Company-Level Features
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      2. Company-Level Features

      Company-Level CRM Audience Sync Integration (HubSpot & Mailchimp)

      The CRM Audience Sync integration lets you keep your contacts synchronized between your CRM and Letterhead.

      Overview

      • Available CRMs: HubSpot and Mailchimp.

      • Bi-directional Sync: Any changes to First Name, Last Name, and Email are reflected across both systems.

      • Channel Mapping: Map CRM audiences or subscription types to Letterhead channels for automatic syncing. (A channel is where you create and manage individual newsletters.)

      • Always Up-to-Date: Webhooks keep everything synced instantly, without needing manual imports.

      Roles & Prerequisites

      Who can set this up?

      • Only Company Admins can configure or delete CRM integrations, since they apply across the company.

      What you’ll need before setup:

      • API Key: Create a new Company API Key in Letterhead for the integration.

      • Server Prefix: Your server prefix (e.g., abc.app.tryletterhead.com) is required during setup.

      • Company Requirement: CRM integrations are only available for customers with a company-level account. (Your CSM will confirm if your account qualifies.)

      Setup Instructions (Example: HubSpot)

      1. Generate an API Key

      • In Letterhead, go to Company Settings → API Keys.
      • Click Generate New Key.
      • Copy the key for use during setup.

      2. Configure the Integration

      • Go to Integrations in your Letterhead dashboard.

      • Select HubSpot or Mailchimp.

      • Connect your CRM account.
      • Enter your Server Prefix.
      • Enter the API Key you generated.

      3. Map Subscription Types

      • CRM: Map subscription types to Letterhead channels.

        • In Letterhead,  the subscription types will come over as Subscribed, Unsubscribed, or Not Subscribed statuses.

      • Supports one-to-many mapping (multiple subscription types can map to one channel).

      4. Review Mapped Fields & Finish

      • Confirm the synced fields (First Name, Last Name, Email).

      • Save and finish setup.

      5. Verify the Sync

      • Check the Letterhead channel you mapped.

      • Check your CRM contacts.

      • Confirm records match in both systems.

      Managing the Integration

      • Pause/Delete Integration

        1. In Integrations, select the CRM integration.

        2. Choose More Options → Deactivate Integration.

        3. Confirm by entering the text prompt.


      • Reconnection

        • If you disconnect, previously synced data remains.

        • However, syncing will stop until you reconnect.

      Behavior & Edge Cases

      Production Rule

      • Only one CRM integration (HubSpot or Mailchimp) can run at a time.

      • Running both at once is not supported.

      • You must deactivate one before enabling the other.

      Sync Behavior

      • Webhooks automatically import and update contacts instantly.

      • Changes in the CRM (e.g., name edits) sync back to Letterhead, and changes in Letterhead sync back to the CRM.

      • No manual importing is needed once the integration is active.

      Other Clarifications

      • Limited Fields: Only First Name, Last Name, and Email are synced.

      Need Help?
      If you have questions or need assistance, please contact our support team at support@tryletterhead.com or log a support ticket through the Help Center!