How to Connect HubSpot to Ora

Before you start

Make sure you have:

• HubSpot Admin access (you’ll create 5 custom fields on the Contact object)
• Access to Ora

Step 1: Add custom properties in HubSpot

• Go to HubSpot Property Settings
• Create the following fields under Group: Contact information:

Field NameS

Type

Used For

ora_subject

Single-line text

Custom subject lines for outbound

Ora_Body_1

Multi-line text

First email in the sequence

Ora_Body_2

Multi-line text

Follow-up #1

Ora_Body_3

Multi-line text

Follow-up #2

Step 2: Export Contacts

You can connect:

• In HubSpot, export your contact list as a CSV
• Make sure the CSV includes the newly created Ora fields

Step 3: Upload to Ora

• Go to Ora and upload the CSV
  • If you need help with uploading a CSV, reference this article
• Use this CSV to build your agent

Step 4: Enable SEP Mode

• Navigate to the Senders page in Ora.
  • Review how to adjust sender settings here
• After reviewing the email preview, select SEP mode to finalize sending.
  • Review the different modes here

When should you use this?

Choose the HubSpot connection if:

• Your team already manages deals, reporting, and outreach inside HubSpot.
• You want emails logged automatically against contacts in HubSpot.
• You prefer to keep sending through HubSpot’s infrastructure but still want Ora’s sequencing and personalization.

If you don’t use HubSpot heavily, you can send through Ora directly.
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