Connecting HubSpot

Tented connects to HubSpot so any contact or company can get a personalized landing page built from one of your approved templates. A rep creates a page straight from the record with the Tented card in the sidebar, or Tented creates pages automatically for every record that joins a list you choose. Either way, Tented writes the page link, a short summary, and two ready-made sentences back to the record, so sequences and emails can use them as personalization tokens. This guide covers connecting the two, choosing what to generate, automating with lists, using the card, and what to expect afterwards.

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Prerequisites

Before you begin, make sure you have:

• Admin access to your Tented workspace. Connecting, changing settings, and disconnecting are admin-only.
• An approved tent template in Tented. Pages are generated from a template’s approved version. See Templates if you don’t have one yet.
• Permission to install apps in HubSpot. Super admins have it; other users need the App Marketplace access permission.
• AI credits. Each generated page uses half a credit.

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Step 1: Connect HubSpot

1. In Tented, open Settings → Integrations.
2. On the HubSpot tile, select Install, then Connect HubSpot.
3. HubSpot opens in a new window. Pick the account to connect and approve access. The window closes on its own and Tented moves to the next step.

Tented asks for permission to read contact and company properties, write the page link and summary back to each record, create the six Tented properties, and read the lists you choose to watch.

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Step 2: Choose what to generate

• Tented template: the approved template each page starts from. Tented picks your most recently approved template; change it if you like. Every page is personalized to the record using all of its properties, and for a contact, its company’s properties too.
• Automatically create pages for: optional. Pick a contact list and/or a company list. Tented checks them about every 15 minutes (or straight away when you select Sync now on the tile) and creates a page for every new member. Leave both on None to create pages only when someone clicks the card on a record.

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Advanced

Expand Advanced to change the copy Tented works from:

• Page generation prompt: the instructions the page is generated with. {{hubspot.rowData}} is replaced with every property on the record. Reps can also add one-off instructions from the card for a single page.
• Link sentence: written to the record as tented_page_offer. Use {{url}}, {{first_name}}, {{company_name}}, {{job_title}}, and {{summary}}. Leave it empty to skip it.
• Follow-up sentence: written as tented_page_reference for a later email or sequence step.

Select Next: Contacts to choose whether to sync contacts (below), then Connect. Tented adds a Tented property group with six properties to contacts and companies in your HubSpot account (see Using the fields in HubSpot), then starts watching any lists you chose.

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Syncing contact data (optional)

Tented can also keep your HubSpot contacts in People, so lists, flows, and emails in Tented work off the same records your team uses in HubSpot. You choose this during setup on the Contacts step, and can change it later with Edit next to Contacts on the HubSpot tile. Pick one of three options:

• Don’t sync contacts. Records stay in HubSpot. Pages still work from the card and lists.
• Import HubSpot contacts into Tented. HubSpot contacts appear in People and are kept up to date about every 15 minutes. Tented never writes back.
• Keep Tented and HubSpot in sync. Changes flow both ways: HubSpot edits come in, and Tented edits and new Tented contacts go back to HubSpot.

Once you pick an option the three cards fold to one line; Change opens them again. Below it, the step shows what saving will do: how many contacts it will import from the portal or list and, with two-way sync, how many Tented contacts it will send to HubSpot and roughly how long that takes. A send of 10,000 contacts or more asks you to confirm it first. To send fewer, choose a list, or import only. On a sync that is already running the panel shows how many contacts are linked and when it last ran, and switches to What changes when you save once you change the mapping. The mapping is four sections, each with its own add and remove controls. HubSpot properties carry the HubSpot logo, Tented fields the Tented mark.

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Match contacts by

How a HubSpot contact is matched to a Tented contact. A contact already synced stays linked to its record, whatever its email or phone now say. Otherwise Tented looks for a contact with the same email; only when the HubSpot contact has no email, or no contact has it, does Tented look for the same phone number. No match makes a new contact. The order is fixed. HubSpot’s Email and Phone Number are mapped to Tented’s Email and Phone by default; swap either for another HubSpot property (a work email, say) by removing the row and adding it again, and keep at least one.

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Mapping for Tented fields

HubSpot’s standard properties (first and last name, company, job title, lead status, address, and so on) are matched to Tented’s fields for you. Each row names the HubSpot property, the Tented field it fills, and what happens when the Tented contact already has a value: Overwrite or Do nothing. With two-way sync the rule works the same way in the other direction: a Do nothing field is only ever filled in on HubSpot’s side, never replaced, so each side keeps its own value. Add a field maps any other HubSpot property onto a Tented field, standard or custom. A custom field of your own works like a standard one: HubSpot’s value comes in by the rule you chose, and with two-way sync Tented’s value goes back. (The custom field stays yours; it is not removed when HubSpot is disconnected.) Email and Phone are not offered here, since they are identifiers. HubSpot’s Lifecycle stage is not matched to Tented’s Lifecycle Stage. HubSpot gives every contact it creates the stage Lead, and its pipeline is HubSpot’s, not Tented’s. Add it as a HubSpot custom field if you want it on your contacts.

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Create new HubSpot custom fields

Any HubSpot property can also come in as a field of its own, in a HubSpot fields group on every contact. Select Add a HubSpot field, pick the property, and choose:

• Read-only. HubSpot owns the value; it shows on the contact but cannot be edited in Tented.
• Editable. Available with two-way sync. Edits in Tented are sent back to HubSpot.

These fields are marked as managed by HubSpot in People settings and are deleted when the integration is disconnected. Each one uses a custom field slot from your workspace’s allowance; the section shows how many are left and the step will not save a mapping that does not fit. Dropdowns with more than 25 options, multiple-choice properties, and calculated properties come in as read-only text. File and rich-text properties cannot be synced.

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Unsubscribes

Opt-outs travel in both directions, and Unsubscribed only ever goes one way: a contact who unsubscribed in Tented is never re-subscribed by HubSpot. Unsubscribe in Tented when any of these is true in HubSpot. HubSpot’s Unsubscribed from all email flag is listed by default. HubSpot only sets it when a contact unsubscribes from everything; a contact who opts out of one subscription type (Opted out of email: Marketing Information, for example) keeps it off. Add a HubSpot field lists HubSpot’s yes/no properties, the per-type opt-outs first; add any of them, and a contact with any one of them set is unsubscribed in Tented. When a contact unsubscribes in Tented (two-way sync only). HubSpot does not let apps change its own opt-out, so choose what Tented tells HubSpot instead: set the Unsubscribed in Tented property Tented creates (the default), set a yes/no property of your own, or nothing. Build a HubSpot workflow on that property to stop HubSpot’s own emails too. Whichever you choose, Tented itself stops sending to the contact.

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Limiting the sync to a list

Only contacts in this HubSpot list limits the sync to one list; leave it on All contacts to sync the whole account. Contacts in the list come in and, with two-way sync, go back. A contact that leaves the list stops syncing in both directions from its next change onward. It picks up again when it rejoins, including any changes made in HubSpot while it was out. Contacts created in Tented are the one exception: once Tented has created them in HubSpot they stay in step whether or not they are in the list. Contacts that came from a list import or another integration are not sent to HubSpot while the sync is limited to a list.

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How changes are merged

Each sync applies only the properties HubSpot changed since the last one, so an edit made in Tented survives an unrelated HubSpot change. If the same field changed on both sides between two syncs, the HubSpot value wins. A property emptied in HubSpot is emptied in Tented too, unless its rule is Do Nothing; an emptied email or phone never empties Tented’s copy. With two-way sync, Tented sends only the fields that changed in Tented. Phone numbers keep HubSpot’s own formatting until the number itself is changed in Tented. For a HubSpot dropdown, such as lead status, Tented sends the matching option; a Tented value HubSpot has no option for is left out, and the rest of the contact is still sent. A default HubSpot gives a contact it creates then fills that field in Tented only if it is empty. While the first sync runs, the Contacts line on the tile shows the stage and how far along it is: reading contacts from HubSpot, importing them, then (two-way) sending Tented’s contacts to HubSpot, with a rough time left. A two-way sync of 10,000 contacts or more is sent as HubSpot imports (one file per job, matched by email) instead of request by request, so it does not count against HubSpot’s API limits; contacts without an email are sent the ordinary way. When HubSpot limits how fast Tented can read or send, the line says so and the sync continues on its own; that is not an error. If HubSpot stops taking new contacts altogether (a portal’s contact limit), the line says so in amber and Tented tries again a day later, or as soon as you save the contact sync settings. If HubSpot refuses a contact outright, the Contacts line on the tile shows how many contacts were not accepted and the reason for the latest one. A refused contact is sent again the next time it changes in Tented.

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The first sync

The first sync reads every contact in the account (or the chosen list) and imports them in one run. It shows in People → Past imports as a HubSpot initial sync with counts, and only rows that failed or were skipped are kept for review. There is no size limit: an account with millions of contacts is read over a few hours and imported in the background in batches, so the rest of your workspace stays responsive, and the sync picks up where it left off if anything interrupts it. A very large account can take a day to finish. After that, Tented picks up changes about every 15 minutes. If part of the first sync fails, it is tried again automatically. If it keeps failing, the tile says so, and saving the contact sync settings starts it over. Changing the mapping or the list later re-reads the account with the new settings; contacts already in Tented are updated, not duplicated. Contacts created by the sync show HubSpot as their source. The Contacts line on the HubSpot tile shows the sync mode, how many contacts are linked, when the last sync ran, and how many contacts HubSpot did not accept.

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Removing HubSpot fields

Removing a field from the mapping removes it and its values from every contact. Lists and flows whose rules, triggers, or steps used it keep running, with those conditions matching nobody, and show Needs attention (in the lists table, the flows table, and the flow editor) until you change them. Disconnecting HubSpot does the same for all HubSpot fields; see Disconnecting.

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Step 3: Add the Tented card to records

HubSpot only shows an app’s card on records after someone adds it to the record view. Tented can’t do this for you, so the last step of setup in Tented walks you through it:

1. Open any contact in HubSpot.
2. Select Customize record at the top of the record, then Default view.
3. In the right sidebar, select + where the card should sit, choose Tented personalized page, and save.
4. Repeat on a company.

If you installed Tented from the HubSpot App Marketplace, a Super Admin can add it to every view at once instead: open Settings → Integrations → Connected apps, select Tented, open the App cards tab, and select Manage locations.

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Step 4: Create a page from a record

Open any contact or company in HubSpot. The Tented personalized page card sits in the right sidebar.

• Select Create personalized page. Expand Add instructions first if this page needs something specific, such as leading with a recent funding round.
• The card shows Creating the page… while Tented works, usually one to three minutes. You can leave the record; the Tented properties update when it’s done.
• When the page is ready, the card shows the link, the summary, and the link sentence to paste into an email.

To replace a page, select Regenerate on the card. The record keeps its old link until the new page is ready.

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Using the fields in HubSpot

Tented writes these properties to every contact or company it makes a page for: Insert them as personalization tokens wherever HubSpot offers its Personalize menu, such as a sequence step, a sales email template, or a marketing email: pick the contact (or company) property named Tented page offer. Filter a list or branch a workflow on Tented page URL is known so only records with a live page get the step that links to it. Prefer the URL over Tented page status is Ready: while a page is being regenerated the status reads Generating for a few minutes even though the existing link still works.

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What happens after connecting

• The HubSpot tile shows Connected, the account, and which lists create pages automatically.
• Pages are published at readable URLs under your Tented domain, such as https://your-domain/for-ada-from-analytical-engines for a contact or https://your-domain/for-acme-co for a company.
• Select View activity on the tile to see each sync, how many pages were created, and any records Tented skipped and why. When contact sync is on, the same dialog lists each contact sync pass: the initial sync and every pass of changes since, with the contacts imported, sent to HubSpot, and refused, and the reason when a pass stopped early. Sync now checks your lists straight away instead of waiting for the next pass.
• Generated tents appear in Content > Tents with HubSpot Integration as the creator. Turn on Hide integration tents in the filter bar to keep them out of the way.

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Changing settings

Select Edit settings on the HubSpot tile to change the template, the watched lists, the prompt, or the sentences on the Pages tab, or contact sync on the Contacts tab. Records that already have a page are not regenerated when settings change.

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Disconnecting

Select Disable on the HubSpot tile. Tented stops creating pages for new list members and the card in HubSpot shows as not connected. Pages already generated, and the Tented properties already written to your records, are not deleted. If contact sync was on, the HubSpot fields group and its values are removed from every contact; the contacts themselves, and everything in their standard fields, stay in Tented. The confirmation names any lists or flows whose rules use those fields. Those keep running (a rule on a removed field simply matches nobody) and show Needs attention until you change the rule. If you connect the same HubSpot account again, its fields and contact links from before are kept. Uninstalling the Tented app from HubSpot (Settings → Integrations → Connected apps) is noticed by Tented once HubSpot’s current access token expires, usually within 30 to 45 minutes: the tile shows Paused with HubSpot access was revoked, and any requests that were waiting are kept until you select Reconnect HubSpot. To remove the connection entirely, select Disable in Tented as well.

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Troubleshooting