.  If you switch this option on, FluentCRM will send out a confirmation email before your contact is marked as confirmed.

Choose list and tags to apply to contact subscribed on your opt-in form

To give you even more flexibility and control over contact information you can collect inside your OptimizePress pages, we've also created an in-depth custom fields integration with FluentCRM.

Adding Custom Contact Fields inside FluentCRM

This means you can add custom contact fields inside FluentCRM and these will be pulled into our Form Fields screen when integrating with your opt-in forms.

Note: Currently we support single line text fields for the custom contact form fields integration.

Form fields options connected to Custom Contact Fields inside FluentCRM

Our FluentCRM integration also allows you to use our Exta Fields options to allow further self-segmentation on opt-in forms. 

By using this feature you can add a dropdown menu or checkbox on your opt-in form and apply a tag or save data to a custom field based on these selections.

Dropdown menu show on Opt-in form - saves value to a custom contact field

Here's a full list of the features inside the FluentCRM integration:

Add contacts to lists from opt-in forms - Add a new contact from an opt-in form to any list you have created inside FluentCRM
Add a tag to new contacts - Select a tag to apply to a new contact that subscribes through your opt-in form
Set new contacts to Single or Double Optin - Set your opt-in form to require double optin confirmation for contacts subscribing through that form. This will set contact to "Pending" status inside FluentCRM until they click the link in the confirmation email. 
Collect additional form fields on your opt-in forms - Form fields created inside FluentCRM can be added to your forms to collect additional contact information (currently we support "Single Line Text" field type).
Add dropdown menus and checkboxes to Opt-in forms - Use our Extra Fields options to add dropdown menus or checkboxes to your forms.  Save the inputs as tags or inside custom fields.
Show GDPR Checkboxes to EU or All visitors - Save confirmation status as a tag and save confirmation message in a custom field.
(OptimizeCheckouts) Create Integration Rules to add buyers to FluentCRM - Add new buyers from Checkout forms to FluentCRM and add them to a list, and apply a tag.  Rules can be triggered by new payments, subscriptions and also upon refunds and subscription cancellations.

How to get started with the FluentCRM integration

To get started with FluentCRM, you can purchase a plan via their website, or download the free version of the plugin to try and see how it fits your needs.

1. First go to FluentCRM and choose the "Get FluentCRM Now" or "Try Free" options to access the FluentCRM plugin

2. Install and Activate the FluentCRM plugin on your WordPress site

3. Once installed and activated, the FluentCRM integration will automatically be available inside your OptimizePress Dashboard > Integrations screen, and is ready to use.

4. You'll want to go ahead and create some lists and tags inside FluentCRM, so these can be pulled into your opt-in form and checkout rules integrations screens.

5. Choose FluentCRM integration when starting the integration wizard your Opt-in form or checkout form integration and follow the steps to customize your integration and the data sent over to FluentCRM.

6. That's it! You're all set.  Remember to get familiar with the full features included with our FluentCRM integration to make the most of this integration.

HubSpot Integration

Founded in 2006, HubSpot have been a long time player in the SaaS market for providing email marketing and automation to SMBs. 

In comparison to FluentCRM, their pricing is in the upper price ranges of the email marketing platforms available.   Plans (at the time of writing) range from £63 ($90) /month to upwards of £3,200 ($4400)+/month and beyond, depending on number of contacts included.

HubSpot boasts over 100,000 customers including some major startups (Credit: HubSpot)

They do include a wide range of features in their plans including their full Marketing Hub, Sales Hub and Service Hub products, which give you a complete set of tools for managing your marketing business.

We know that some of our more established customers have been using HubSpot for some time, and we're now providing a better way to integrate OptimizePress opt-in forms and checkout forms with HubSpot.

HubSpot Free Plan

HubSpot have introduced a free plan you can use to get started or test out their platform. It is very limited it features though so you'll need one of their paid plans to properly use this for managing contacts and sending marketing emails.

How do you manage contacts inside HubSpot?

Before we get into the main details of our integration, it's worth clarifying some information about how HubSpot handles lists and contacts.

HubSpot allows you to maintain two types of lists - Active & Static.  Their documentation details lots of different ways these lists work, but they typically advise that you would use a static list for any contacts imported into the platform, or contacts who have a status that doesn't change once added to your system.

However, we know that what matters to you is how you can add contacts to the different list types inside HubSpot, so that's what we'll explain here:

Static List

This is a list of contacts added directly to the list without using any form.  

To add a contact to a static list, choose the static list from the dropdown on step 1 of our opt-in wizard, and do not specify a form.

Note that only basic form fields will be available in this case.

Active List

This is a list of contacts that meet specific criteria you can set (basically an automatically filtered list of contacts). 

You can add contacts to an active list by creating an active list inside HubSpot, and specifying the criteria of your active list to require contact to be added via the form.

To do this select "form submissions" from the list criteria, and then select the form you are using in your opt-in form.

Next you need to specify this form on step 1 of our opt-in form wizard.  The static list you select here will be ignored.

What can you do with our HubSpot integration?

Ok so now we've got the slightly confusing way that HubSpot handles contacts out of the way, let's get into the main features of our integration.

As you've seen above, at it's core, our integration allows you to add contacts to your HubSpot CRM system.

A unique and powerful feature of our HubSpot integration vs other page building platforms is that we also allow you to integrate with HubSpot forms to pull in contact form fields and collect additional data on your subscribers and save this into HubSpot.

Create a custom form in HubSpot to define fields to collect

To use extra fields on your HubSpot integrated forms, you first need to create a form inside HubSpot (just go to Marketing > Forms) and define the fields you want to collect.

For now, we support single line text fields in our integration.

Once you're happy with the form fields you've added, save and publish your form.  No need to save any of the form information, just make a note of the name as you'll need it later.

We'll pull fields you specify on your form into the OptimizePress integration wizard

Now you will need to choose that form on step 1 of our integration wizard, and you'll notice that on our form fields step - you now see the form fields you specified available to add to your opt-in form - magic!

Note: If you don't see your form fields here, ensure you added text only fields, and click the refresh button on step 1 of the wizard to refresh the form details.

Once your opt-in form is live and collecting leads, you'll see the data for your additional fields showing up inside your HubSpot contact dashboard - as you can see in the example above where we collected Twitter username.

Hopefully you can see the power and flexibility of this integration to give you everything you need when using HubSpot with OptimizePress.

Which integrations are you looking for?

That's it for today's product update, but we're always looking for ways to improve and expand the capabilities of OptimizePress to make it more valuable to you.

Let us know in the comments below which integrations or services you'd like to see in our next integration update, and we'll do our best to consider these for a future update.

    1 Response to "Hubspot & FluentCRM Integrations Release"

    • Colm Kelly

      ZohoCRM and Zoho Campaigns integration would be a great addition

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