Integrating with your Hubspot unlocks seamless automation: whenever an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action, while supporting exclusions.
⚠️ Note: Custom field configuration and setup will require admin access and may require admin assistance to create the fields before establishing the integration within Starboard.
Hubspot 2-way Integration Features
Enforce Do Not Contact Preferences Automatically
The Hubspot 2-way sync ensures your Sailebot stays compliant and efficient by respecting communication preferences directly from Hubspot. Whether at the account or lead/contact level, Sailebot automatically excludes anyone marked as Do Not Contact or opted out, saving time while maintaining trust and precision in outreach.
When an account has Sailebot Contact set to
Do not contactin Hubspot, your Sailebot will not send emails to leads associated with that account.When a lead/contact has Sailebot Contact set to
Do not contact, or Email Opt Out set totrue, your Sailebot will not send emails to that lead/contact.If Sailebot Contact is set to anything else or is not set, the Sailebot may send emails to those leads/contacts.
Create Custom Sailebot Contact Preferences to receive accounts, contacts, and leads.
Easily manage Sailebot email permissions with the custom "Allow Sailebot to Contact" field in Hubspot. By adding this picklist to Accounts, Contacts, and Leads, you can define precise outreach preferences—ensuring your Sailebot only contacts those marked as Ok to contact while respecting Do Not Contact settings. When you sync your CRM with your Sailebot, data flows exclusively from your CRM to your specific campaigns. Data is not collected or used for any other purpose.
Hubspot Sailebot Contact field creation
Step 1: Access Profile & Preferences from Settings
Step 2: Under Data Management choose 'Properties'
Step 3: Click “Create Property” for each of the following objects:
Contact Properties
Company Properties
Step 4: Setup the following under 'Property Details'
Property Label: Allow Sailebot to contact
Internal Name: allow_sailebot_to_contact (must be exact)
Group: Sales properties
Step 5: Under Field Type
Field type: Dropdown select
Internal Names (must be exact):
Ok to contact
Do not contact
Step 6: Under Rules
Enable “Show property in forms” to be able to view the property field.
Integration Setup in Starboard
⚠️ This will be on the individual Sailer to connect with their Hubspot credentials. The Standard access to Hubspot is all that is needed.
Enabling
Navigate to “Integrations” in Starboard
Click your integration
Turn on “Enable 2-way Synchronization”
Choose whether to sync all historical accounts and leads or only those updated from this point, onward
⚠️ Ensure to update the Allow to Contact field prior to enabling the synchronization. This will allow the Sailebot to know what information is shared that it can add to your campaign and contact.
Updating the Allow to Contact Field:
When viewing a company, if the field is not visible, select Actions to be able to view the properties and find the field.
Select View all 'Properties'
Search for Allow Sailebot to Contact and the custom field will appear. Using the down carrot, select the label you’d like to have applied.
Synchronization Process
When an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action. Setting up this integration will allow Starboard to receive accounts, contacts, and leads into the system, while also supporting exclusions.
Send AiQLs directly to your Hubspot
When an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action.
Fields synced from an AiQL
Account (Company)
Name
Website
Address (billing)
Line 1
City State/Region
Postal Code
Country
Industry
Employee count
Lead/Contact
Name
Company (with a link to account)
Company Name
Telephone(s)
Email (s)
Source
the Source default value =
Integrationthe Source detail 1 default value =
Starboard
Status
Other resources
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