Proximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In Proximity:

Navigate to Settings > Integrations.

• Click Connect.
• You will be redirected to HubSpot where you can log in to the account you want to link to your Proximity site.
• After selecting the account, there will be a confirmation page. After confirming, you will be redirected back to Proximity.

Notes:

• Once connected, space members in Proximity will be automatically uploaded into HubSpot Contacts list.
• Changes made to members in Proximity will automatically change contacts in HubSpot.
  • Note: Updating email address will create duplicate entriesa separate entry in HubSpot.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Membership level
    • Note: In HubSpot, you may need to edit your table view to see membership type.
• If you have more than one space connected to the same HubSpot account, all members/users will be synced to the same contact list.
• When a member is removed from a space in Proximity, they are not automatically removed from HubSpot.
• Disconnecting the integration will not delete contacts from HubSpot (must be deleted in HubSpot).

ER 12.23.21

Proximity now integrates with HubSpotProximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In Proximity:

Navigate to Settings > Integrations.

• Click Connect.
• You will be redirected to HubSpot where you can log in to the account you want to link to your Proximity site.
• After selecting the account, there will be a confirmation page. After confirming, you will be redirected back to Proximity.

Notes:

• Once connected, space members in Proximity will be automatically uploaded into HubSpot Contacts list.
• Changes made to members in Proximity will automatically change contacts in HubSpot.
  • Note: Updating email address will create duplicate entries in HubSpot.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Membership level
    • Note: In HubSpot, you may need to edit your table view to see membership type.
• If you have more than one space connected to the same HubSpot account, all members/users will be synced to the same contact list.
• When a member is removed from a space in Proximity, they are not automatically removed from HubSpot.
• Disconnecting the integration will not delete contacts from HubSpot (must be deleted in HubSpot).

ER 12.23.21

Proximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In Proximity:

Navigate to Settings > Integrations.

• SelectClick Connect.
• You will then be redirected to HubSpot to choose and loginwhere you can log in to the account you want to link to your Proximity site.
• After selecting the account, there will be a confirmation page. After confirming, you will be redirected back to Proximity.

Notes:

• Once connected, space members in Proximity will be automatically uploaded into HubSpot Contacts list.
• Changes made to members in Proximity will automatically change contacts in HubSpot.
  • Note: Updating email address will create duplicate entries in HubSpot.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Membership level
    • Note: In HubSpot, you may need to edit your table view to see membership type.
• If you have more than one space connected to the same HubSpot account, all members/users will be synced to the same contact list.
• When a member is removed from a space in Proximity, they are not automatically removed from ActiveCampaignHubSpot.
• Disconnecting the integration will not delete contacts from HubSpot (must be deleted in HubSpot).

ER 12.23.21

Proximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In Proximity:

Navigate to Settings > Integrations.

• Select Connect.
• You will then be redirected to HubSpot to choose and login to the account you want to link to your Proximity site.
• After selecting the account, there will be a confirmation page. After confirming, you will be redirected back to Proximity.

Notes:

• Once connected, space members in Proximity will be automatically uploaded into HubSpot Contacts list.
• Changes made to members in Proximity will automatically change contacts in HubSpot.
  • Note: Updating email address will create duplicate entries in HubSpot.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Membership level
    • Note: In HubSpot, you may need to edit your table view to see membership type.
• If you have more than one space connected to the same HubSpot account, all members/users will be synced to the same contact list.
• When a member is removed from a space in Proximity, they are not automatically removed from ActiveCampaign.
• Disconnecting the integration will not delete contacts from HubSpot (must be deleted in HubSpot).

ER 12.23.21

NEEDS FINISHED

Proximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In HubSpot:

Navigate to

In Proximity:

Navigate to Settings > Integrations.

• 
  
• Select Connect.
• You will then be redirected to HubSpot to choose and login to the account you want to link to your Proximity site.
• After selecting the account, there will be a confirmation page. After confirming, you will be redirected back to Proximity.

Notes:

• Once connected, space members in Proximity will be automatically uploaded into HubSpot Contacts list.
• Changes made to members in Proximity will automatically change contacts in HubSpot.
  • Note: Updating email address will create duplicate entries in HubSpot.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Membership level
    • Note: In HubSpot, you may need to edit your table view to see membership type.
• If you have more than one space connected to the same HubSpot account, all members/users will be synced to the same contact list.
• When a member is removed from a space in Proximity, they are not automatically removed from ActiveCampaign.
• Disconnecting the integration will not delete contacts from HubSpot (must be deleted in HubSpot).

NEEDS FINISHED

Proximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In ActiveCampaignHubSpot:

Navigate to Settings > Developer.

• Copy and paste the URL and API Key into the empty fields on the Integrations page, then navigate to Proximity.
• 
  

In Proximity:

Navigate to Settings > Integrations.

• Paste the URL and API Key from AC.
• Select Connect.
• 
  

Notes:

• Once connected, space members in Proximity will be automatically synceduploaded into ActiveCampaign as contacts - in ActiveCampaign go to the left-hand menu, there’s a Contacts icon, and space members will be found thereHubSpot Contacts list.
• Changes made to members in Proximity will automatically change contacts in ACHubSpot.
  • Note: Updating email address will create duplicate entries in HubSpot.
• Changing a member’s email address in Proximity will sync with ActiveCampaign, but will create a duplicate entry for that person - all future changes to that member in the platform will sync to the new contact in AC.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Phone number
  • Membership level
    • Note: In HubSpot, you may need to edit your table view to see membership type.
• If you have more than one space connected to ActiveCampaign, and a person is a member of more than one space, they will only appear in ActiveCampaign once - there will only be one contact for that person.
• If you have more than one space connected to the same HubSpot account, all members/users will be synced to the same contact list.
• When a member is removed from a space in Proximity, they are not automatically removed from ActiveCampaign.
• Disconnecting the integration will not delete contacts from HubSpot (must be deleted in HubSpot).

NEEDS FINISHED

TBD

Proximity now integrates with HubSpot to help automate your email marketing and more.

Setting Up the Integration

In ActiveCampaign:

Navigate to Settings > Developer.

• Copy and paste the URL and API Key into the empty fields on the Integrations page, then navigate to Proximity.

In Proximity:

Navigate to Settings > Integrations.

• Paste the URL and API Key from AC.
• Select Connect.

Notes:

• Once connected, space members in Proximity will be automatically synced into ActiveCampaign as contacts - in ActiveCampaign go to the left-hand menu, there’s a Contacts icon, and space members will be found there.
• Changes made to members in Proximity will automatically change contacts in AC.
• Changing a member’s email address in Proximity will sync with ActiveCampaign, but will create a duplicate entry for that person - all future changes to that member in the platform will sync to the new contact in AC.
• The integration syncs for each member:
  • Name (first and last)
  • Email
  • Phone number
  • Membership level
• If you have more than one space connected to ActiveCampaign, and a person is a member of more than one space, they will only appear in ActiveCampaign once - there will only be one contact for that person.
• When a member is removed from a space in Proximity, they are not automatically removed from ActiveCampaign.